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Trusted by over +5,000 students
"I decided to participate in Amy's coaching program to elevate my business strategy and leadership skills after seeing her authentic style at a conference. Like many entrepreneurs, I sometimes found myself veering off course, but Amy's personalized approach helped me refocus and align my goals with actionable steps. Together, we crafted a plan that not only suited my business needs but also complemented my personal aspirations.
The journey has been transformative, leading to real habit changes that have positively impacted both my professional and personal life. Amy's guidance has been instrumental in helping me balance my roles as CEO of Jackie Meyer Group and President of TaxPlanIQ, while also pursuing my doctorate and writing a book."
"I read Amy’s book, Integrative Advisory Services, and how it outlined how to go beyond being an accountant and bookkeeper and to become a Cherished Advisor. I set up my practice following the book’s outline, as a tech forward firm, using a cloud platform and tying in advisory services to provide my customers a better experience while also maintaining work/life harmony.
I eventually took Amy’s course “The Client Advisory Services Practice Roadmap: The Cherished Advisor Step by Step Program” In addition to working with Amy and her team, I took the course with like-minded firm owners and accountants. The course provided additional tools and helped guide me and my team to become a Cherished Advisor to our clients. I continue to use this roadmap provided by the course, and I have Amy as my coach in my business to fine tune our processes, marketing to the right customer, and to ensure my team’s work and life are in balance.
I would highly recommend taking any of Amy’s courses. You are learning from her experiences, and she is providing you the tools to help you and your team to become a valuable advisor to your clients."
"My journey began as an employee, transitioned to a partner, and now I am the sole owner of a CPA firm. I always had this nagging feeling that this firm could do so much more and that I needed an outside perspective, but I wasn't sure where to turn to. I was fortunate to see Amy Vetter speak at a continuing education conference early in my career. She made me realize that the 100 hour work week was not the norm and I had to break that limiting belief.
I started with a group coaching class that Amy offered to dip my toes into what my future could look like. Her course was eye opening to the possibilities of growth. After about six months, I realized that I had to have one on one coaching to make the biggest impact on both my firm and my clients. Amy helped me articulate my fears and hesitations, providing invaluable support and insight. Her unbiased perspective allowed me to see my business from a new angle, leading to significant breakthroughs. Her coaching has been and still is instrumental in guiding me through the necessary changes to better my firm."
"I felt stagnant, overwhelmed, and bored with my CPA practice and needed a change. Looking for more of a work/life/joy balance, I watched some of Amy’s free videos. I decided I wanted to learn more about having a CAS practice than tax.
I signed up for a CAS group class and went through the exercises. Unfortunately, my personal life got in the way and I didn’t follow through. I got behind on my work and was completely overwhelmed and frustrated with myself. Then I saw Amy at a conference and discussed private coaching to get back on track.
The first thing Amy did was help me make sure this is the correct path for me. She also helps me visualize what I want my future work life and personal life to look like. Amy has worked with me to customize habits like scheduling and being accountable to myself that are helping me get through the backlog created while going through my personal struggle. We are working on solutions to create a practice where I can enjoy what I do for a living for the next 10 to 15 years, while still being able to enjoy my personal life."
“The coaching I received from Amy exceeded all of my expectations! It really didn’t feel like coaching in some ways in that the entire experience was personalized to ME. Never did I feel like she was trying to fit me into some sort of coaching “template.” Her coaching adapted very naturally to my life’s unique circumstances and dynamics. Was it hard? Yes, absolutely. Was it worth it? Yes, absolutely. Thank you, Amy!!!”
Tuesday, January 21, 2025 1:00 PM EST (1 hour)
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