How to turn Scaling New Heights 2025 into a win for you and your clients?

If you’re an accountant, bookkeeper, firm owner, or advisor looking to stay competitive in a fast-evolving industry, Scaling New Heights 2025 is one event you can’t afford to miss. The conference brings together over 1,000 accounting professionals, app partners, consultants, and educators from across the country.

Now in its 16th year, Scaling New Heights is more than a continuing education event—it’s a launchpad for modernizing your practices, meeting best-in-class tech vendors walking with strategies and solutions that can immediately benefit your clients.

In this blog, we’ll not only cover how to get the most value out of your time at the event, but also spotlight the top tech tools you should consider bringing back with you for your clients benefit—including WizCommerce, a leading B2B commerce platform purpose-built for your clients in wholesale and distribution businesses.

Scaling New Heights 2025: Event details and themes

Scaling New Heights 2025 is scheduled for June 22–25, 2025, at the Orlando World Center Marriott in Orlando, Florida. Hosted by Woodard, this premier conference draws over 1,500 accounting and advisory professionals for four days of education, innovation, and connection.

Event details

• Dates: June 22–25, 2025
  
• Location: Orlando World Center Marriott, Orlando
  
• Website: woodard.com/scaling-new-heights-2025

Who should attend Scaling New Heights 2025?

• Accountants and CPAs
  
• Bookkeepers
  
• Firm owners and partners
  
• Advisory-focused professionals
  
• App ecosystem consultants
  

Key themes of Scaling New Heights 2025

The 2025 conference theme, “Make It So,” is a call to action—urging attendees to move from strategy to execution. It reflects a mindset of turning ideas into action using modern tools, technology, and partnerships.

Key focus areas for this year include:

• Leveraging AI in Accounting
  
• Modernizing Client Workflows
  
• Automating Advisory Delivery
  
• Building Referral Ecosystems
  
• Enhancing Operational Efficiency with Integrated Tools
  

These themes set the tone for the sessions, workshops, and conversations you’ll have—whether you’re looking to optimize your own practice or bring more value to your clients.

How to best leverage Scaling New Heights 2025

Attending Scaling New Heights 2025 is a major opportunity—but how you engage with the event will determine how much value you take back. Here’s how to make the most of your time in Orlando:

1. Tap into expert-led insights that move the needle

With 100+ sessions across technology, advisory, tax, pricing, and practice growth, SNH 2025 offers practical learning led by some of the industry’s most respected voices. 

Speakers like David Allen (productivity pioneer), Chaunté Lowe (Olympian and entrepreneur), and Brittany Brown (CEO, LedgerGurus) will offer more than just inspiration—they’ll equip you with frameworks you can implement immediately.

Whether you’re navigating economic shifts, pricing advisory services more effectively, or scaling your firm’s operations, prioritize sessions that align with your business goals. Come with questions, take structured notes, and be ready to apply what you learn as soon as you’re back in the office.

2. Prioritize networking—It’s one of the biggest wins

SNH 2025 isn’t just about content—it’s about community. With over 1,800 attendees in previous years, you’ll be surrounded by peers who understand your challenges and can offer fresh perspectives, referrals, and even collaboration opportunities.

Be intentional: join breakout groups, introduce yourself between sessions, and attend the evening networking events. These informal conversations often lead to long-term partnerships, new client pipelines, or simply a renewed sense of motivation from knowing you’re not in it alone.

3. Take advantage of hands-on training & certifications

Many firms attend SNH with the goal of leveling up their teams—and there’s no shortage of skill-building opportunities. Dive into in-depth workshops on everything from IRS enforcement strategies to video marketing, delegation, and operational systems.

Sessions are designed to give you tangible takeaways. Want to improve team efficiency? Sit in on sessions about delegation frameworks. Looking to stand out online? Attend the marketing intensives. The more actively you engage, the more you’ll bring back to improve your practice.

4. Explore the tech expo with a problem-solving lens

The expo floor is a goldmine for discovering tools that solve real challenges — whether it’s syncing QuickBooks Online to Excel via Spreadsheet Sync or building out operational systems in Notion using the GTD methodology.

Over 100 sponsors and solution providers will be showcasing tools to help automate, integrate, and streamline firms and their clients business operations. Instead of browsing passively, go in with a shortlist of issues you want to solve—whether it’s reporting bottlenecks, client onboarding inefficiencies, or sales forecasting challenges.

Engage with demos, ask detailed questions, and follow up after the event. This is your chance to walk away not just with product brochures—but with platform partnerships that will meaningfully enhance your service delivery.

Top tech tools to bring back from Scaling New Heights 2025

Scaling New Heights 2025 is where innovation meets action. Beyond the breakout sessions and keynotes, the expo hall is filled with tools that solve real problems—tools that can help you deliver smarter services, work more efficiently, and create new value for your clients.

Here are five platforms from this year’s sponsor list, each offering transformative solutions for advisory-minded firms:

1. WizCommerce – AI-powered B2B sales and ecommerce platform for wholesale clients

WizCommerce is an end-to-end B2B sales platform built to simplify and unify wholesale operations. Instead of juggling separate systems for order-taking, inventory tracking, B2B ecommerce, and customer communication, wholesalers can manage everything in one place. From empowering sales reps in the field to enabling seamless online ordering and automating key workflows, WizCommerce helps wholesale businesses sell smarter and operate more efficiently.

