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.
Space is limited. Register now to secure your seat!
Up to 15 Hours of CPE
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.
This six week CAS Course is part of your 12-Month Program for Rainmaker Community Members
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.
When you join today, you are taking the first step to building the accounting practice you’ve always dreamed of.
Amy’s six 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.
The Winter CAS course runs January 5 - February 16, 2023
“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.”
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.
I train accountants to become Cherished Advisors®.
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.
Space is limited. Register now to secure your seat!
Up to 15 Hours of CPE