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Woodard: The Operating System for Ambitious CPA Firms
How a 79-person team built a $14M revenue engine by turning accountants into business advisors
While the accounting industry obsesses over automation and AI, Woodard is playing a different game: they're transforming traditional bookkeepers into high-margin business advisors. It's a $14M bet that the future of accounting isn't about doing the work faster—it's about doing entirely different work.
"Woodard isn't selling software—they're selling a business model transformation that turns compliance work into consulting revenue."
The Community-First Moat
Woodard's secret weapon isn't tech—it's community. Their 13,855 monthly visitors aren't just browsing; they're participating in an ecosystem anchored by 'Scaling New Heights' and deep coaching networks. With 54% direct traffic, they've built a brand that accountants don't Google—they bookmark. This is the difference between a SaaS tool and a professional identity.
The Revenue Architecture
At 79 employees generating $14.2M, Woodard achieves $180K revenue per employee—strong for a services-adjacent model. Their organic search (33%) and direct traffic (54%) split reveals a business built on relationships and referrals, not paid acquisition. The keyword 'woodard cpa' (290 monthly searches) shows practitioners are actively seeking them out, not stumbling upon ads.
What makes Woodard dangerous is their positioning. They don't compete with QuickBooks or Xero—they make those tools more valuable by teaching firms how to sell advisory services on top of them. Their tech stack (jQuery, Tailwind, Bootstrap) is surprisingly pragmatic for a modern platform, suggesting they prioritize function over flash. The real innovation is their curriculum: turning tax preparers into fractional CFOs.
- Coaching-as-a-Service: They monetize practice transformation, not just software access
- Event-Driven Growth: 'Scaling New Heights' creates annual revenue spikes and community lock-in
- B2B2C Model: They sell to firm owners who then sell to SMB clients—double the value chain
- Low Digital Footprint, High Trust: 13K monthly visits but massive revenue signals offline relationships
The Unsexy Billion-Dollar Playbook
Woodard proves that in B2B services, community and coaching beat features and funding. They're not building a unicorn—they're building an institution that prints money by making their customers richer.
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Woodard | Membership for Bookkeeping Practices and CPA Firms
Build the Bookkeeping practice and CPA firm you envision with Woodard's industry-leading, accounting advisory resources.
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About woodard.com
Build the Bookkeeping practice and CPA firm you envision with Woodard's industry-leading, accounting advisory resources.
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Technology Stack
woodard.com uses 21 technologies across their website including Font Awesome, cdnjs, jsDelivr, Amazon S3, Amazon Web Services, and more.
Fonts
Font Awesome
CDN
cdnjs, jsDelivr
Cloud & Hosting
Amazon S3, Amazon Web Services, Cloudflare
Marketing Automation
HubSpot
Advertising
LinkedIn Insight Tag, Google Ads, Facebook Pixel
Analytics & Marketing
Hotjar, Google Tag Manager, Google Analytics
Traffic & Audience
woodard.com receives approximately 13.9K monthly visitors and ranks #1,816,260 globally. The website has a bounce rate of 41% with visitors viewing an average of 1.6 pages per visit. Users spend an average of 0:40 on the site.
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