What does it solve?

WizCommerce’s AI-powered B2B sales app helps eliminate manual order entry, delayed quote approvals, and poor visibility into real-time inventory and pricing—especially during trade shows or offline scenarios. 

With its B2B ecommerce platform, WizCommerce helps solve the lack of self-service ordering, inability to support bulk orders and tiered pricing, limited product discovery, and missing features like freight terms, payment rules, and customer-specific catalogs. All of this is unified in one integrated platform, reducing fragmentation and improving operational accuracy.

Why is it worth your time?

If you serve wholesale businesses, WizCommerce gives you a powerful edge. It offers both a B2B ecommerce storefront and a rep-friendly B2B order-taking app—fully integrated with ERPs like QuickBooks Desktop and Online, Xero, NetSuite, Fishbowl, Sage and many more. 

That means your clients can process more orders with fewer errors, sell around the clock, and gain real-time visibility into inventory and pricing. By recommending WizCommerce, you’re not just solving operational pain points—you’re helping clients grow faster and sell smarter.

2. Yooz – Automate your clients’ entire accounts payable workflow

Accounts payable is often a headache for clients—and a cleanup job for you. Yooz takes the friction out of invoice processing by providing a smart, cloud-based AP automation platform that scales with your client’s needs.

What does it solve?

Slow invoice approval cycles, missing documentation, human data entry errors, and late payments.

Why is it worth your time?

By scanning, reading, routing, and storing invoices automatically, Yooz reduces manual input while ensuring every step is audit-ready. Clients can approve bills in just a few clicks, and you get consistent, timely data for reconciliation. Yooz also helps reduce fraud risk and maintain compliance—especially important for clients with growing vendor bases or complex approval hierarchies.

Bring this tool back to clients who rely on spreadsheets and email threads to manage payables—you’ll instantly boost their efficiency (and reduce your workload).

3. Visory – cybersecurity and IT support purpose-built for financial professionals

As firms migrate to the cloud and handle more sensitive client data, secure infrastructure isn’t optional—it’s essential. Visory offers managed IT services, cybersecurity solutions, and hosting platforms designed specifically for accountants and financial professionals.

What does it solve?

Unpatched software, phishing risks, ransomware threats, and inconsistent data backup policies.

Why is it worth your time?

Many firms—even those using cloud software—don’t have formal IT support. Visory helps bridge that gap with 24/7 system monitoring, proactive threat prevention, and industry-specific compliance expertise. Whether it’s managing a secure hosting environment or guiding your tech stack decisions, they act like an outsourced IT department that understands the unique needs of accounting professionals.

This is a great partner for firms scaling fast or looking to improve their internal security posture without hiring full-time tech staff.

4. Cin7 – smarter inventory and order management for product-based clients

For clients who sell physical products—especially across multiple channels—inventory management can quickly become chaotic. Cin7 provides a unified inventory and order management system that integrates sales, purchasing, warehousing, fulfillment, and accounting in one place.

What does it solve?

Stock discrepancies, overselling, slow order fulfillment, disconnected sales channels, and inventory blind spots.

Why is it worth your time?

Cin7 is ideal for clients who sell on platforms like Shopify, Amazon, or B2B portals and need real-time visibility into what’s in stock, where it’s located, and how it’s moving. The software automates purchase orders, syncs data across warehouses and sales platforms, and provides built-in reporting that links directly to accounting tools like QuickBooks and Xero.

By recommending Cin7 to your inventory-heavy clients, you position yourself not just as a compliance partner—but as a key player in optimizing their cash flow, order accuracy, and customer satisfaction.

5. SmartVault – document management that keeps you organized

Documents drive accounting, but traditional file-sharing systems often lead to miscommunication, lost files, and security risks. SmartVault offers a centralized, secure, and audit-friendly way to manage documents, built specifically for accountants and their clients.

What does it solve?

Cluttered inboxes, insecure attachments, lost source docs, and inefficient onboarding processes.

Why is it worth your time?

SmartVault provides client-facing portals, automated file requests, and secure storage—all within a platform designed to streamline workflows. You can onboard clients faster, exchange sensitive data securely, and maintain version control without chasing email threads.

Plus, its integration with popular tax and accounting software ensures your documents are always accessible at the right point in the workflow. If document management is slowing down your team—or frustrating your clients—this is a tool worth investing in.

Conclusion 

Scaling New Heights 2025 is more than just an accounting conference—it’s a springboard for transformation. From strategic insights and skill-building workshops to a tech expo packed with cutting-edge tools, this event gives you everything you need to elevate your firm and better serve your clients. The key is not just attending—but engaging with intention. Seek out tools that solve your clients’ biggest pain points, from order taking and AP automation to cybersecurity and document management.

Platforms like WizCommerce are redefining what’s possible for advisory-minded firms—especially those serving wholesale businesses. When you bring back solutions that simplify operations and drive client growth, you’re not just staying competitive—you’re becoming indispensable.