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Becoming a Cherished Advisor: The Technology, the Process & Practice Management

BECOMING A CHERISHED ADVISOR: THE TECHNOLOGY, THE PROCESS & PRACTICE MANAGEMENT

Available Date(s)
Tuesday, July 12, 2022: 4:00PM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Personal Development
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Technology is changing the way your clients expect to work and manage their financials. To stay relevant to clients, accounting professionals are retooling to launch into new services and will need to acquire new skill sets, one being that of a technologist.

This session will discuss why it’s important to not just implement technology to do things the same way you have always done them but, instead, to rethink the business processes in your practice. By doing this, you can become more efficient, productive, collaborative, and can create an environment of purpose that your team and clients can rally around. Learn to define your “why” and select a vertical niche, assess the right technology to align to your mission as a practice, and explore other ways to re-engineer your business processes.

Attendees will come away with an understanding of how technology’s gift of more time gives you the opportunity to become “Cherished Advisors”—highly valued, strategic partners who are an integral part of their clients’ businesses and whom their clients can’t imagine living without.  

Learning Objectives:


  • List how to identify your purpose as a firm

  • Recognize the “Cherished Advisor” journey and the different stages of innovation for your practice

  • Describe the path to specializing in vertical industries

  • Define a creative technology strategy and how to assess the right technology fit for your practice

  • Identify your business processes to take full advantage of the technology implemented in your firm and create new ways of collaboration with your team and clients

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Amyvetterbiz

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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CPAacademy.org (Sponsor Id#: 111889) 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.

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About Our Presenter

Amyvetterbiz
Amy is an accomplished entrepreneur, business executive, CPA, national speaker, and yoga practitioner. She is also the author of the book, Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life. In her book, Amy has created a methodology, backed by scientific research, on how to live a more authentic life and achieve work-life harmony based on the unique combination of her business and life experiences. Coming Fall 2017, her next book, Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, she will provide a step by step book for accounting and bookkeeping professionals wanting to transform their services by taking advantage of emerging technologies.