Accounting
The Cherished Advisor Report
“As a Cherished Advisor, you become a strategic partner that each business appreciates, highly values, and can’t imagine living without. This changes our role with our clients from reactive to proactive.”
Jun. 22, 2023
Amy Vetter, CPA and Founder of the B3 Method Institute has released “The Cherished Advisor Report,” sponsored by Botkeeper. This new report is a compilation of surveys conducted over the past five years, with thousands of accountants and CPAs participating in the Client Advisory Services Practice Roadmap: The Cherished Advisor Step-by-Step Program and hearing presentations by Amy Vetter.
Why “The Cherished Advisor?” “Cherished” means being treasured, highly valued, honored and respected. According to Vetter, to be cherished, you need to earn it.
“As a Cherished Advisor, you become a strategic partner that each business appreciates, highly values, and can’t imagine living without,” said Vetter. “This changes our role with our clients from reactive to proactive.”
Cherished Advisors are characterized by six points explored in the report:
● They attract and keep higher-value clients by offering advisory services
● They scale by working with clients they love, focusing solely on the industries they’re most passionate about
● They align their practices with their personal purpose to become cherished by clients
● Rather than charging by the hour, they charge based on their value
● They leverage the best in technology tools to reduce busywork and gain the freedom to spend more time working with clients one-on-one
● They understand how to market and sell their services to attract and retain more of the kind of clients they love
The report contextualizes the data with a discussion of the evolution of the accounting firm, including: the rise of CAS services, the viability of traditional accounting services, and the state of today’s accountant. The report is free.
View the report in its entirety at: https://www.botkeeper.com/unlock-exclusive-access-to-the-cherished-advisor-report
Amy Vetter, CPA, MBA, and CEO of The B3 Method Institute and B3 Yoga, empowers individuals and organizations to unlock their full potential. She is recognized as a key influencer in the accounting and finance sector and she is a Certified Speaking Professional who specializes in harmonizing technology, leadership, and mindfulness. With her B3 Method® and “Work-life Harmony®” approach, Vetter facilitates a balance between Business, Balance, & Bliss. She is an Amazon best-selling author and the host of the ‘Breaking Beliefs’ podcast. Vetter has been honored multiple times as one of the “Most Powerful Women in Accounting” and a “Top 100 Most Influential People in Public Accounting.” Discover more at www.amyvetter.com and connect with @AmyVetterCPA on your preferred social media platform.