Are you ready for the most in-depth training for accountants, bookkeepers, and CPAs?

Woodard Groups allow accounting professionals and other small business advisors to interact throughout the year at a local level, leading to the development of high impact, long-term professional relationships. In addition to networking opportunities, the local meetings offer in-depth training and the opportunity to cross refer services.

Woodard Groups foster deep, long-term peer relationships between small business advisors and small business owners. By interacting through the year – and at a local level – the professional relationships our members build in local groups are unique and highly dynamic.



Group Leader:

Patty Mory


Group Co-Leader:

Barbara Smith

Meeting Frequency:

Virtual meeting on May, 27 2020 at 6:30 PM
Link for virtual meeting


July  31, 2019  (Pappas Restaurant – networking more on the changes in Woodard Alliance)

August 28, 2019, Gsuite

Sept 25, 2019 TBD

Oct 30, 2019 TBD

Nov 27, 2019 (day before Thanksgiving)  No Meeting

Dec 4, 2019 (November Meeting)  TBD

Dec 25, 2019, (Christmas) No Meeting

Jan 29, 2020,  No Meeting

Feb 26, 2020, TBD

March 25, 2020, No meeting

April 29, 2020, TBD After Tax season Dinner

May 27, 2020,  TBD

July 1, 2020 TBD  (June meeting)

Meeting Location:

Varies ( Sometimes Remote )



The Baltimore Group (in existence since 2010) covers the Metropolitan area and Annapolis. Our goal is to share knowledge and foster referral relationships with other trusted Advisors. We know we cannot be an expert in all areas of Quickbooks so come join a community of varied experts.

Meetings are generally the last Wednesday of the month at 6:30 pm at a designated location. We meet every month except January and March.

If you’d like help joining a group or finding one close to your location, please let us know.