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Becoming a Cherished Advisor®: How to Grow & Scale a CAS Practice

BECOMING A CHERISHED ADVISOR®: HOW TO GROW & SCALE A CAS PRACTICE

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 20, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

You’re passionate about what you do, and that’s why you started or lead a client advisory practice. Combining your passion and business can be both exhilarating and a struggle.

Many professionals stumble into starting an advisory practice because of what they love to do. But without the experience or a roadmap of how to build a new service line or practice that your clients can’t imagine living without for efficiency and scalability, it’s easy to hit pitfalls along the way. To become a “Cherished Advisor®”—a highly valued strategic partner whom your business clients rely on to grow and thrive—you need to have a solid business foundation yourself. It’s therefore essential to put into practice the same kind of advice you give your clients.

As a CPA, consultant, and entrepreneur, Amy will share insights and best practices from her own experience of starting and growing an advisory services practice independently and as a partner in accounting. She will also pull from her more than 10 years of advising thousands of firm leaders on growing and scaling their businesses. You will walk away with actionable tools, tips, and resources for creating and maintaining a solid, scalable foundation for your business for years to come.
 
Learning Objectives:


  • Identify your passion and purpose and determine how to align it with the focus of your client advisory services practice

  • List the five stages of the Cherished Advisor® journey to building a solid foundation that enables your practice to grow and thrive well into the future

  • Recognize how to select technology that will meet the needs of your practice and that of the clients/vertical industries you choose to serve

  • Design an end-to-end customer experience that consistently provides the high-quality level of service and engagement your clients rely on throughout the entirety of your business relationship

  • Outline a B3 Innovation Plan with measurable goals to achieve your business objectives while staying true to your purpose

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Amyvetterbiz

Amy Vetter, CPA, CGMA, RYT500, CSP (Certified Speaking Professional), is a dynamic keynote speaker and CEO of The B³ Method Institute who transforms how organizations measure and achieve success. As one of only 12% of professional speakers worldwide to earn the CSP designation, Amy brings a unique blend of C-level business acumen and mindful leadership expertise to every stage.


Winner of the TEDx Talk Audience Choice Award for "Disconnect to Connect: The Path to Work-Life Harmony," Amy captivates audiences by demonstrating how The B³ Method® and Fulfillment ROI create sustainable success by integrating well-being with business strategy. Her professional journey as a CPA, coupled with her training as a certified health and life coach, gives her a distinctive perspective on creating purpose-driven organizations. Her most requested keynotes address critical challenges through topics including Business, Balance & Bliss, Connected Leadership, and Workplace Wellness.


Named one of the Top 25 Most Powerful Women in Accounting and a Top 100 Most Influential Person in Accounting multiple times, Amy is also the author of "Disconnect to Connect" and host of the Breaking Beliefs podcast. Her practical, engaging presentation style makes her a sought-after speaker for organizations looking to transform their approach to leadership, culture, and sustainable success.



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. Her second book, Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, is a step by step book for accounting and bookkeeping professionals wanting to transform their services by taking advantage of emerging technologies. Amy’s latest work, Disconnect to Connect; Tap into the Power Within You to Achieve the Life You Desire, is an instant Amazon Bestseller that teaches you the tools and research to break the cycle of negative generational patterns that create unwanted outcomes in our present lives.