• Amy will lead a CPAmerica CAS group session following the CAS Workshop completion for members that enroll. This virtual meeting will help to keep process owners accountable to their Action plan that they began during the workshop and monitor firm growth priorities and implementation. The first session will be held on Aug 11, 2022 from 1-3 pm EST.

  • These live group coaching sessions will continue in October (after the 10/15 deadline) and then every 2 months to check-in with each firm for 6 total sessions ending by July 2023.

  • Members that participate in this program will have access to the e-learning content of the CAS Roadmap Course. Prior to each live group session, activities will be assigned so members can share their approaches and processes and receive feedback.

  • Each member will be granted access to The B³ Method Institute Online Monthly content, as well as the B³ virtual and recorded library.

  • A private Facebook group will be created for the members where they can continue to engage outside of the bi-monthly sessions with Amy and their peers.

Key Elements You’ll Master From This Coursework

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.

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 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.

Follow-Up Group Sessions for CPAmerica CAS Fall 2022 Workshop

The first session will be held on Aug 11, 2022
from 1-3 pm EST

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

This 6-week CAS Course is part of your 12-Month Program for CPAmerica Members


The 6-week online CAS course includes:

  • Weekly live group discussion and virtual coaching sessions with Amy.

  • 30 videos on the topics assigned each week to watch when it’s most convenient for you.

  • Up to 15 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.

12-Month Program for CPAmerica Members

  • Transform your practice to attract and keep higher value clients by offering advisory services.

  • Scale by working with clients you love, focusing solely on the industries you are most passionate about.

  • Align your Practice with Your Personal Purpose to become Cherished by clients.

  • Get off the hamster wheel of hourly billing and instead charge based on your true value.

  • Leverage the best in technology tools to reduce busywork and gain the freedom to spend more time working with clients one-on-one.

  • Learn how to market and sell your services to attract and retain more of the kind of clients you love.

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Create a Practice Both You & Your Clients Love!


When you join today, you are taking the first step to building the accounting practice you’ve always dreamed of.

One that’s aligned with your purpose and passion! You’ll start working more with the clients you love and get more time back in your day for You, Your Family, Your Clients.

I am here to support you but once you are in, rest assured, we are a team. I will teach you all the things I wish I knew when I started my client advisory services practice. Together we’ll create a roadmap – the one I wished I had when I started my client advisory services practice – that will help you develop the kind of practice you desire.

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

Imagine the peace of mind you’ll feel knowing that you’re finally being paid for the true value of the services you provide. The freedom that comes with creating a steady stream of income from the clients you enjoy working with most.

Feel the sense of purpose that comes from working more closely with the clients you love – people who also understand your value and who are happy to pay you what you’re worth.

Find a renewed sense of pride by re-igniting your client relationships and having collaborative conversations to help their businesses grow and thrive.

Don’t reinvent the wheel.

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.”


But just like you, there’s more to my story than what most people know...

  • 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.

What's my story?

I train accountants to become Cherished Advisors®.


Because face it, that’s really not what they teach you when you go to school to become an accountant.

So I created the roadmap I wished I had when I started out. In many ways, the businesses I built, scaled and sold helped me find my calling to train thousands of accountants like you to become Cherished Advisors.

I checked off every box on my path to creating my successful accounting career. After graduating college, I worked as an auditor for a Big 4 firm, and then for a Fortune 500 company. Then at 27 years old, I had my first baby, and I decided I needed to go out on my own. I started my business offering bookkeeping services, and since I didn’t know much about the logistics, I researched how other bookkeepers marketed themselves. I quickly found that potential clients did not just want bookkeeping, but wanted advice on how to make their businesses profitable and scalable.

When I began, there was nowhere to turn for guidance. I learned that there was a lot that I did not know about growing my own small business, as well as how to help my clients succeed. Through trial and error, I learned how to cultivate deep client relationships. Now, I help others skip struggles and shorten their runway to becoming a Cherished Advisor. I have trained thousands of accounting professionals just like you in the same methods that worked for me. I also include the best practices I have seen other firms use, which saves them years of time and a whole lot of stress.
Watch Intro Video

Client Advisory Services for Accounting Firms:
Becoming A Cherished Advisor

Becoming a Cherished Advisor®

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!

Follow-Up Group Sessions for CPAmerica CAS Fall 2022 Workshop

The first session will be held on Aug 11, 2022
from 1-3 pm EST