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Advisory Services with Heart: How Amy Vetter is Helping CPAs Stay Relevant in the AI Age

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As automation reshapes accounting, Amy Vetter, MBA, CPA, CITP, CGMA, CSP, RYT, is helping professionals stay ahead by leaning into what machines can’t do — build trust, interpret meaning, and truly connect with clients.

In her breakout session at PEAK 2025, Amy shares the core concepts behind her book Integrative Advisory Services. This isn’t just another “embrace tech” pep talk. It’s a roadmap for becoming indispensable — by being human.

Amy says, “We have to go through our own period of self-discovery and find those things that relieve that stress for us.” That same thinking applies to advisory work: the more connected we are to our clients and ourselves, the more effective we become.

Attendees will learn:

  • How to provide value tech can’t replicate
  • How to build deeper client relationships
  • How to deliver insights — not just data
  • And how to make advisory part of your firm’s DNA

Why It’s Worth It:

This session is a must for any CPA, bookkeeper, or advisor wondering what’s next — and how to be ready for it.

Join Amy Vetter at PEAK 2025 and discover how to turn your client work into something meaningful, strategic, and future-proof. Reserve your spot.

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Lauren Standiford