The Ideal Practice Model: Seven Areas That Transform a CPA Firm

About this episode

Joe Woodard discusses the Woodard Ideal Practice Model and its seven key areas for transforming CPA firms.

Joe Woodard has trained over 150,000 accounting professionals and spent his career studying what separates firms that grow from firms that stay stuck. His answer? It almost always starts with pricing. In this conversation, Joe walks through the Woodard Ideal Practice Model, which focuses on seven key areas of operational excellence: brand, services, clients, technology, process, engagements, and team. But the most actionable insight he shares is simpler than a seven-part framework. He says th...

People in this episode

Host: Brannon Poe

Guest: Joe Woodard

Topics covered

• CPA firm growth
• operational excellence
• pricing strategy
• accounting professionals
• practice model

Keywords

• accounting
• CPA
• business growth
• operational excellence
• pricing
• practice model
• Joe Woodard

Mentioned in this episode

Organizations: Poe Group Advisors

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