CPA - medium firm
CPA - large firm
You’re passionate about what you do, and that’s why you started or lead a client advisory practice. Combining your passion and business can be both exhilarating and a struggle.
Many professionals stumble into starting an advisory practice because of what they love to do. But without the experience or a roadmap of how to build a new service line or practice that your clients can’t imagine living without for efficiency and scalability, it’s easy to hit pitfalls along the way. To become a “Cherished Advisor®”—a highly valued strategic partner whom your business clients rely on to grow and thrive—you need to have a solid business foundation yourself. It’s therefore essential to put into practice the same kind of advice you give your clients.
As a CPA, consultant, and entrepreneur, Amy will share insights and best practices from her own experience of starting and growing an advisory services practice independently and as a partner in accounting. She will also pull from her more than 10 years of advising thousands of firm leaders on growing and scaling their businesses. You will walk away with actionable tools, tips, and resources for creating and maintaining a solid, scalable foundation for your business for years to come.
Learning Objectives:
- Identify your passion and purpose and determine how to align it with the focus of your client advisory services practice
- List the five stages of the Cherished Advisor® journey to building a solid foundation that enables your practice to grow and thrive well into the future
- Recognize how to select technology that will meet the needs of your practice and that of the clients/vertical industries you choose to serve
- Design an end-to-end customer experience that consistently provides the high-quality level of service and engagement your clients rely on throughout the entirety of your business relationship
- Outline a B3 Innovation Plan with measurable goals to achieve your business objectives while staying true to your purpose
Amy Vetter, CPA, CITP, CGMA
The B3 Method Institute
CEO
[email protected]
(513) 486-6485
Amy Vetter, CPA, CITP, CGMA, MBA, and Certified Speaking Professional (CSP) is the CEO of The B3 Method Institute and B3 Yoga, which provide ongoing learning to help people in all industries and career levels to achieve their desired potential in work and life.
Amy is a transformative keynote speaker, consultant, board member, author, and host of the podcast, Breaking Beliefs. As the creator of the B3 Method® for Business, Balance & Bliss, Amy has inspired thousands of people at hundreds of events on the mindful use of technology, change management, connected leadership, mindfulness in the workplace, and work-life balance.
As a CPA, Amy is also a key influencer in the accounting and finance profession. She has been named one of the “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor and a Top 100 Most Influential Person by Accounting Today multiple times. Amy also shares her accounting and business insights as a contributor to AICPA’s Journal of Accountancy, Accounting Today, CPA Practice Advisor as well as Inc.com and Entrepreneur.com.
With an MBA and deep entrepreneurial roots, Amy is a skilled C-suite executive and corporate board member. She has deep experience in cloud technology and transformation and creating go-to-market (GTM) strategies to scale businesses nationally and internationally. Amy has held leadership roles overseeing sales, education, marketing, and advisory services functions at accounting software companies, as a partner in a CPA Firm, and when she owned and operated her own national accounting and advisory services practice.
Amy authored three books: Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life, Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, and Disconnect to Connect; Tap into the Power Within You to Achieve the Life You Desire. Her most recent book is an instant Amazon Bestseller that teaches you the tools and research to break the cycle of negative generational patterns that create unwanted outcomes in our present lives.
About Our Presenter
Amy is an accomplished entrepreneur, business executive, CPA, national speaker, and yoga practitioner. She is also the author of the book, Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life. In her book, Amy has created a methodology, backed by scientific research, on how to live a more authentic life and achieve work-life harmony based on the unique combination of her business and life experiences. Her second book, Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, is a step by step book for accounting and bookkeeping professionals wanting to transform their services by taking advantage of emerging technologies. Amy’s latest work, Disconnect to Connect; Tap into the Power Within You to Achieve the Life You Desire, is an instant Amazon Bestseller that teaches you the tools and research to break the cycle of negative generational patterns that create unwanted outcomes in our present lives.
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