CEO
Woodard
Joe Woodard is the founder and CEO of Woodard®, a company that empowers CPAs, Enrolled Agents, professional bookkeepers, and other business advisors with education, coaching, resources, networking communities, and consulting services.
As a seasoned author, consultant, business coach, and national speaker, Joe has trained over 150,000 accounting and business professionals in practice development, technology trends, strategic consulting, and optimizing the use of accounting software. Joe is also the host of Scaling New Heights®, one of the world’s largest and most respected conferences for accountants and bookkeepers.
Each year, for the last 10 years, Accounting Today has recognized Joe as one of the Top 100 Most Influential People in Accounting.
Joe is a published author with Accounting Today, The Journal of Accountancy, Insightful Accountant, CPA Practice Advisor, and McGraw-Hill. Additionally, The Woodard Report™ reaches over 100,000 readers annually within the accounting and bookkeeping space.
About Woodard
Woodard works with firms of all sizes, from solo practitioners to some of the largest CPA firms worldwide. We empower these practices to enhance efficiency, modernize operations, and equip their teams to deliver high-value advisory services. As a leader in Client Advisory Services (CAS), Woodard helps practices standardize, automate, and modernize accounting operations, enabling them to better serve clients and boost profitability.
Our education, coaching, and consulting services are centered around the Woodard Ideal Practice Model™, which focuses on seven key areas of operational excellence: Ideal Brand, Ideal Services, Ideal Clients, Ideal Technology, Ideal Engagements, Ideal Teams, and Ideal Processes.
Woodard equips business advisors to increase efficiency, streamline operations, and provide exceptional advisory services by integrating CAS solutions that enhance client relationships and profitability.
Additionally, Woodard supports accounting and fintech software developers with marketing programs and product development guidance, helping them expand their reach and effectiveness within the professional accounting segment.
What clients value and what accountants believe they value are often worlds apart. In this impactful Day Two keynote, Joe Woodard challenges accountants to rethink their approach to value and reposition themselves in the eyes of their clients.
Joe will share strategies to establish yourself as a trusted curator and interpreter of critical business information, a driver of financial clarity, and a protector of your clients’ businesses. By shifting how clients perceive your role—from a cost center to a strategic asset—you’ll address the systemic price-to-value issue that has long plagued the accounting and bookkeeping professions.
Join Joe for this transformative session and learn how to elevate your value and grow stronger client relationships.
What you’ll learn:
In our closing session, four well-known experts share their insights on the major issues facing firms, from keeping up with technology and finding the right service mix, to optimizing their client base, finding the talent they need, making the move to advisory services, and much more. Our interactive format encourages attendees to engage directly with our experts through live Q&A. So come prepared with hard-hitting questions and get ready for candid, off-the-cuff answers.
Sustainable, measured, and controlled growth is never the result of one decision, one hire, or one software solution. This type of growth results from a cohesive strategy.
In this keynote, Joe Woodard will provide a high-level roadmap for how your firm can align its strategies around clients, services, technology, people, and systems to design and build a single, scalable practice strategy, or “platform.” The session will also serve as a framework for the conference, helping attendees connect each session to the bigger picture of firm growth.
High-performing firms don’t grow by accident—they follow a deliberate, repeatable strategy. In this panel, firm leaders will break down how they define, operationalize, and execute on growth initiatives that scale. From setting a clear strategic direction to aligning leadership, resources, and accountability, learn how top firms are turning growth plans into measurable outcomes.