Live or Self-Paced Course
Tax & Client Advisory Services Practice Roadmap: The Cherished Advisor® Step-by-Step Program
About this course
Advisory services are where accounting practices grow. They are also where most practitioners get stuck, not for lack of technical skill, but because no one taught them how to price advisory work, position it to existing clients, or build a service model that does not quietly recreate the same pressures in a different form.
The Cherished Advisor® Step-by-Step Program gives practitioners the complete roadmap. Over 90 days and 30 video lessons, participants define their purpose, build their client profile, overhaul their pricing, and develop a 12-month advisory services roadmap they own and can start using immediately. The program is built around Amy's Cherished Advisor® framework and includes downloadable worksheets for each module and access to a private community group.
The practitioners who finish this program are not just adding services. They are building the kind of client relationships where they get called first.
Price: $99/month or $295 for full 90-day access | CPE Credits: 1/Month
What you’ll get:
A defined personal purpose aligned with your practice mission
A pricing model that moves away from hourly billing toward the value you actually deliver
A clear client profile and a workable process for the relationships that don't fit it
Confidence marketing and selling advisory services to the clients you want
A 12-month Client Advisory Services roadmap ready to use on day one
The online course includes:
Monthly LIVE group discussions and virtual coaching sessions the second Tuesday of each month from 12-1 PM ET.
Thirty videos on the topics assigned each week to watch when it’s most convenient for you
Downloadable PDF worksheets for each module to complete on your own, submit in advance, and discuss during monthly meeting
Exclusive membership to a private Facebook group to ask questions and share insights with each other
Join us on this journey to create the practice of your dreams. Learn to inspire growth in your client relationships, cultivate business growth through collaborative dialogues, and more!
Your Instructor: Amy Vetter
CPA, CSP, and Top 25 Most Powerful Women in Accounting—someone who lived both sides of burnout and sustainable success. She became a certified yoga instructor while staying in business—and that combination created The B³ Method®.