You're Good at Your Work. But Something Feels Off.
These programs are for professionals who are ready to stop pushing through and start figuring out why the work stopped feeling worth it—and what to do about it.
The Work Starts Here.
Every program here is built on the same foundation. Real, sustainable success requires all three elements of the B³ Method® working together—business results, personal well-being, and work that connects to something meaningful. When those three align, something shifts in a way that actually holds.
Business Courses
If you're ready to rebuild your practice around work you actually want to do, these are for you.
30-DAY SELF-PACED COURSE
The Cherished Advisor®:
The Simple Sales Process
Are you unable to keep up with your client advisory leads or where you are in the sales process with potential or current clients? Many of us begin selling to prospective clients organically without a foundation in place to create a long-term advisory relationship and ensure that we are bringing in the right clients to our practice.
The success of a new advisory client relationship starts from the discovery phase all the way through onboarding. In reality, the sales process never ends--it is an ongoing relationship that you grow over time to create a long-lasting, prosperous client relationship. Breaking down your sales process and setting up the right foundation can not only help you work with the clients you want, but also help you not take on clients that are not a good fit. By setting up the right level of automation and back-end processes, you can generate more revenue with the clients you already know and love before bringing on one more new client.
LIVE COURSE
The Fractional CFO and Advisory Mastermind
A lot of finance professionals reach a point where the traditional career path stops feeling like the right one. This mastermind and community is for CFOs and senior finance leaders ready to build a fractional or advisory practice that reflects how they actually want to work. You'll get the business model, the positioning, and the client strategy that makes this career path both financially sustainable and genuinely satisfying.
SELF-PACED COURSE
Tax & Client Advisory Services Practice Roadmap: The Cherished Advisor® Step-by-Step Program
The firms that will thrive in the next decade won't be built on compliance work alone. They'll be built on trust, genuine advisory relationships, and a clear sense of purpose. This program gives you the complete roadmap to intentionally build that kind of practice—attracting clients who value what you bring, doing work that aligns with who you are, and creating a firm you're proud to lead. Built around Amy's Cherished Advisor® framework.
Every offering on this page was built around one idea:
you shouldn't have to choose between a career that performs and a life that feels worth living.
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.