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Tips from an expert on finding success in client advisory services

Written on Oct 6, 2022

In this episode, we speak with Amy Vetter, CPA, CEO of the B3 Method Institute about the opportunity of advisory services. We discussed the benefits, the misconceptions and the future of advisory services for accounting firms. You can hear more from Amy on this topic in a six-week course starting October 28 and at a Client Advisory Services workshop on November 30.

October 28 – December 14: The Client Advisory Services Practice Roadmap: The Cherished Advisor® Step-by-Step Program https://my.ohiocpa.com/topclass/topclass.do?expand-GotoOffering-aptifyid=56346

November 30: CAS Workshop: Building & Scaling a CAS Practice https://my.ohiocpa.com/topclass/topclass.do?expand-ConferenceEnrollment-mode=3-offering_id=14044211-viaTC=1