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Becoming a Cherished Advisor: Designing the Client Experience


Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 6, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

As accounting, finance and consulting professionals, we strive to improve our clients’ businesses with the financial information we provide them. Yet, many of us still spend the majority of our time entering data, rather than helping our clients improve their businesses at a holistic level. With the increased automation that technology provides, much of the traditional data entry tasks of the past will be reduced. However, the human side of the experience can never be replaced by technology, only enhanced. Our clients are asking for our time, and now with technology’s gift of more time, we can learn to create the value they want by clearly communicating the meaning of financial data in a way that helps their businesses succeed and thrive. In this session, attendees will learn how to develop the soft skills needed to become “Cherished Advisors” -- strategic partners who create a proactive, value-added relationship with their clients throughout the year.

Learning Objectives:

  • Explore how to re-tool and develop the soft skills needed to build collaborative relationships

  • Create real value by not just processing the numbers but telling the story behind the numbers to help clients make informed business and life decisions

  • Learn to become an integral part of their clients’ real-time decision-making processes, in a proactive, rather than reactive way

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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 and Learn more at Learn more at 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
Follow @amyvettercpa on Twitter, Facebook, instagram, LinkedIn or YouTube 

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

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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.