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Tax & Client Advisory Services Business Planning Roadmap Course

New
·

4 Weeks

·

Cohort-based Course

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

Last chance to enroll

4

days

8

hours

56

mins

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?

01

Scale Your Firm.


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

02

Boost Team Efficiency.


Streamline processes and technology to enhance productivity and collaboration.

03

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

7 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

Expand all modules

  • Week 1

    Jul 11—Jul 14

    Week dates are set to instructor's time zone

    Events

    • Jul

      11

      LIVE Meet & Greet

      Thu, Jul 11, 6:30 PM - 7:00 PM UTC

    Modules

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

  • Week 2

    Jul 15—Jul 21

    Week dates are set to instructor's time zone

    Events

    • Jul

      15

      LIVE Course Session #1

      Mon, Jul 15, 4:00 PM - 7:00 PM UTC

    • Jul

      16

      LIVE Course Session #2

      Tue, Jul 16, 4:00 PM - 7:00 PM UTC

    • Jul

      17

      LIVE Course Session #3

      Wed, Jul 17, 4:00 PM - 7:00 PM UTC

    • Jul

      18

      LIVE Course Session #4

      Thu, Jul 18, 4:00 PM - 7:00 PM UTC

    Modules

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

    • Session 2 - Marketing, Sales and Pricing

    • Session 3 - Your Platform, People & Workflow

    • Session 4 - Business Planning for the Future

  • Week 3

    Jul 22—Jul 28

    Week dates are set to instructor's time zone

    Modules

    • 30 minute Private 1:1 Coaching Sessions

  • Week 4

    Jul 29—Aug 1

    Week dates are set to instructor's time zone

    Events

    • Jul

      31

      LIVE Course Roadmap Presentations

      Wed, Jul 31, 4:00 PM - 7:00 PM UTC

    • Aug

      1

      LIVE Course Roadmap Presentations Day 2

      Thu, Aug 1, 4:00 PM - 7:00 PM UTC

    Modules

    • LIVE Sessions Presenting Your 12 Month Roadmap Plan

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

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

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

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

Robin Robboy

CPA, Numbers That Work for You!

Tax & Client Advisory Service Instructors

Amy Vetter

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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Join an upcoming cohort

Tax & Client Advisory Services Business Planning Roadmap Course

Summer 2024

$799

Dates

July 11—Aug 1, 2024

Payment Deadline

July 10, 2024

Don't miss out! Enrollment closes in 5 days

|

Bulk purchases

Course schedule

3 Weeks of LIVE Group & 1:1 Sessions

  • July 11, 2024 Meet & Greet

    2:30pm - 3:00pm EST

    Meet your instructors, peers and learn how to fully utilize your B3 Method Institute membership!

  • July 15-18, 2024 LIVE Group Sessions

    12:00pm - 3:00pm EST


  • July 22-26, 2024 1:1 Meetings

    30 Minute Individual Coaching Sessions


  • July 31-August 1, 2024 Present Business Plan

    12:00pm - 3:00pm EST

Learning is better with cohorts

Learning is better with cohorts

Active hands-on learning

This course builds on live workshops and hands-on projects

Interactive and project-based

You’ll be interacting with other learners through breakout rooms and project teams

Learn with a cohort of peers

Join a community of like-minded people who want to learn and grow alongside you

Frequently Asked Questions

What happens if I can’t make a live session?
I work full-time, what is the expected time commitment?
How can I maximize my learning experience in this course?

Stay in the loop

Sign up to be the first to know about course updates.

A pattern of wavy dots
Join an upcoming cohort

Tax & Client Advisory Services Business Planning Roadmap Course

Summer 2024

$799

Dates

July 11—Aug 1, 2024

Payment Deadline

July 10, 2024

Don't miss out! Enrollment closes in 5 days

|

Bulk purchases

$799

4 Weeks

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