Practice Transformation Program

Through Woodard Institute's Practice Transformation Program you engineer the next version of your practice - and yourself as a professional - through process improvements, process standardization, workflow automation, increases in team productivity, client selection and management, effective pricing strategies...and more!

courses from this program offered summer 2020 include:


Practice Transformation:

the Ideal Bookkeeping Practice

10 Sessions + 2 bonus sessions

July 7, 2020 - September 10, 2020


Weekly Meetings
 Tuesdays from 3:00 - 5:00 PM EDT
Optional Weekly Study Halls
Thursdays from 3:00 - 4:00 PM EDT


This course equips you through education, peer-to-peer collaboration, hands-on exercises, and guided client interactions to build the next version of your bookkeeping practice.*

During your journey to the next version of your practice, we will focus on several key areas that drive increased efficiencies, profitability, and client value including:

  • Ideal Client Discovery
  • Strategies for Building a Practice Around Your Ideal Client
  • Technology Adoption - Vetting and Selecting the Right Solutions
  • Process Refinement and Standardization
  • Modernized and Secure Client Collaboration
  • Data Collection and Data Capture Automation
  • Accounts Payable Automation
  • Fostering Practice Wide Adoption: Change Leadership for Your Team and Your Clients
  • Strategies for Effective Pricing
  • Building Adaptive Capacity for Ongoing Growth and Development

$595/month for 3 months, or
$795/month for 3 months with Private Mentoring

*This course is also well-suited to client accounting service (CAS) divisions in regional CPA firms.


Practice Transformation:

Personal and Team Productivity

10 Sessions

July 7, 2020 - September 8, 2020


Weekly Meetings
 Tuesdays from 12:00 - 2:00 PM EDT


This course provides you with the knowledge, tools and support to conquer task overload, achieve and maintain a zero-inbox, harmonize work and life, adopt extreme intentionality and maximize productions. Most of the course focuses on personal productivity with bonus strategies for deploying the principles throughout your team.*

During this course, we will address the challenges you face in task management and implement some tried and true methods to corral the chaos including:

  • Overcoming Productivity Myths and Roadblocks
  • Understanding how Effective Prioritization Impacts Productivity
  • Exploring an Effective Methodology for Optimizing Task Completion
  • Achieving Zero Inbox
  • Capturing Inputs and Converting Them into Actions
  • Engaging and Maintaining a High-Productivity Lifestyle
  • Taking It to Your Team (or to your client's team)*
    • Harmonizing Individual Actions into Team Projects
    • Fostering Team Adoption and Developing Strategies for Continual Improvement

$595/month for 3 months, or
$795/month for 3 months with Private Mentoring

*This course is very effective for solopreneurs as well as team leaders.


Maximize your value with our Annual Subscription option.  During your 12-month subscription, you may enroll in courses offered through both our Certified Transformative Adivsory Program and our Practice Transformation Program. 

For the equivalent price of 2 courses, your plan includes:
Up to 3 courses during your subscription term
12 Months of A.C.T. (your weekly accountability group meeting)