As advisors, we strive to improve our company or clients’ businesses with the information we provide them. Yet many of us still spend the majority of our time keeping up with regulation and compliance as well as meeting tax deadlines. This doesn’t leave the necessary amount of time in our day to advise each client on how to improve their business results at a holistic level. With technology’s gift of more time, we can learn to create the value that business leaders request by clearly communicating and analyzing the meaning of data in a way that helps the company succeed and thrive. As a result, we can become a Cherished Advisor, meaning that we are considered a strategic, highly valued partner whom our clients can’t imagine living without.
Learning Objectives:
The B3 Method Institute
CEO
amy@amyvetter.com
(513) 486-6485
Amy Vetter, CPA.CITP, CGMA, is the CEO of The B3 Method Institute, a keynote speaker, a corporate board member, and the host of The Breaking Beliefs podcast. She is the author of Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, published by Wiley and Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life. Amy is a transformative speaker on leadership, employee engagement, company culture, business transformation, and technology innovation. Amy has been named multiple times as one of the "Most Powerful Women in Accounting" by the AICPA and CPA Practice Advisor and recognized as a "Top 100 Most Influential Person" by Accounting Today. Amy shares her accounting and business insights as a contributor to AICPA's Journal of Accountancy, Accounting Today, and CPA Practice Advisor. Learn more at www.amyvetter.com
• Amy Vetter — CEO, The B3 Method Institute
• Author of the books - Business, Balance & Bliss and Integrative Advisory Services
• Learn more at www.amyvetter.com
• Follow @amyvettercpa on Twitter, Facebook, Instagram, LinkedIn, or YouTube
• Check out Amy's TEDx Talk: "Disconnect to Connect: The Path to Work-Life Harmony"
• Amy Vetter — CEO, The B3 Method Institute
• Author of the books - Business, Balance & Bliss and Integrative Advisory Services
• Learn more at www.amyvetter.com
• Follow @amyvettercpa on Twitter, Facebook, Instagram, LinkedIn or YouTube
• Check out Amy's TEDx Talk: "Disconnect to Connect: The Path to Work-Life Harmony"
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