Partnering with Developers to

Empower Small Business Advisors

Interested in Sponsoring Scaling New Heights?

Partnership Facilitation

Woodard has extensive and deep reach into the community of developers who integrate with QuickBooks and QuickBooks Online (i.e. the “Intuit Ecosystem”) and is positioned to facilitate powerful strategic relationships between software developers.

Channel Development

Woodard’s driving purpose to “empower small business advisors” often results in the building of consulting channels for the developers of QuickBooks-integrated solutions. Woodard’s unrivaled influence within the ProAdvisor community allows us to reach thousands of accountants to implement and support your QB-Integrated solution.

QuickBooks Integration

Woodard provides integration services with QuickBooks, QuickBooks Online, and other accounting solutions. For our integration we use proven, scalable, and robust integration technologies that allow you to extend your integrated partner channels faster — and often with a smaller investment than developing the integration in house.

About the Intuit Ecosystem

The ecosystem includes Intuit as a corporation and all of its customers and partners who are financially invested in or financially impacted by it’s policies, products, services and/or corporate direction. The small business ecosystem includes:


  • Intuit
  • Intuit’s Small Business Community (Software Users and Service Subscribers)
  • Intuit’s Accounting Professional Users (Users of Professional Tax Products and QuickBooks Accountant)
  • Intuit’s ProAdvisor Program Members
  • Intuit’s Premier Reseller Program Members
  • Intuit’s Developer Partners – Developers of Solutions that Integrate with QuickBooks and QuickBooks Online


Market Penetration

Woodard Consulting provides the following services to facilitate the penetration of your product/service within the Intuit Ecosystem:

  • Product Conceptualization
  • Market Research and Viability Testing
  • Go to Market Strategy
  • Brand Awareness Strategy
  • Go to Market Execution Support

Partner Introduction and Validation

Partnerships are often a very effective strategy for your initial go to market approach, and the right partnerships can also extend your current influence within an already reached market. Woodard Consulting is in a unique position to continually evaluate developers and service providers within the Intuit Ecosystem, to analyze compatibilities, to determine the viability of potential partnerships and to facilitate partnership formation.

Channel Development

Woodard provides strategic consulting on channel development or, if you prefer, turnkey outsourcing of your channel development within the accounting profession. As part of our channel development services Woodard:

  • Designs recommender, consultant and/or reseller channels
  • Recruits channel members from within the accounting profession
  • Develops certification programs
  • Designs curriculum and other resources for channel members

Product and Integration Support

Woodard provides turnkey integration solutions with QuickBooks, QuickBooks Online and other solutions within the accounting space.

Already have a working integration? Woodard also provides integration and product analysis services with an emphasis on:

  • Relevance to the Accounting Profession and/or Small to Medium Sized Business Community
  • Relevance to the ProAdvisor/QuickBooks Consulting Professions
  • Relevance to Users of QuickBooks and QuickBooks Online
  • Product Development Prioritization for Future Releases
  • Accuracy/Effectiveness of the Product’s Integration with QuickBooks
  • Product Testing, Evaluation and Alpha Support

Competitive Analysis

Woodard has a research arm and data library we can leverage to provide you with a competitive analysis of your product and to measure the projected impact of your product within the accounting space.

You can leverage the data we provide to guide you in your marketing efforts, product design and strategic partnerships. As part of this service Woodard can provide you with:

  • A measurement of your strengths and weaknesses as compared to competing products
  • Strategic recommendations about acquiring or partnering with potential competitors
  • Product development strategies that will provide long term competitive advantage for your solution in the marketplace

Event Production

Woodard’s event production team produces the world’s largest ProAdvisor conference (“Scaling New Heights”), Intuit’s “QuickBooks Accounting Virtual Conferences,” and the accountant training at the annual “QuickBooks Connect” Conference.

You can leverage this world class event production team for your own corporate events like:

  • Corporate Retreats
  • Corporate Symposiums/Summits
  • Certification Tours/Events
  • User Conferences

What our Partners Are Saying about Scaling New Heights

  • The annual Scaling New Heights conference is essential to expanding our knowledge of QuickBooks, assessing third party add-on products available, planning and implementing our Practice and Leadership Development, and preparing for certifications. The conference has compelled us to research and adopt advanced technologies and improved our accounting methods. The education, training and products we have integrated from the Scaling New Heights conferences allow us to offer higher level, mid-market accounting services. Our (22) employees now lobby to attend this conference each year!

