• Become a
    CHERISHED ADVISOR™​

    WITH INTEGRATIVE ADVISORY SERVICES

  • Amy Speaks on:

    TECHNOLOGY & THE FUTURE OF THE FINANCIAL SERVICES

    The Cherished Advisor Series:

    • Becoming a Cherished Advisor: The Soft Skills Needed to Create Long Lasting Client Relationships
    • Becoming a Cherished Advisor: Utilizing AI & Machine Learning to Create a Human Connection With Clients
    • Becoming a Cherished Advisor: The Technology, the Process, and Practice Management
    • Becoming a Cherished Advisor: Designing the Future Firm -- Next Generation Hiring, Staffing and Succession Planning

  • THE COMPANION BOOK

  • Stop crunching numbers and start truly serving your clients

    Integrative Advisory Services is the CPA, accounting professional and bookkeeper’s guide to the future. As technology paves the way for increased self-reliance and DIY financial services, much of the traditional data entry tasks of accounting professionals and bookkeepers will be reduced. Yet, nothing can replace the human side of the client-advisor experience and the desire to improve your business owner and CEO clients’ companies with financial information.

     

    This book shows you how to provide the kind of value that technology cannot: human connection. Rather than simply reporting data, you have an opportunity to take a much more active role in your clients' businesses by analyzing the story behind the numbers, understanding both operations and finance, and guiding your clients toward the business outcomes they need.

    Integrative Advisory Services

    This book teaches you how to take on more of an advisory role and become a critical component of your client's success. You will learn how to:

    • Spend less time crunching numbers and more time advising clients
    • Become an integral part of the client's decision-making process
    • Provide real value by clearly communicating financial data analysis
    • Become the strategic partner your client cannot do without

    Cloud technology, machine learning, and artificial intelligence are not the death knell for financial advisors; in fact, they're the opposite—they do the number crunching for you, leaving you more time to provide the personal guidance that no computer could. As the financial advisory industry evolves, Integrative Advisory Services is your real-world guide to adapting and thriving.

  • AVAILABLE TO PURCHASE IN THE UNITED STATES AND INTERNATIONALLY

    Amazon & Kindle
    Regional and College Bookstores
    Available for University Intermediate Accounting Courses
    Barnes & Noble
    Wiley.com
    Wiley Online Library
    AICPA Store

  • BOOK TESTIMONIALS

  • "Integrated Advisory Services is a timely tool for anyone looking to get into the client accounting space with true meaning and depth to their practice.”

    - Mark J. Koziel

    CPA, CGMA; Executive Vice President - Public Accounting, Association of International Certified Professional Accountants

    "One thing is certain, the future is about relationships and the human side of accounting. Amy will make you want to get out from behind your desk and out with clients or out in the business operations. This is a must read for every accountant and CPA."

    Tom Hood

    CPA, CITP, CGMA; CEO, Maryland Association of CPAs Business Learning Institute

    "No matter what technologies future accounting and financial professionals will have at their disposal, it is the human connection that counts, as Amy Vetter so aptly points out in her new book."

    Loretta Doon

    CEO, CalCPA/CalCPA Education Foundation

  • REVIEWS

    As seen from Amazon, Barnes & Noble, iBook, and Goodreads

  • This is a great resource for accounting professionals!

    CINDY HOVIG

    This is a great resource for accounting professionals! It speaks about the transformation that is occurring in the accounting industry and lays out a roadmap to follow to become your clients' cherished advisor. I found the case studies really fun to read. I especially like the various checklists and other resources that give the reader practical takeaways to use. My copy is all marked up with ideas I plan to implement or use to improve our processes in my bookkeeping business.

    An enjoyable read and thought stimulator

    AMAZON CUSTOMER

    Amy's book is an enjoyable read and provides a great challenge to the traditional mindset and methods of delivering services and interacting with clients and is applicable to many areas within a professional services firm.

    *The* guide to running a successful cloud accounting practice

    RYAN WATSON

    A "must read" for accounting firm owners of all stripes. Whether you're running a traditional practice and looking to modernize or your firm is already cloud-based, this is *the* authoritative guide on operations and growth. Amy combines actionable insight from her own experience with anecdotes and interviews from successful firm owners throughout the country. I don't normally like to read business books while on vacation, but this I couldn't put down. Can't wait to put her ideas ​to practice. Highly recommend.

    I found this book to be such a practical guide ...

    MEWRUNS

    I found this book to be such a practical guide to building a modern accounting practice. What I really appreciated was that the author used real examples from other practitioners throughout the book, as I have always learned more through the experiences of my peers than just reading an academic or theoretical book.

    Incredibly helpful and well written; Amy Vetter is clearly an expert in her field

    MIKE SHEPARD

    This book is incredibly helpful and well written. Amy Vetter is clearly an expert in her field. I would highly recommend this book to anyone who is in the accounting or bookkeeping profession looking for guidance in improving your clients' business with the balance of moving through new cloud technology

    She is an amazing and influential impact on the Accounting industry

    AMAZON CUSTOMER

    I’ve finally had the opportunity read Amy’s book after seeing her present multiple times. She is an amazing and influential impact on the Accounting industry. Defining the difference between a traditional CPA and what it truly means to be a modern, true advisor.

  • INTEGRATIVE ADVISORY SERVICES EVENTS

  • ARTICLES AND VIDEOS RELATING TO TRANSFORMING YOUR ACCOUNTING AND ADVISORY SERVICES

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