Don’t reinvent the wheel with Client Advisory Services. Amy’s 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.

Wish you had a tried-and-true roadmap to start or grow your Tax & client advisory services practice?

Now you do!

Tax & Client Advisory Services Practice Roadmap: The Cherished Advisor® Step-by-Step Program

For Accounting & Bookkeeping Professionals

Transform your practice to attract and keep higher-value clients by offering advisory services.

• Scale by working with clients you love, focusing solely on the industries you are most passionate about.

• Align your Practice with Your Personal Purpose to become Cherished by clients.

• Get off the hamster wheel of hourly billing and instead charge based on your true value.

• Leverage the best in technology tools to reduce busywork and gain the freedom to spend more time working with clients one-on-one.

• Learn how to market and sell your services to attract and retain more of the kind of clients you love.

Thank You B³ Method Institute!

"Amy, my peers in the class, and the B³ Method gave me input, tools, and a process for identifying weaknesses in our firm and processes and a the same for coming up with a plan to evolve the practice forward. Her input was invaluable."

Sheri Muntean, Managing Partner, Shamballa Centre LLC

Karen McManus, Cherry Bekaert LLP, HR Senior Manager, Training and Development

“Amy was very engaging and made great points of how we need to engage our people and also engage our clients. She had some great ideas that we could implement in the firm to provide value to our clients.”

Amy has walked in your shoes. She knows all too well the pressure and level of excellence required when working for a high-performing accounting and consulting firm. Based on her own work-life journey starting out at KPMG, becoming a partner at a regional CPA firm, and transitioning to a senior accounting technology leadership role -- all while founding her own yoga studio -- Amy has learned a thing or two about what it takes to advance your career in industry while making work-life balance a key priority. Learn More