In this episode we're speaking with Amy Vetter, CPA, about advisory services. Amy is the CEO of The B3 Method Institute, speaker, author and member of the Ohio Society of CPAs executive board. We discussed how firms go about becoming more involved in advisory services, the growth opportunities in the space, how to be strategic and much more.
Hear more from Amy at these upcoming learning opportunities:
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Sept 21: Advisory Services Virtual Conference https://my.ohiocpa.com/topclass/topclass.do?expand-GotoOffering-aptifyid=56457
November 7: CAS Workshop: Building & Scaling a CAS Practice https://my.ohiocpa.com/topclass/topclass.do?expand-ConferenceEnrollment-mode=3-offering_id=14044254-viaTC=1
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
Octover 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
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