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UNLOCK THE POTENTIAL OF YOUR TAX AND ACCOUNTING PRACTICE

Build your ideal practice with our coaching, education, community, and resources. We’ll get you there with strategic direction from experienced pros, access to skill building and resources, and a community to continually inspire your practice’s transformation.

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Deploy Woodard's Ideal Practice Model

BOOKKEEPING AND STAND-ALONE CAS PRACTICES

General capacity. Price to your value. Build the practice you want.

Many professional bookkeepers and managers of stand-alone CAS practices struggle with capacity constraints, price-sensitive clients, and the ability to focus on developing advisory services.

 

Engage Woodard to modernize productions, automate processes, and maximize pricing, and to equip yourself and your team to offer higher value offerings like controllership services and FP&A services.

BOOKKEEPING AND STAND-ALONE CAS PRACTICES

Modernize, Automate, Standardize, and Scale

CPA firms are increasingly emphasizing Client Advisory Services as a primary profit center, to generate non-seasonal revenue streams, and to significantly increase efficiencies for corporate tax clients.

 

Engage Woodard to deploy a profitable and scalable CAS practice by optimizing
technologies, modernizing client interactions, automating productions,
standardizing processes, increasing profitability, and upskilling CAS workers.

ABOUT WOODARD MEMBERSHIP

Woodard membership gives you all of the access you need to build the practice you envision.
Whether you run a bookkeeping or CAS practice, Woodard has spent decades developing
education, coaching, resources, and community to help you get the outcomes you want to
optimize and grow your business.

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