    Karen Mora
  • I didn't know how much I didn't know!

    Susan Pruskin
  • My ultimate takeaway at Scaling New Heights is that I get to network with Woodard Network members who love to collaborate with each other to help build their respective practices. It is the most unselfish and knowledgeable group of people that I ever worked with! A highlight of the conference is the keynote address and other sessions featuring the great people from Intuit who share with us the long term direction of the company and its fabulous products. 90% of my current active client base, mostly wineries, originated from my networking activities. I work with many wineries as the direct result of an Intuit referral.

    Pete Bornstein
  • If you've ever attended a Scaling New Heights conference you won't hesitate to go again, but without that firsthand experience you might wonder if it's worth the time and cost. My gosh, it is SO worth it! Not only for the top notch training sessions, the chance to meet third party software developers whose integrated solutions expand the power of QuickBooks, and the fabulous ProAdvisor networking opportunities, but also because it's just plain FUN. The venues, the food, the entertainment, the prizes and the special activities are all great. Oh boy, can Joe put on a show!

    K.C. Courtnier
  • Attending Scaling New Heights actually changed my life. The knowledge I gained from the sessions and interacting with my peers allowed me to have the confidence to start my own consulting business. I have met so many interesting people and learned skills that translate to more productivity and efficiency as a result of the sessions I have attended and the knowledge that others have shared with me. Probably the best part of meeting new people is the widening circle of friends and advisors that I now have.

    Cindy Moore
  • 2013 was my first Scaling New Heights, and I can honestly say that this conference transformed my practice. Scaling New Heights provided a unique opportunity to focus exclusively on QuickBooks related products and services. The exposure to the latest practice management techniques, training and networking opportunities exceeded every expectation. I returned from Scaling New Heights with the skills, motivation, confidence and energy needed to make my practice more profitable and am looking forward to attending in 2014 with my staff. Scaling New Heights was one of my best business investments in 2013.

    Silvia Evans
  • Scaling New Heights gives us the opportunity to learn and network like no other seminar event. For those of us with small practices it also gives us the incomparable assurance that "we are not alone" in our industry. The sharing of knowledge and expertise amongst these generous, caring individuals is unmatched in my 20 years as a business professional. Going to this conference will give you the competitive advantage that will put you at the front of the pack.

    Kathy Zaroczynski
  • The Scaling New Heights Conference is packed with years of experience that you could never match in a lifetime. The instructors provide you with tips and ideas that you can use immediately to grow and enhance your business. The sponsors and vendors provide training and guidance on integrated applications that make QuickBooks by Intuit the best accounting software in the world. Don't miss this great conference-vacation.

    Kathleen Fernan
  • Scaling New Heights = Schooling, Networking & Helping

    Christy Bertani
  • "Scaling New Heights is 'magical', even when it's somewhere other than 'Disney'!"

    William Murphy
  • I am attending again. I walked away from prior Scaling New Heights conferences with knowledge about QuickBooks and add-ons that I could put to immediate use. But more importantly, I walked away with new contacts and friends that I can call on for assistance. Scaling New Heights conference fee $ Travel Expenses $ Professional contacts and resources PRICELESS

    Caren Schwartz
  • I have been a Pro Advisor since the caveman days and accounting related material have always been less than exciting. Joe Woodard has been able to make the impossible a reality. Not only does Scaling New Heights educate you on the latest accounting technology, but also motivates you. I do regret not being able to attend prior Scaling New Heights, but never again. If you want to keep a positive outlook and a positive bottom line in your practice this is where you want to be. Don't be left behind in the dust, get in front of it at Scaling New Heights!

    James Cliame
  • The best thing about Scaling New Heights conference was the fact that when I left there I was QBO certified. Upon completion of the QBO class we were told that we could stay and take the exam, while Dan from Intuit monitored the room. Thank you Dan and Intuit. Maybe next year's conference will build upon this!

    Debra Veilleux
  • Scaling New Heights lives up to its name every year. It keeps getting better and better. The training, the vendors and the very talented, helpful attendees have helped me bring my practice to a new level. The real beneficiaries are my clients. Now we see QuickBooks as part of an eco-system that helps them bring their businesses to new heights.

    Sharon McNeal
  • This event is a win win (education for me and take away resources for clients)! The conference is a journey. Pack up your gear and set out on an adventure of a lifetime, IT IS "Scaling New Heights."

    Deborah Defer