Tax & Client Advisory Services Business Planning Roadmap Course

4 Days

Cohort-based Course

Empower your accounting practice by aligning passion, purpose, and principles for growth and success. Transform your career today!

Tax & Client Advisory Services Business Planning Roadmap Course

4 Days

Cohort-based Course

Empower your accounting practice by aligning passion, purpose, and principles for growth and success. Transform your career today!

Hosted by

Amy Vetter

CPA, CITP, CGMA, MBA, CSP and CEO of The B3 Method Institute

Amy Vetter

CPA, CITP, CGMA, MBA, CSP and CEO of The B3 Method Institute

Course overview

Are You Ready to Transform Your Tax & Advisory Practice?

This workshop is designed for owners, managers, and accounting professionals aiming to grow and scale their practices. Through a blend of e-learning and group coaching, you'll transform your technology, processes, and management strategies, allowing you to spend more time as a strategic partner to your clients.

By completing this program, you'll develop a 12-month business plan to set the foundation for accelerating your practice's transformation and future growth. Learn why rethinking business processes, not just implementing technology, is crucial.

Become more efficient, productive, and collaborative while creating an environment of purpose. Define your “why,” select a vertical niche, align the right technology, and explore ways to re-engineer your business processes.

Wish you had a tried-and-true roadmap to start or grow your tax & client advisory services practice?

Scale Your Firm.

Transform your accounting practice with proven strategies for growth and efficiency.

Boost Team Efficiency.

Streamline processes and technology to enhance productivity and collaboration.

Achieve Work-Life Harmony.

Learn strategies to optimize your skills and knowledge, driving growth while maintaining harmony in your life.

Scale Your Firm.

Transform your accounting practice with proven strategies for growth and efficiency.

Boost Team Efficiency.

Streamline processes and technology to enhance productivity and collaboration.

Achieve Work-Life Harmony.

Learn strategies to optimize your skills and knowledge, driving growth while maintaining harmony in your life.

What you’ll get out of this course

Plan:

Create your own 12-month tax & client advisory services business plan aligned with your purpose & passion.

Purpose:

Define your personal purpose and align it with the mission of your practice

Customers:

Pitch the value of your services to the clients you love and learn how to gracefully break up with the ones you don’t

Industries:

Identify which industries you want to work with and specialize in their needs

Technology:

Assess the right technology for your practice and re-engineer your operations to streamline processes

Pricing:

Transform your pricing from hourly based to reflect the actual value you provide

Sales:

Confidently market and sell the value of your advisory services

People:

Learn when to hire employees vs. contractors and other short and long-term considerations

Success:

Determine your priorities and measurements for success

This course includes

Interactive live sessions

Lifetime access to course materials

2 in-depth lessons

Direct access to instructor

2 projects to apply learnings

Guided feedback & reflection

Private community of peers

Course certificate upon completion

Maven Satisfaction Guarantee

This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.

Course syllabus

Week 1

Jul 11—Jul 14

Welcome to The Tax & Client Advisory Services Practice Business Planning Course

3 items

Post-course

Session 1 - Purpose, Niche,& the Communication Skills to Help You Thrive Succeed

1 item

What people are saying

“We have been very fortunate to have engaged Amy to help lead us through a strategic roadmap for transforming our CAS offerings. I couldn’t imagine that we’d be anywhere near the level of progress that we have made on creating a new future if we had embarked on creating this vision and roadmap without Amy leading the way!

Paul Peterson

Managing Partner at Wiss & Company LLP

"Amy, my peers in the class, and the B³ Method gave me input, tools, and a process for identifying weaknesses in our firm and processes and the same for coming up with a plan to evolve the practice forward. Her input was invaluable. Thank you!"

Sheri Muntean

Managing Partner Shamballa Centre LLC

I’m so happy I invested in this course! Amy pushed me to think outside the box and gave me ideas to further pursue to gain knowledge and make a better impact in my niche market. If you’re interested in learning how to better grow & manage your firm, create greater work-life balance, & become a Cherished Advisor, I completely recommend this course!

Christian Hailey

I’m so happy I invested in this course. "Amy pushed me to think outside the box and gave me ideas to further pursue to gain knowledge and ma

Amy & her team are great guides for this exciting journey! I was quite frustrated with my practice. While I have a strong concept & great tools, my practice just wasn't growing in the ways I wanted & my motivation was waning. This course helped me solidify my view & gave me the tools & a plan for making the changes that will accomplish my goals.

Robin Robboy

CPA, Numbers That Work for You!

Tax & Client Advisory Service Instructors

Amy Vetter

CPA, CITP, CGMA, MBA, & CSP is the CEO of The B3 Method Institute & B3 Yoga, and the host of the Breaking Beliefs Podcast.

Amy Vetter is a transformational business keynote speaker, CEO, author, and host of the podcast, Breaking Beliefs.

She brings her unique perspective as a CPA, Yogi, and Technologist to audiences across the world and has authored multiple books, including Disconnect to Connect and Business, Balance & Bliss.

For inspiration, follow her @AmyVetterCPA.

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