You're Good at Your Work. But Something Feels Off.
These programs are for professionals who are ready to stop pushing through and start figuring out why the work stopped feeling worth it—and what to do about it.
The Work Starts Here.
Every program here is built on the same foundation. Real, sustainable success requires all three elements of the B³ Method® working together—business results, personal well-being, and work that connects to something meaningful. When those three align, something shifts in a way that actually holds.
Balance Courses
If you're running on empty and can't figure out how to stop, start here.
30-DAY SELF-PACED COURSE
Work-Life Harmony &
Finding Balance
Most professionals don't need more time management tips. They need a different relationship with how they work. This course gives you the B³ Method® tools to build sustainable harmony between your professional and personal life—not by doing less, but by doing things differently. You'll finish with clearer boundaries, renewed focus, and a daily rhythm you can actually maintain.
30-DAY SELF-PACED COURSE
Be Present to be Productive:
Intentional Time Management
Constant busyness is not the same as meaningful productivity, and most high achievers feel that gap even if they can't name it. This course teaches you to work with your attention instead of fighting it. As part of the B³ Mindfulness series, you'll learn practical tools to streamline your day, reduce mental clutter, and reclaim the focus that fragmented work has been quietly eroding.
Business Courses
If you're ready to rebuild your practice around work you actually want to do, these are for you.
LIVE COURSE
The Fractional CFO and Advisory Mastermind
A lot of finance professionals reach a point where the traditional career path stops feeling like the right one. This mastermind and community is for CFOs and senior finance leaders ready to build a fractional or advisory practice that reflects how they actually want to work. You'll get the business model, the positioning, and the client strategy that makes this career path both financially sustainable and genuinely satisfying.
LIVE OR SELF-PACED COURSE
Tax & Client Advisory Services Practice Roadmap: The Cherished Advisor® Step-by-Step Program
The firms that will thrive in the next decade won't be built on compliance work alone. They'll be built on trust, genuine advisory relationships, and a clear sense of purpose. This program gives you the complete roadmap to intentionally build that kind of practice—attracting clients who value what you bring, doing work that aligns with who you are, and creating a firm you're proud to lead. Built around Amy's Cherished Advisor® framework.
The B³ Retreat: Disconnect to Connect
Some things can't happen in a course. The Disconnect to Connect Retreat gives you three days away from everything pulling at your attention—to figure out what you actually want from your work and your life, and leave with a real plan to get there.
Every offering on this page was built around one idea:
you shouldn't have to choose between a career that performs and a life that feels worth living.
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.