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

Self-Paced Tax & Client Advisory Services (CAS) COURSE

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

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

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!

Take the First Step Toward Transformation: Enroll Now!
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TRANSFORMING YOUR PRACTICE STARTS HERE

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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!

YOU! Transform Your Practice Today!

Tax & Client Advisory Services Instructor

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

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

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

Further Details:

  • Recommended Hours of CPE: 1 CPE for each monthly live session

  • 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.

Course Outcomes and Benefits:

Upon completing Tax & 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

It’s time to commit to doing the work!

Don’t let another year go by to find yourself endlessly working without knowing if you’re making money. The sooner you do the work to build a solid foundation for your advisory services practice, the sooner you’ll be able to grow and build long-term, successful added value relationships with the clients and industries you love.

Introducing our Best in Class Tech Stack Members

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.

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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.