Transforming Your Practice Starts Here

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

Thursday, July 11th 2:30-3:00 PM ET
Monday, July 15th 12:00-3:00 PM ET
Tuesday, July 16th 12:00-3:00 PM ET
Wednesday, July 17th 12:00-3:00 PM ET
Thursday, July 18th 12:00-3:00 PM ET
Week of July 22nd - Private 1:1 30 minute Coaching Session
Wednesday, July 31st - 12:00 - 3:00 PM ET - Presentations

Take the First Step Toward Transformation: Apply Below!

It's Time To Transform Your Practice

🌟Special Offer for CPAmerica! 🌟

We're excited to extend an exclusive offer for the first three lucky winners.
Apply for the Tax & Client Advisory Services Workshop for $99 (a $700 savings)
See instructions below.

As a token of our appreciation for your continued support, we're thrilled to offer you an incredible $700 discount on our upcoming Tax & Client Advisory Services Live Workshop. Ready to take your skills to the next level and seize this exclusive opportunity? Simply fill out the Tax & Client Advisory Services Application form below to be considered for the discounted course. Don't miss out on this chance to enhance your expertise and expand your professional horizons! Limited spots available.

Note: We will send chosen applicants a Coupon Code to receive the discount.

Secure your discount by completing the form below!

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

The online course includes:

Live group discussions and virtual coaching sessions with Amy and Byron
Videos on the topics assigned each session 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 calls
Exclusive membership to a private Facebook group to ask questions and share insights with each other

Further Details:

Recommended Hours of CPE: 15+
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

Tax & Client Advisory Service Instructors

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.

Byron Patrick, CPA.CITP, CGMA

Byron Patrick bridges technology with accounting, innovating firms nationwide. He founded Simplified Innovations Inc, furthered automation at Botkeeper, and now aids leaders in achieving Business, Balance & Bliss at The B³ Method Institute. A prominent speaker, he shares insights on accounting technology at various conferences and contributes to several publications, including the Journal of Accountancy.

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Tax & Client Advisory Services Course Application

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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 Tax & Client 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.

Begins Thursday, July, 11th!

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

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