Are you ready to align your practice with passion and purpose?

The time is now to intentionally transform your practice into one aligned with your personal purpose and passion.

Join us on a six-week journey to create the practice of your dreams. Learn to inspire growth in your client relationships, cultivate business growth through collaborative dialogues, and more!

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It's Time To Transform Your Practice


Client Advisory Services Instructors

Amy Vetter, CPA, CITP, CGMA, is the CEO of The B3 Method Institute

Amy Vetter is a transformational business keynote speaker, CEO, author, and host of the podcast, Breaking Beliefs. She brings her unique perspective as a CPA, Yogi, and Technologist to audiences and has authored multiple books, including Disconnect to Connect and Business, Balance & Bliss. For inspiration, follow her @AmyVetterCPA.

Byron Patrick, CPA.CITP, CGMA

Byron Patrick bridges technology with accounting, innovating firms nationwide. He founded Simplified Innovations Inc, furthered automation at Botkeeper, and now aids leaders in achieving Business, Balance & Bliss at The B³ Method Institute. A prominent speaker, he shares insights on accounting technology at various conferences and contributes to several publications, including the Journal of Accountancy.

The Client Advisory Services Practice Roadmap: The Cherished Advisor® Step-by-Step Program

The 6-week online course includes:

  • Weekly live group discussions and virtual coaching sessions with Amy

  • 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 weekly calls

  • Exclusive membership to a private Facebook group to ask questions and share insights with each other

Further Details:

  • Recommended Hours of CPE: 9

  • Field of Study: Business Management & Organization, Communication & Marketing

  • Program Level: Basic

  • Delivery Method: Blended Learning

  • NASBA Fields of Study: Non-Technical; Business Management & Organization

  • Advanced Preparation: Optional reading of Amy’s book, Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud.

Who is this course for?

This course is designed for professionals looking to align their practice with passion, purpose, and principles that foster growth. If you're ready to unlock your transformation and create lasting change in your professional life, this course is for you!

Course Outcomes and Benefits:

Upon completing The Client Advisory Services Practice Roadmap, you'll learn how to identify and develop your:

  • Purpose: Define your personal purpose and align it with the mission of your practice

  • Customers: Pitch the value of your services to the clients you love and learn how to gracefully break up with the ones you don’t

  • Industries: Identify which industries you want to work with and specialize in their needs

  • Technology: Assess the right technology for your practice and re-engineer your operations to streamline processes

  • Pricing: Transform your pricing from hourly based to reflect the actual value you provide

  • Sales: Confidently market and sell the value of your advisory services

  • People: Learn when to hire employees vs. contractors and other short and long-term considerations

  • Success: Determine your priorities and measurements for success

  • Roadmap: Create your own 12-month client advisory services roadmap aligned with your purpose and passion


B³ Yoga! Practicing with us Virtually is SIMPLE!

As a bonus, every B³ CAS course includes unlimited access to our extensive Yoga Library with monthly live classes and exclusive access to a private community group on Facebook to collaborate with others on the B³ Journey. Signature

Featuring a range of meditation and yoga classes for all skill levels—including Vinyasa, Meditation and Pranayama, Restorative, Gentle Yoga, Slow Mo, Fundamentals, Beginner Yoga, and Yin Yoga—there’s something for everyone.

  • The B³ Yoga includes:

  • Monthly LIVE Yoga Events

  • Unlimited access to our Virtual Library

  • Exclusive access to a private community group on Facebook to collaborate with others on the B³ Journey.

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