Consultant Profile

Joe Woodard is a Certified QuickBooks Professional Advisor with over 14 years of public speaking experience, including 6 years teaching QuickBooks users and consultants. Joe currently works with The Sleeter Group, a prestigious and highly reputable national QuickBooks training provider to present advanced QuickBooks instruction to CPAs and accountants across the country. Joe has co-authored two Intuit endorsed classroom curriculums focused on building successful QuickBooks consulting practices: The Sleeter Group’s “QuickBooks Technology Workshop”, and The Sleeter Group’s “Practice Management and Marketing Seminar.” Joe is also the co-developer of The Sleeter Group’s “Successful QuickBooks Consulting System,” a QuickBooks-centered practice management and marketing tool for CPAs and accountants. Joe has built two QuickBooks consulting practices: the first in New Orleans, Louisiana and the second in Atlanta, Georgia – Creative Financial Software (CFS). CFS supports small businesses that use QuickBooks Basic, Pro, Premier, and Premier:Contractor Edition, as well as QuickBooks Enterprise Solutions, QuickBooks Online and QuickBooks Point of Sale. CFS also offers advisory services to Atlanta-area CPA firms, helping them to better service their clients who use QuickBooks. CFS currently serves as an independent consultant to Intuit, the developers of QuickBooks software, advising them regarding product development, accountant training, and QuickBooks help menu content. Joe is a presenter of Intuit's Advanced Certification curriculum and he authored one of the four live advanced courses and one of the four webinars that are required to become an advanced certified QuickBooks ProAdvisor.