Consultant for accounting firms, tech companies & accounting professionals
Accounting Firm Consultant: Client Advisory Services
As an accounting firm consultant, Amy helps you take your Client Advisory Services practice to the next level or get it going in the right direction. With over 20 years of experience in the accounting and tech industry, her CAS consulting services include:
Identifying Your Firm’s Purpose, Mission & Vision
Strategic Roadmap & Planning
Sales & Marketing Review, Planning & Training
Customer Journey & Segmentation
Technology Assessment & Transformation
Client Advisory Services Business Development & Training
Workplace Culture & Leadership Development
Digital Transformation & Mindset Development
Consulant for Accounting Technology Companies
With over twenty years in the accounting profession and tech industry, Amy can help your company with the following:
Accounting Technology Platform Research & Development
Go-to-Marketing Strategy
Sales & Marketing Strategy & Training
Customer Journey & Segmentation
Workplace Culture & Leadership Development
Career Coach for Accounting Professionals
With Amy as your guide, you will learn and create actionable steps to meet your business, career, and personal goals.
Amy’s monthly coaching package includes:
Access to weekly work-life harmony, mindfulness and career growth video content via the The B³ Method Institute.
One to two 60-minute virtual coaching meetings facilitated by Amy.
During the initial meetings, you and Amy will agree upon goals and outcomes to create a structure of accountability for the monthly meetings and be accountable to achieve the results you desire. Monthly meetings will focus on various topics, including but not limited to: communication skills, personal branding, leadership, aligning your work to your purpose, and identifying opportunities for personal and professional growth so you can achieve work-life harmony.
The B³ Method Institute Online content will be assigned each month and we will discuss during the monthly meeting on how to implement it personally and into your company culture each month.
Participation in a private Facebook group for the B³ Community where you can continue to engage outside of the monthly sessions with Amy.
Amy’s book, Business, Balance & Bliss: How the B³ Method Can Transform Your Career and Life, will be provided to each client.
Award-Winning Thought-Leader
Learn from a top innovator and accounting thought-leader. Amy has been named repeatedly one of the Most Powerful Women in Accounting by the AICPA and CPA Practice Advisor and a Top 100 Most Influential People by Accounting Today.
Insights on the Accounting Profession
Get Amy’s latest thoughts on the Industry:
Consulting Testimonials
“We have been very fortunate to have engaged Amy to help lead us through a strategic roadmap for transforming one of our key service areas. I couldn’t imagine that we’d be anywhere near the level of progress that we have made on creating a new future if we had embarked on creating this vision and roadmap without Amy leading the way! Not only does Amy have an engaging personality and brings a friendly dynamic to make the process enjoyable, but her background is a tremendous asset for helping your organization look to the future.”
Paul Peterson Managing Partner at Wiss & Company LLP
Business Therapy
“I was introduced to Amy Vetter through a mutual contact. I suspected our company had great potential, but we had not been able to achieve the type of results we anticipated. I began working with Amy in the spring, and we set up a couple of meetings. Cards on the table, after the second meeting I was lost and couldn't possibly see how Amy was going to help us. I strongly considered abandoning the process.
Well, this wouldn't be much of a testimonial if I abandoned the process, now would it. I made the decision to stick with it and by the end of the summer the process began to come into focus. As we moved into fall, we put an action plan together based on the information we gathered and the strategy we built. By the end of the year, I was putting that plan into action.
I now look back on that process as my year in Business Therapy with Amy Vetter. This is likely one of the most valuable processes I've ever put myself and my business through.”
Paul S. Hamann, RC Reports - CEO
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