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The Client Advisory Services Practice Roadmap - A 6 Week Course

Transforming your practice starts here.

Feel the sense of purpose that comes from working more closely with the clients you love.

Imagine the peace of mind you’ll feel knowing that you’re finally being paid for the true value of the services you provide. The freedom that comes with creating a steady stream of income from the clients you enjoy working with most.

Feel the sense of purpose that comes from working more closely with the clients you love – people who also understand your value and who are happy to pay you what you’re worth.

Find a renewed sense of pride by re-igniting your client relationships and having collaborative conversations to help their businesses grow and thrive.


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During the Client Advisory Services Practice Roadmap: The Cherished Advisor® Step-by-Step Program with Amy Vetter you will:

  • Transform your practice to attract and keep higher value clients by offering advisory services.
  • Scale by working with clients you love, focusing solely on the industries you are most passionate about.
  • Align your Practice with Your Personal Purpose to become Cherished by clients.
  • Get off the hamster wheel of hourly billing and instead charge based on your true value.
  • Leverage the best in technology tools to reduce busywork and gain the freedom to spend more time working with clients one-on-one.
  • Learn how to market and sell your services to attract and retain more of the kind of clients you love.

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Create a Practice Both You & Your Clients Love!

One that’s aligned with your purpose and passion! You’ll start working more with the clients you love and get more time back in your day for You, Your Family, Your Clients.

 

Amy Vetter will support you but once you are in, rest assured, you are a team. Amy will teach you all the things she wish she knew when starting her client advisory services practice. Together you and Amy will create a roadmap – the one she wished was there when she started a client advisory services practice – one that will help you develop the kind of practice you desire.

Register for an upcoming Client Advisory Services Workshop

Space is Limited. Register now to secure your seat!


CAS Summer

July 22-August 31, 2022

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CAS FALL

October 28 - December 14, 2022

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Key Elements You’ll Master From This Coursework

You have what it takes to become a Cherished Advisor. You can become irreplaceable to your clients and operate a thriving advisory business that serves clients’ needs and fuels your own personal and professional goals.

When you join The Client Advisory Services Roadmap – The Cherished Advisor Step-by-Step Program, I will guide you in creating a 12-month strategic plan that will transform your practice and your life.

 

You’ll learn how to identify and develop your:

  • Purpose: Define your personal purpose and align it with the mission of your practice;
  • Customers: Pitch the value of your advisory services to the existing 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 how to specialize in their needs;
  • Technology: Assess the right technology for your practice and re-engineer your operations to streamline processes and create new ways to collaborate;
  • 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 based on your firm’s stage of growth;
  • Success: Determine your priorities and measurements for success;
  • Roadmap: Create your own 12-month client advisory services roadmap that’s aligned with your purpose and passion.


Week-by-Week Schedule

  • Week 1: Your Goals + Business Planning Intro: In the first week you will learn how the course will work, commit and schedule your calendar to do the work, and set your high level goals and intentions. This first module will focus on the group getting to know your practice and learning how you will get the support you need throughout this process so you have what you need to create a successful advisory practice.
  • Week 2: Your Purpose, Your Practice, Your Clients: Learn the Cherished Advisor journey. Identify your personal purpose and explore how to align it with the mission of your practice. Define which customers and industries you want to work with more (and those you want to part ways with).
  • Week 3: The Right Technology, the Right People: Learn about and how to select the latest software and technology platforms to streamline your operations. Identify the right talent for your practice and assess the skills and needs of your current employees and contractors.
  • Week 4: Your Pricing & Marketing: Learn how to transition from hourly to value-based pricing so that you get paid for what you’re worth, not by the time you work. Assess your current marketing to see if it’s aligned with your mission. Learn about the latest marketing methods and how best to incorporate them into your practice.
  • Week 5: Sell Your Value & Onboarding New Clients: Learn how to sell the value you offer to the clients you already love and find new ones in your target industry. Identify the best ways to onboard new clients to ensure that you’re meeting their advisory service needs.
  • Week 6: Share & Finetune Your Roadmap: Finalize and share your advisory services action plan with Amy and the other course participants that have been there to support you throughout this journey. Ask questions and fine-tune your plan.


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Who is the course for?

Accounting professionals who:

  • Want to start or expand their advisory services practice.
  • Work within an accounting firm and are developing an advisory services practice within the firm.
  • Want to become cherished by their clients.
  • Will commit to following my roadmap to becoming a Cherished Advisor.

Who is it not for?

Accounting professionals who:

  • Are not committed to the process. It takes more than the financial investment in the course – it’s on you to carve out the time and dedication to implement the plan. This commitment is a two-way street, and if you don't do your part, you won’t see results.


Are you struggling to differentiate your practice from the one down the street, and not compete just on price?

Do you doubt your abilities when it comes to selling your value or the idea of regularly advising your business clients at a holistic level?

Want to make more money by being more intentional about the clients you choose to work with and the services you offer?

Maybe you wish your practice was more aligned with your personal purpose and crave more time in your day to focus on the clients you love – all while creating a better quality of life for yourself and your family?


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You’re not alone.

But that said, it’s hard to know where to start on this journey of building a scalable advisory practice that’s aligned with your purpose and values. You’ve made the leap, but by now you’re probably wishing you had a proven roadmap from someone who has done it before.

 

It’s time to commit to doing the work!

Don’t let another year go by to find yourself endlessly working without knowing if you’re making money. The sooner you do the work to build a solid foundation for your advisory services practice, the sooner you’ll be able to grow and build long-term, successful added value relationships with the clients and industries you love.

 

Register for an upcoming Client Advisory Services Workshop

Space is Limited. Register now to secure your seat!


CAS Summer

July 22-August 31, 2022

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CAS FALL

October 28 - December 14, 2022

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Company The B3 Method Institute
Category CAREER OPPORTUNITY;PAID CONTENT;STORE
Cost $995.00
Intended Audience CPA - small firm
CPA - medium firm
CPA - large firm
Small Business Owner

Amyvetterbiz

The B3 Method Institute
www.amyvetter.com

Amy is an accomplished entrepreneur, business executive, CPA, national speaker, and yoga practitioner. She is also the author of the book, Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life. In her book, Amy has created a methodology, backed by scientific research, on how to live a more authentic life and achieve work-life harmony based on the unique combination of her business and life experiences. Coming Fall 2017, her next book, Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, she will provide a step by step book for accounting and bookkeeping professionals wanting to transform their services by taking advantage of emerging technologies.