About Woodard

At Woodard, we believe in
empowering small business advisors.
Join our team and let’s support the community together.

Woodard™ is driven by a singular purpose “to transform small businesses through small business advisors.” This vision encompasses businesses ranging from startups to those doing as much as $50 million (or more) in annual sales, providing Woodard and its advisor community with a wide-reaching opportunity to radically impact businesses throughout the world.

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By partnering with Woodard and its advisor community, you can extend and accelerate your reach throughout the SMB, increase close rates through pre-qualified lead generation and, subsequently, reduce cost of sales. If you couple this expanded reach with a Woodard-managed advisor channel strategy, you will create more sustained and predictable lead generation while reducing customer churn. An empowered, equipped channel will also reduce case load for your customer service and technical support teams.

We encourage you to explore the opportunities on this site and work intentionally with our team to design ideal strategies to meet your marketing, channel development, brand development, and product development goals.


As an author, consultant, business coach, and national speaker, Joe has trained over 100,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices.

In 2012, 2014, 2015, 2016, and 2017 Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession. In 2008, Joe was recognized by CPA Practice Advisor as one of the Top 40 Up and Coming Thought Leaders under the age of 40.

Joe regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews. Joe is the CEO of Woodard Events, LLC which includes education, coaching, resources, and a community for small business advisors and small business owners within the accounting industry.

Joe has begun engaging the next generation of accounting professionals with recent visits to Florida Atlantic University, Nova Southeastern University, and other Universities. More recently, Woodard Events LLC, has partnered with the Latino community by the introduction of the first Spanish training track within their annual Scaling New Heights Conference.

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Our Relationship with Intuit

Woodard is Intuit’s preferred event management and training partner to accounting professionals globally. In this role, we train tens of thousands of accountants and bookkeepers each year through virtual and local training experiences.

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