Imagine What's Possible for You and Your Practice
Transforming your practice starts here.
Feel the sense of purpose that comes from working more closely with the clients you love.
CAS Winter 2023
Private CAS Summer 2023
CAS Summer 2023
June 12 - July 27, 2023
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CAS Fall 2023
October 26 - December 13, 2023
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Private CAS Fall Event
Private CAS Fall Event
Become: Designing Your Practice
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.
Build: Create Your Business Processes & Automation
This four-week course focuses on helping your business become more efficient, productive, and collaborative. You will learn how to integrate technology, automate processes, and empower your employees so that you can provide the best client experience possible. Become a thoughtful and effective leader by incorporating mindfulness practices and learning how to bring your authentic self to your work.
Blossom: Grow and Scale Your Practice
In this four-week course, you will receive guidance to grow and scale your business. Topics covered will address pricing, brand and marketing, sales, and the client onboarding experience. You will cultivate your entrepreneurial mindset, define your personal brand and improve your mindful communications using the B3 Method of Business + Balance = Bliss.
|Blossom: Grow and Scale Your Practice|
|August 3 - 31, 2023
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|November 1 - 29, 2023
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|Become: Designing Your Practice|
|January 4 - February 1, 2024|
More Info Here
|Build: Create Your Business Process & Automation|
When you join today, you are taking the first step to building the accounting practice you’ve always dreamed of.
Amy’s 6-week course offers a proven roadmap jam-packed with killer practices to launch or grow your client advisory services practice from a rock-solid foundation.
Amy Vetter is a sought-after trainer and keynote speaker who successfully started, scaled, and sold her own client advisory services practice. She brings more than a decade of experience coaching thousands of accounting professionals on how to build the practice of their dreams and attract and keep the clients they love.
“I’ve devoted my life to helping thousands of accounting professionals like you learn from my entrepreneurial mistakes and successes. I’ve saved them literally years of time by helping them build a successful advisory practice by creating a solid foundation for their business and using the right technology front the get-go.”
You have what it takes to become a Cherished Advisor. You can become irreplaceable to your clients and operate a thriving advisory business that serves clients’ needs and fuels your own personal and professional goals.
When you join The Client Advisory Services Roadmap – The Cherished Advisor Step-by-Step Program, I will guide you in creating a 12-month strategic plan that will transform your practice and your life.
Purpose: Define your personal purpose and align it with the mission of your practice;
Customers: Pitch the value of your advisory services to the existing 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 how to specialize in their needs;
Technology: Assess the right technology for your practice and re-engineer your operations to streamline processes and create new ways to collaborate;
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 based on your firm’s stage of growth;
Success: Determine your priorities and measurements for success;
Roadmap: Create your own 12-month client advisory services roadmap that’s aligned with your purpose and passion.
Weekly live group discussion and virtual coaching sessions with Amy or a B³ Team Member.
Up to 9 hours of CPE available.
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.
I train accountants to become Cherished Advisors®.
When I was in my teens, my mom lost her business – and basically everything we owned – our home, our furniture in the process – largely because no one was looking out for her and being proactive in helping her understand and predict her financials and how it related to her operations. It was the 1980s, and bad loan practices led many small businesses to go belly up, but when it’s your own family, the pain is visceral º– losing your home, selling all of your furniture at a garage sale, taking on extra jobs as a teenager to help pay the bills – in a way headlines could never convey.
Watching my mom work so hard to build a thriving business only to lose everything because her accountant didn’t take the proactive steps to guide and protect her from surprises in her business made my path crystal clear: I wanted to protect business owners in similar situations, and their families, from ever being forced into a corner with no good financial options. I believed there was a better way to serve clients and always have time for what they needed, when they needed it.
Week 1: Your Goals + Business Planning Intro: In the first week you will learn how the course will work, commit and schedule your calendar to do the work, and set your high level goals and intentions. This first module will focus on the group getting to know your practice and learning how you will get the support you need throughout this process so you have what you need to create a successful advisory practice.
Week 2: Your Purpose, Your Practice, Your Clients: Learn the Cherished Advisor journey. Identify your personal purpose and explore how to align it with the mission of your practice. Define which customers and industries you want to work with more (and those you want to part ways with).
Week 3: The Right Technology, the Right People: Learn about and how to select the latest software and technology platforms to streamline your operations. Identify the right talent for your practice and assess the skills and needs of your current employees and contractors.
Week 4: Your Pricing & Marketing: Learn how to transition from hourly to value-based pricing so that you get paid for what you’re worth, not by the time you work. Assess your current marketing to see if it’s aligned with your mission. Learn about the latest marketing methods and how best to incorporate them into your practice.
Week 5: Sell Your Value & Onboarding New Clients: Learn how to sell the value you offer to the clients you already love and find new ones in your target industry. Identify the best ways to onboard new clients to ensure that you’re meeting their advisory service needs.
Week 6: Share & Finetune Your Roadmap: Finalize and share your advisory services action plan with Amy and the other course participants that have been there to support you throughout this journey. Ask questions and fine-tune your plan.
This new life you imagine is possible! Trust me. I’ve walked in your shoes and am here to guide you every step of the way. What I learned most is that it takes more than just being a Trusted Advisor, it takes what I call being a “Cherished Advisor.”
A Cherished Advisor goes beyond what’s expected of a trusted advisor. Sure, we’re implicitly trustworthy by virtue of our professional credentials. But a Cherished Advisor is someone our clients can’t imagine living without. A Cherished Advisor is:
A valued business partner who is invited to the decision-making table when key business decisions are being made, not after the fact.
A leader with the communication and analytical skills to tell the story behind the numbers to help clients make smart holistic business decisions.
Not necessarily a natural “techie,” but someone who knows how to identify, and leverage the latest time-saving technology to help their clients grow and thrive.
A self starter with an entrepreneurial mindset who knows how to quickly adapt to their clients’ business and industry needs.
A highly valued strategic partner whom their business clients appreciate, highly value and can’t imagine not having on their team!
Want to start or expand their advisory services practice.
Work within an accounting firm and are developing an advisory services practice within the firm.
Want to become cherished by their clients.
Will commit to following my roadmap to becoming a Cherished Advisor.
Accounting professionals who are not committed to the process. It takes more than the financial investment in the course – it’s on you to carve out the time and dedication to implement the plan. This commitment is a two-way street, and if you don't do your part, you won’t see results.
The B³ Method Institute is an educational organization focused on helping you achieve your desired potential in your career and personal life through the B³ Method (Business + Balance = Bliss).
The B³ Yoga includes:
Unlimited access to our Virtual Library
Exclusive access to a private community group on Facebook to collaborate with others on the B³ Journey.
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.