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Accounting

Woodard Appoints Deborah Defer as Director of CAAS Consulting Services

Defer will lead Woodard’s efforts in providing comprehensive assessments, practice strategy/design, and implementation support to top 200 CPA firms in the United States.

Isaac M. O'Bannon

Jun. 21, 2023

Woodard, a provider of consulting services for the accounting profession, has appointed Deborah Defer as the director of client accounting and advisor services (CAAS) consulting. In this role, Defer will lead Woodard’s efforts in providing comprehensive
assessments, practice strategy/design, and implementation support to top 200 CPA firms in the United States.

Defer brings over two decades of invaluable experience in CAAS leadership within enterprise firms, making her the perfect fit to spearhead Woodard’s CAAS consulting services team. She will have a primary focus on standardization, data entry automation, modernization of client interactions, pricing, and expanding advisory services within existing CAAS clients.

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“I am thrilled that Deb has decided to head up this important and ever-expanding arm of the Woodard organization,” said Joe Woodard, CEO of Woodard. “Her 20-plus years of CAAS leadership experience within the enterprise firm space will take
our existing CAAS consulting services to an entirely new level for our current and future CPA firm clients.”

The company says that Defer will play a pivotal role in helping Woodard revolutionize the way top 200 CPA firms in the U.S. approach client accounting and advisor services. Her expertise and leadership will be instrumental in guiding the team to develop innovative strategies and implement cutting-edge technologies to maximize efficiency, productivity, and profitability for Woodard’s clients.

“I am honored to join Woodard and lead the CAAS consulting services team,” said Defer. “I am excited to work alongside such a talented group of professionals and leverage my experience to drive positive transformation for our clients. Together, we will redefine the landscape of client accounting and advisor services within the accounting [profession].”