Built for CAS practitioners, fractional CFOs, firm owners, and the finance professionals who report to them.
Each program ends with something you can put to work immediately: a pricing model, a client roadmap, a sales process you can repeat.
Build the Practice You Want to Run
SELF-PACED · 90 DAYS · 30 LESSONS
For practitioners adding advisory work without recreating the same pressure in a new form.
Advisory services are where practices grow, and where most practitioners get stuck. Usually the sticking point has nothing to do with technical skill. Nobody taught them how to price advisory work or position it to the clients already sitting in their book. This program walks through purpose, client profile, pricing, and a 12-month roadmap you own, built on Amy's Cherished Advisor framework.
You’ll walk away with:
✓ A clear client profile and a workable process for relationships that don't fit it
✓ A 12-month advisory roadmap ready to use on day one
✓ A pricing model that moves off hourly billing
Cherished Advisor®:
Tax & Client Advisory Services Practice Roadmap
SELF-PACED · START ANYTIME · $99.95/month
The Simple Sales Process:
Grow + Scale Your Practice
For practice owners whose next stage depends on selling, which is the part nobody trained them for.
You can be excellent at the work and still watch growth stall at the conversation where someone has to say yes. This self-paced course covers the sales side of a practice: what you charge, how you're known, how prospects find you, and what the first ninety days of a client relationship feel like. Work through it on your own schedule.
You’ll walk away with:
✓ Pricing built around the value you deliver instead of hours logged
✓ A personal brand that separates you from the firm down the street
✓ A client onboarding experience that earns the second year
✓ A repeatable sales process you can hand to someone else
LIVE VIRTUAL COHORT · 7 SESSIONS · 21 CPE · $99/month or $295 for full 90-day access
For finance leaders building a fractional or advisory practice of their own.
A lot of finance professionals reach a point where the traditional path stops fitting. This mastermind is for the ones ready to build a fractional or advisory practice of their own. Across seven live virtual sessions, Amy Vetter and Carl Seidman work through what sits underneath that decision: how to price the work, which clients to serve, and where those clients come from. Both of them built the practices they teach.
You’ll walk away with:
✓ Positioning and pricing that supports premium rates
✓ Inner Circle access to business models, templates, and office hours
✓ A private peer community that continues after the cohort ends
The Fractional CFO &
Advisory Mastermind
Next cohort: October 20 – December 8, 2026
Seven Tuesdays, 10:00 AM – 1:00 PM CT
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Amy Vetter is a CPA, certified yoga instructor (RYT500), and Certified Speaking Professional (CSP) who has held C-level roles at global organizations including Xero and Intuit. Her programs integrate evidence-based wellness strategies with financial and organizational leadership expertise, providing leaders with both the business case and the practical tools for sustainable culture change. Her Fulfillment ROI™ framework translates well-being initiatives into measurable business outcomes.
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Fulfillment ROI is Amy Vetter's proprietary framework for measuring the business impact of leadership well-being and team wellness. Research shows organizations with high engagement report higher profitability and higher productivity. The Fulfillment ROI framework helps organizations track wellness investments against concrete business outcomes, including revenue growth, turnover reduction, and engagement scores.
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The B³ Method Institute's organizational programs are designed for C-suite executives, managing partners, HR and people operations leaders, and leadership teams at companies and professional services firms navigating burnout, culture transformation, or leadership development. Programs are particularly relevant for accounting, finance, and professional services organizations.
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The B³ Community Partners program connects organizations whose products and services align with Amy Vetter's mission of sustainable leadership and professional well-being.
Frequently Asked Questions
Every practitioner who starts one of these programs arrives in roughly the same place: knowing the current version of the practice is not the one they want to keep running, and not yet sure what the next one looks like. That is where we begin.
Still deciding?
The B³ Method Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.