Jim is a Partner, Member of the Board of Directors and Operations Committee at WithumSmith+Brown, in his current role he is Managing Director of Advisory Services. Jim has been a frequent speaker around the globe to many Accounting Societies and International Accounting and Trade Associations, the AICPA, CIMA, State Societies of CPAs, Industry Technology Organizations, Incubators, Accelerators and others on topics specifically related to various accounting, technology, practice management and advisory services topics.

Jim is also Global Advisory and Technology Leader for HLB International with his corporate office in London, UK. In this role Jim is responsible for helping and guiding over 300 HLB member firms around the globe in the areas of technology and expansion of advisory services.

In Jim’s role as Managing Director of Advisory Services, Jim heads-up the Firm’s Systems and Process Assurance Services – SOC, Cloud and ERP Solutions, Business Advisory, Outsourced Accounting, ESG, Cyber Risk and Incident Response, Data Analytics, SEC Readiness and Reporting, Information-Security, Transaction Advisory and Investment Banking Services.

He is Past President for the New Jersey Society of Certified Public Accountants and past Board and Council Member for the Association of International Certified Professional Accountants (AICPA).

Jim has recently been names by Forbes Magazine as one of the Top 200 CPAs in America, has been continually named by Accounting Today as one of the Top 100 Most Influential people in the Accounting profession and has been named by The CPA Technology Advisor as a Top Thought Leader in Public Accounting Technology year after year.

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.