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Instructor
Amy Vetter
Instructor
Amy Vetter, CPA, CITP, CGMA, MBA is the CEO of The B3 Method Institute and B3 Yoga, a transformative keynote speaker, author, consultant, and podcast host. As the creator of the B3 Method® for Business, Balance & Bliss, she inspires professionals on mindful technology use, leadership, and work-life balance. Recognized as one of the “Most Powerful Women in Accounting” and a Top 100 Most Influential Person in Accounting, Amy contributes to AICPA’s Journal of Accountancy, Accounting Today, and more. A TEDx speaker and author of Business, Balance & Bliss and Integrative Advisory Services, she helps professionals embrace innovation while fostering human connection. She serves on the AICPA Council, the Ohio Society of CPAs Board, and AICPA’s Engage Tech+ conference planning committee. With expertise in cloud transformation and business strategy, Amy’s leadership spans CPA firms, software companies, and entrepreneurial ventures. Learn more at www.amyvetter.com.
As accounting and bookkeeping professionals, we strive to improve our clients’ businesses with the financial information we provide to them. Yet many of us still spend the majority of our time entering data and crunching numbers, which doesn’t leave enough time in our day to help our clients actually improve their businesses at a holistic level. With cloud technology, artificial intelligence and machine learning, much of the traditional data entry tasks of the past will be reduced. However; the human side of the experience can never be replaced by technology, only enhanced. Our clients are asking for our time, and now with technology’s gift of more time, we can learn to create the value our clients want by clearly communicating the meaning of financial data in a way that helps each company succeed and thrive. As a Cherished Advisor, you become a strategic partner that your business clients appreciates, highly values and can’t imagine living without.
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* Understanding what clients want versus accountants
* Overcoming the fear of technology and disruption
* Defining what a Cherished Advisor is
* Learning soft skills to become a Cherished Advisor
* Mentoring your team to become advisors
* How to build additional value beyond accounting for your clients
* The tools to utilize to become a thought leader in your selected niche
* Delivering engagements in different ways
* Creating a customer experience in your firm
* Developing a sales process
* Ongoing customer relationship management
* Evaluating client happiness
* Creating internal staff happiness
Senior Level Associate, Management, Partners, Firm Owners