Practice Advancement Coach

About Woodard

Woodard is a training and resource organization for accounting professionals. We provide education, coaching, community, and resources to the business advisors who serve small businesses. We have trained more than 150,000 accounting and business professionals, and each year we host the Scaling New Heights® conference and Woodard Summit strategic workshop. We have a very strong culture that promotes healthy collaboration and communication. Our whole team is remote.

The role

Our members are bookkeepers, accountants, and CAS practice owners who have engaged us to help them advance their practices. As a Practice Advancement Coach, you are the person who works with them to do it.

You will carry a caseload of one-on-one coaching clients, facilitate live virtual cohorts through our courseware, facilitate execution workshops and roundtables, and contribute to the courseware itself.

One thing to be clear about up front: we do not teach courses. Our courseware is built to give members the tools, knowledge, and support to advance their practice and transform their clients. Your job is to lead them through it and support them while they do that work.

What you will do

Coaching

● Carry a portfolio of Premium Level coaching clients, meeting weekly or twice monthly depending on their tier

● Mentor Advantage Level members through monthly meetings and accountability groups

● Contribute to how our coaching programs develop as the membership grows

Course Facilitation and Member Nurture

● Facilitate live virtual cohorts based on our practice advancement and client advisory courseware

● Facilitate execution workshops where members apply the material to their own practice

● Facilitate weekly member roundtables on a rotation with the rest of the coaching team

● Collaborate with members in our online member community

Courseware

● Collaborate on course development and the ongoing improvement of the Woodard Program

On-Premises Events

● Coach and support programming at Woodard Summit

● Support the Woodard booth and membership events at Scaling New Heights®

● Attend our Company Off-Site event each January

What we are looking for

Required

● Demonstrated coaching or facilitation experience with business owners or professionals

● Comfort leading live virtual sessions, both one-on-one and with groups

● Strong listening skills, and the judgment to know when to advise and when to ask

● Strong technical skills, specifically Microsoft products, HubSpot, Monday.com, Zoom, and general computer skills

● Moderate to strong accounting knowledge

● Strong business leadership knowledge

● Willingness to travel at least three times a year, for our Company Off-Site, Scaling New Heights, and Woodard Summit

● Ability to self-manage in a remote working environment

● Dedicated workspace for remote work.

Highly preferred

● You have owned or led an accounting, bookkeeping, or CAS practice

● Familiarity with Client Advisory Services (CAS), tiered pricing, capacity management, and advisory service delivery

● CPA, EA, or a comparable credential

Practice ownership is highly preferred because but is not a hard requirement. If your coaching skills are strong, apply.

Compensation and benefits

● Base salary of $90,000 plus bonus based on portfolio value

● The annual performance bonus is tied to the revenue allocated to your coaching work, with no cap

● Health insurance, with Woodard covering 50% of your individual premium, eligible after 30 days

● 401(k) with employer match, eligible after 90 days

Pay: From $90,000.00 per year

Benefits:

• 401(k) matching
• Health insurance
• Paid time off
• Vision insurance

Work Location: Remote