Our coaching program – Woodard Institute – provides education, systems and tools to equip small business advisors to better manage their practices, extend value to their clients, develop specializations, grow their practices, and increase profitability. Woodard Institute also offers an interactive peer-to-peer coaching community to guide you in your journey to the next “version” of your practice and the next version of yourself as a professional.

six hexagon sections with large hexagon in the middle of the pattern. The large middle section is labeled 'Woodard Institute' Decrease the screen size to see the text in this image below 960px.
 
Succession Advisory creates a dynamic succession strategy that serves not only as the company's exit plan but also as a roadmap for continued business development.
Technology Advisory monitors security issues and technolgoy innovations to ensure clients remain current, secure, and operating at peak performance.
Knowledge Advisory positions the company to scale by liberating information about systems, processes, clients and strategies from their natural silos.
Financial Advisory is the natural continuation of client services after you (or the client) complete each bookkeeping cycle.
Leadership Advisory coaches clients to better manage their business and empower teams.
perational Advisory uses operational indicators to measure and track business health and strategic direction.

 
 

Become a Woodard Certified
Transformative Advisor (CTA)

 

We equip accountants and bookkeepers to generate increases in wealth for their business clients, where that wealth is often financial but could also be less literal forms of wealth like the company’s reputation, culture, infrastructure, and technology. Transformation work can also benefit the business owner directly through improved peace of mind, work/life harmonization, and enhanced leadership skills. Woodard Institute’s Certified Transformative Advisor Program provides certification courses that focus on the key areas shown above in your clients’ businesses.

By completing the core requirements of Operational and Financial Advisory and 1 additional elective course, you will earn your Certified Transformative Advisory Badge.

Complete all six and earn your Advanced Certified Transformative Advisory Badge.

 


RSVP for the Info Meeting

 


 

-->
 

Certified Transformative Advisor Operational Advisory

Course name: CTAO

Course Begins May 6, 2020

Most business owners are experts in delivering their service or product to their customers but are not experts in how to operate a small business. Operational Advisory uses operational indicators to measure and track business health and strategic direction. Our CTA’s track business operational health, streamline workflows, measure productions, locate performance deficiencies, detect quality assurance issues, maintain HR compliance... and more!

Course Begins Wednesday May 6, 2020
$595/month for 3 months, or
$795/month for 3 months with Private Mentoring

Certified Transformative Advisor Financial Advisory

Course name: CTAF

Course Begins May 4, 2020

Most business owners lack the insights they need to make wise business decisions. Financial Advisory is the natural continuation of client services after you (or the client) complete each bookkeeping cycle. Our CTA’s leverage financial analytics and operational indicators to effectively project and manage cash flow, track financial performance, monitor the client’s financial position, run what/if scenarios, recommend course corrections…and more!

Course Begins Monday May 4, 2020
$595/month for 3 months, or
$795/month for 3 months with Private Mentoring