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

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

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 24, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaPersonal Development
Course LevelBasic
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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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Amyvetterbiz

Amy Vetter, CPA, CITP, CGMA, MBA, and Certified Speaking Professional (CSP) is the CEO of The B3 Method Institute and B3 Yoga, which provide ongoing learning to help people in all industries and career levels to achieve their desired potential in work and life.

Amy is a transformative keynote speaker, consultant, board member, author, and host of the podcast, Breaking Beliefs. As the creator of the B3 Method® for Business, Balance & Bliss, Amy has inspired thousands of people at hundreds of events on the mindful use of technology, change management, connected leadership, mindfulness in the workplace, and work-life balance.

As a CPA, Amy is also a key influencer in the accounting and finance profession. She has been named one of the “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor and a Top 100 Most Influential Person by Accounting Today multiple times. Amy also shares her accounting and business insights as a contributor to AICPA’s Journal of Accountancy, Accounting Today, CPA Practice Advisor as well as Inc.com and Entrepreneur.com.

With an MBA and deep entrepreneurial roots, Amy is a skilled C-suite executive and corporate board member. She has deep experience in cloud technology and transformation and creating go-to-market (GTM) strategies to scale businesses nationally and internationally. Amy has held leadership roles overseeing sales, education, marketing, and advisory services functions at accounting software companies, as a partner in a CPA Firm, and when she owned and operated her own national accounting and advisory services practice.

Amy authored three books: Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life, Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, and Disconnect to Connect; Tap into the Power Within You to Achieve the Life You Desire. Her most recent book 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.

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.