Become: Designing Your Practice

Course Description:

In this four-week long course, you will learn how to build an environment of purpose in your business that your team and clients can rally around and can create the life you desire. By applying the B³ Method to your life, you will also improve your Work-Life Harmony® and be sure that your personal purpose is reflected in how you deliver the services in your practice and the clients you choose to work with. 

Upon completion of the course, you will be able to:

  • Identify your purpose as a firm;
  • Understand the “Cherished Advisor®” journey and the different stages of innovation for your accounting practice;
  • Know how to create your firm’s path to specializing in vertical industries;
  • Select clients that you want to work with who align with your niche and purpose;
  • Identify pricing strategies that will align with your business goals and niche;
  • Create an action plan for your business and the tactics to achieve it;
  • Improve Work-Life Harmony® using the B³ Method to reduce stress and bring your authentic self to work; 
  • Align your personal purpose with your business and career goals to ensure it is reflected in the work you do.

Who should attend:

This course is for owners, managers, and accounting professionals at accounting practices who wish to think more strategically about the services, organization and direction of their business.

CPE Accreditation:  Recommended Hours of CPE: 12
Field of Study: Business Management & Organization
Prerequisites: none
Advanced Preparation: Optional reading of Amy’s books: Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud or Business, Balance, & Bliss: How the B³ Method® Can Transform Your Career and Life.
Program Level: Basic 
Delivery Method: Learning

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

CAS B³ Deep Dive Courses - Become

January 4 - February 1, 2024

Join the B³ Method® Community Group on Facebook

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