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Becoming a Cherished Advisor: Defining Your Purpose as a Business

BECOMING A CHERISHED ADVISOR: DEFINING YOUR PURPOSE AS A BUSINESS

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 9, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

This session will discuss why it’s important to not just do things the same way you have always done them, but instead, rethink the business processes in your practice. By doing this, you can become more efficient, productive, collaborative and create an environment of purpose that your team and clients can rally around. Learn to define your “why” and how to select a vertical niche to align to your mission as a practice, and explore other ways to re-engineer your business processes.

Learning Objectives:


  • How to identify your purpose as a firm

  • Understand the “Cherished Advisor” journey and the different stages of innovation for your practice

  • The path to specializing in vertical industries

  • Re-engineering 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.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Amy Vetter, CPA, CITP, CGMA

Amy Vetter
CEO, The B3 Method Institute
amy@amyvetter.com
(954) 632-7686

Amyvetterbiz

Amy Vetter, CPA.CITP, CGMA, is the CEO of The B3 Method Institute, Keynote Speaker, Corporate Board Member and author of the books, Business, Balance & Bliss®: How the B3 Method Can Transform Your Career and Life and Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, published by Wiley. Amy has been named one of the “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor and recognized as a “Top 100 Most Influential Person” by Accounting Today multiple times. Amy shares her accounting and business insights as a regular contributor to AICPA’s Journal of Accountancy, Accounting Today, CPA Practice Advisor as well as  Inc.com and Entrepreneur.com. Learn more at www.amyvetter.com. Learn more at www.amyvetter.com and follow @AmyVetterCPA on Facebook, Instagram, LinkedIn and Twitter.

Amy Vetter — CEO, The B3 Method Institute
Author of the books - Business, Balance & Bliss and Integrative Advisory Services
Learn more at www.amyvetter.com
Follow @amyvettercpa on Twitter, Facebook, instagram, LinkedIn or YouTube 

Check out Amy's TEDx Talk: "Disconnect to Connect: The Path to Work-Life Harmony"

About Our Sponsor

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TSheets is a time tracking application designed and engineered for companies across multiple industries that need to track, manage and report time. Utilizing web-based, cloud computing technology that integrates with multiple platforms, smartphones and software programs, TSheets provides a customizable alternative to paper timesheets and punch cards to streamline HR and IT roles for businesses of all sizes—from freelance shops to corporations employing tens of thousands.