Our complete list of Tax & Client Advisory Services (CAS) courses available to you:

Tax & Client Advisory Services (CAS) LIVE WORKSHOP


Embark on a journey of personal and professional alignment with our meticulously designed workshop. Within this program, you'll:

  • Learn strategies to ensure fair compensation for your services
  • Establish a consistent income from clients you genuinely value
  • Reignite your professional pride
  • Inspire growth in your client relationships
  • Cultivate business growth through collaborative dialogues
  • Benefit from comprehensive course materials, interactive sessions, and expert-led discussions
    • Secure Your Spot Now, Begins July 11th!
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    "Unlock Success: Strategize Your Practice for Transformative Results!"

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    Tax & Client Advisory Services (CAS) Self-Paced Course


    Embark on a journey of personal and professional alignment with our meticulously designed CAS Course, available for 3 months. Within this program, you'll:

  • Learn strategies to ensure fair compensation for your services
  • Establish a consistent income from clients you genuinely value
  • Reignite your professional pride
  • Inspire growth in your client relationships
  • Cultivate business growth through collaborative dialogues
  • Benefit from comprehensive course materials, interactive sessions, and expert-led discussions
    • Secure Your Spot Now and Unlock Your Transformation!
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    "Unlock Success: Strategize Your Practice for Transformative Results!"

    Shape

    Get a Deep Dive of our
    Tax & Client Advisory Services Courses


    Blossom: Grow and Scale Your Practice

    Unleash your business potential with our comprehensive four-week course. Equip yourself with in-depth insights on:

  • Pricing, brand and marketing, sales, and the client onboarding experience
  • Tools to cultivate a strong entrepreneurial mindset
  • Techniques to define your personal brand
  • Strategies to improve mindful communications using the B³ Method of Business + Balance = Bliss.

    • Start Today to Grow and Scale Your Practice! Learn More

    Become: Designing Your Practice

    Discover how to build a purpose-driven environment with this comprehensive four-week course. You can expect to:

  • Ensure your personal purpose is reflected in services and clients
  • Understand the “Cherished Advisor®” journey and the different stages of innovation
  • Identify pricing strategies and create an action plan for your business
  • Improve Work-Life Harmony® using the B³ Method

    Begin Now to Design Your Practice! Learn More

    • Success Stories from Our Participants:



    More Success Stories from Our Tax & Client Advisory Services (CAS) Course Participants:

    Our students have grown their skills by taking our courses. Here are just a few of their stories.

    “Great course! The content was concise, direct, and relevant to my business needs. Amy and Bonnie fostered a warm, friendly environment that allowed and encouraged all of the participants to share openly and learn from each other in addition to the course content itself. After completing the course, I feel I have some solid direction as to where my business needs to go and how I am going to get there.”

    "This course illuminated my vision in regards to allowing me to finally select a niche market to serve, and by improving my time management skills by making me aware of how I spend my time during the week… Thank you CAS Team!!!"

    ​​”I was quite frustrated with my practice. While I have a strong concept and great tools, my practice just wasn't growing in the ways I wanted and my motivation was waning. This course helped me solidify my view and gave me the tools and a plan for making the changes that will accomplish my goals. Amy Vetter and her team are great guides for this exciting journey. I feel very grateful and enthusiastic for this great restart to my journey.”

    Introducing our Best in Class Tech Stack Members

    Featuring a range of meditation and yoga classes for all skill levels—including Vinyasa, Meditation and Pranayama, Restorative, Gentle Yoga, Slow Mo, Fundamentals, Beginner Yoga, and Yin Yoga—there’s something for everyone.

    • 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.

     

    Join the B³ Method® Community Group on Facebook

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

    Join Facebook Group

    Become: Designing Your Practice

    Discover how to build a purpose-driven environment with this comprehensive four-week course. You can expect to:

  • Ensure your personal purpose is reflected in services and clients
  • Understand the “Cherished Advisor®” journey and the different stages of innovation
  • Identify pricing strategies and create an action plan for your business
  • Improve Work-Life Harmony® using the B³ Method

    • Pre-order and Design Your Dream Practice! Learn More