Members-Only Institute Access:


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.

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Strategies

Develop plans and direction for your business and your career. Learn about options and actions that can take you to the destination you are seeking.

Skills

Meet the holistic needs of your clients by honing and expanding your skills in accounting, advisory services, technology consulting and operational consulting.

Support

Convert the investment in your knowledge into realized business results through a unique slate of mentorship services, processes, systems, and resources available only to members of Woodard Institute.

Connections

Achieve results with the support of like-minded colleagues. No professional can reach their best potential alone. We build relationships that last a life-time, that infuse your practice with motivation and accountability, and that empower you to realize your absolute best.


The Impact that Woodard Institute Will Have on Your Practice

 

Woodard Institute is much more than an educational or coaching program. It is a journey for your practice that includes:

  • Setting the destination and milestones along your unique path (i.e. setting vision and mission and writing a practice plan).
  • Intentional forward movement (i.e. setting and reaching incremental goals).
  • Achieving a “next version” of your practice that is more scalable, efficient, profitable, and effective.
  • Equipping you to offer high-value business advisory services that elevate your client relationships, increase billable opportunities for your practice and...most importantly...transform your clients.
 

Choose one of the following paths to achieve your professional goals over the coming year:

 

Transform my Practice

  • PERSONAL PLANNING AND DEVELOPMENT
  • DESIGNING A SCALABLE, EFFICIENT AND EFFECTIVE PRACTICE
  • PERSONAL RESULTS STRATEGIES
  • SALES AND MARKETING FOR PROFESSIONAL SERVICES
  • CAPSTONE PROJECT: WRITING YOUR STRATEGIC PLAN
 

Transform my Clients

  • MAUS OPERATIONAL ADVISORY WORKSHOP
  • PROFIT BEACON FINANCIAL ADVISORY
  • TECHNOLOGICAL TRANSFORMATIVE ADVISORY
  • INCREASE ORGANIZATIONAL VISIBILITY
  • ENHANCE BUSINESS MANAGEMENT AND OPERATIONS