We designed these pages as a resource for small business advisors to better support their clients through the COVID-19 crisis. 

We will update these pages regularly, adding information like recordings of weekly Round Table meetings, handouts from weekly round table meetings, updated and expanded FAQ listings and additional links to online resources. 


Covid-19 Advisor Round tables

Weekly Recurring Meetings

Tuesdays at 1:00 PM Eastern

Sign Up for this Series

About the Round Tables

In response to the global crisis related to COVID-19, we are hosting a free, weekly series of round table meetings designed to prepare you and your clients to address the economic and health impacts of the crisis.

To maintain the "round table" nature of these meetings, seating is limited to the first 300 people who sign into the meeting. We record each meeting for on demand viewing for those who do not attend live.

This series is designed for accountants and bookkeepers who support small business clients.

These interactive, informal sessions (hosted in Zoom) will include a subject matter expert who will speak to the issues and take questions from attendees.

Topics during this limited series include (but are not necessarily limited to):

  • Emergency funding
  • Virtualization of operations
  • Supply chain interruptions
  • Insurance coverage
  • Payroll and HR compliance
  • Facility remediation and clean up
  • Short-term shifts in market demand

this week's meeting



Rachel Comella

                                                          Rachel Comella

May 26 at 1:00 PM Eastern

Join Rachel Comella, Director of HR Partnerships at Certipay, as she discusses the Families First Coronavirus Act (FFCRA) and Employee Retention Credits (ERC) under the CARES Act.

recordings and Handouts from previous meetings

MAY 19, 2020

Topics Addressed during this Meeting

Linda Hamilton, CPA, CGMA, CBA & Kerrie Heslin, Esq. will share updates on the PPP & EIDL programs, calculating forgiveness, and discuss recording FFCR & ERC.

Recording Coming Soon



april 28, 2020

Topics Addressed during this Meeting

During this round table session Ira Bedenbaugh, health care advisory expert from Elliott Davis, will address the impact of the COVID-19 crisis on the health care industry and essential information you need to advise your clients in this industry through this crisis.

Download the Handout  | Recording Coming Soon

April 14, 2020

A Conversation with Gene Marks about the CARES Act

Gene Marks is a CPA and journalist who is an expert on the CARES act, with published articles in the Washington Times and the Guardian, as well as interviews on media outlets like Fox News Business. 

Learn more about Gene Marks at www.genemarks.com

Download the Handout  | Watch the Recording


May 12, 2020

Topics Addressed during this Meeting

During this round table session Tom Uva from Elliott Davis discussed operational impacts and responses to the crisis, including ways you can guide your client recovery and success.

Download the Handout  | Recording Coming Soon


April 21, 2020

Tech Triage: Stopping the COVID-19 Technology Bleed

During this round table session Brian Kirk and Tom Uva, technology advisors with 20+ years of experience each, addressed the impact of the COVID-19 crisis on SMB software and systems and strategies for increasing functionality and security for your clients.

Download the Handout Watch the Recording


April 7, 2020

Topics Addressed during this Meeting

  • Payroll Protection Program (PPP) Updates
  • Support Clients Virtually
  • Working Remotely with Your Team Members

Download the Handout  |  Watch the Recording


March 30, 2020

Topics Addressed during this Meeting

  • Update on Woodard's Response to the COVID-19 Crisis
  • Funding Options for your Clients
  • 10 Steps to Take with Your Clients for Immediate Response to the Crisis

Download the Handout  |  Watch the Recording

The handout for this round table includes PPP updates as of April 7, 2020.
Changes tracked in red.