Resources for the Transformative Advisor

Podcast

This Monthly Podcast Series, hosted by Joe Woodard and Ben Ross, equips accountants, bookkeepers, tax preparers and consultants to build transformative client relationships.

Article Series

Joe Woodard partners with AcccountingWEB to offer this must-read article series focused on Transformative Advisory services. Articles in the series, alongside the Podcast and Webinar Series, serve as free resources to guide you out of your clients back office and into their board room.

Conference

Join over a thousand small business advisors at an internationally-renowned, in-depth training conference for accountants, bookkeepers and other small business advisors. In addition to our technology and practice development training, we will design some of our breakout sessions and main stage presentations at the 2019 conference to equip small business advisors to coach their clients in the areas of technology adoption, financial analysis, operational measurements, team leadership…and more!

Webinar Series

Joe Woodard culminates his 20+ years of experience as a small business consultant and trainer of over 150,000 accountants, bookkeepers and other small business advisors to bring you this ground-breaking webinar series presenting practical ways for you to move into a Transformative Advisory role with your clients.

Coming Soon!

More information coming soon about an exciting new program designed for accountants, bookkeepers, tax preparers and business consultants to build transformative client relationships. Sign up today to be notified as soon as we announce this exciting new program.

Conference

Join over a thousand small business advisors at an internationally-renowned, in-depth training conference for accountants, bookkeepers and other small business advisors. In addition to our internationally-renowned technology and practice development training, we will design some of our breakout sessions and main stage presentations at the 2019 conference to equip small business advisors to coach their clients in the areas of technology adoption, financial analysis, operational measurements, team leadership…and more!

Podcast

A Monthly Podcast Series hosted by Joe Woodard and Ben Ross that Equips Accountants, Bookkeepers, Tax Preparers and Consultants to build transformative client relationships.

Article Series

Joe Woodard partnered with AcccountingWEB to offer an article series focused on transformative advisory services. Articles in the series, alongside the Transformative Advisor Podcast and the Transformative Advisor Webinar Series.

Webinar Series

In this ground-breaking webinar series Joe Woodard address practical ways to play a transformative role with your clients, based on his 20+ years of experience as small business transformation worker and his 20+ years training over 150,000 accountants, bookkeepers and other small business advisors.

Coming Soon!

More information coming soon about an exciting new program designed for accountants, bookkeepers, tax preparers and business consultants to build transformative client relationships. Sign up today to be notified as soon as we announce this exciting new program.

“Become a trusted advisor.” We have heard this challenge echo throughout the accounting profession over the past few years – from thought leaders, peers and even the developers of prominent accounting solutions.

At WoodardTM we have three problems with this challenge:

  1. We believe most accounting professionals are already trusted advisors – meaning they have earned and maintain their clients trust in the areas of confidentiality and competency.
  2. Because of the bullet above, we believe most accounting professionals dismiss the challenge as a goal already accomplished. In other words, they mentally “check the box.”
  3. The first bullet above describes a passive form of trust. Though passive trust is critical in any professional environment, active trust is intensely client-focused and leads to positive changes as a result of the trust the client places in the professional.

We call active trusted advisory “transformation advisory,” and we define transformation as an increase in wealth, where that wealth is often financial, but could focus on less literal forms of wealth like the company’s reputation (i.e. brand), culture, infrastructure, technology, scalability, etc. And, transformation work can also benefit the business owner directly through peace of mind, work/life harmonization, and enhanced leadership skills.

Accountants are perfectly positioned to be agents of business transformation, and businesses desperately need someone to play this role. So, we created a slate of resources to equip accountants to be transformative advisors.

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