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:
June 22: Advisory Services: The Simple Sales Process https://my.ohiocpa.com/topclass/topclass.do?expand-OfferingDetails-viaTC=1-offeringId=11170204
July – August: The Client Advisory Services Practice Roadmap: The Cherished Advisor Step-by-Step Program https://my.ohiocpa.com/topclass/topclass.do?expand-OfferingDetails-viaTC=1-offeringId=11206535
Sept 1: Advisory Services Virtual Conference https://my.ohiocpa.com/topclass/topclass.do?expand-OfferingDetails-viaTC=1-offeringId=10961012