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.
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"