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Amy Vetter, CPA, CITP, CGMA

The B3 Method Institute
CEO
amy@amyvetter.com
(513) 486-6485

Amyvetterbiz

Amy Vetter, CPA, CITP, CGMA, MBA, and Certified Speaking Professional (CSP) is the CEO of The B3 Method Institute and B3 Yoga, which provide ongoing learning to help people in all industries and career levels to achieve their desired potential in work and life.

Amy is a transformative keynote speaker, consultant, board member, author, and host of the podcast, Breaking Beliefs. As the creator of the B3 Method® for Business, Balance & Bliss, Amy has inspired thousands of people at hundreds of events on the mindful use of technology, change management, connected leadership, mindfulness in the workplace, and work-life balance.

As a CPA, Amy is also a key influencer in the accounting and finance profession. She has been named one of the “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor and a Top 100 Most Influential Person by Accounting Today multiple times. Amy also shares her accounting and business insights as a contributor to AICPA’s Journal of Accountancy, Accounting Today, CPA Practice Advisor as well as Inc.com and Entrepreneur.com.

With an MBA and deep entrepreneurial roots, Amy is a skilled C-suite executive and corporate board member. She has deep experience in cloud technology and transformation and creating go-to-market (GTM) strategies to scale businesses nationally and internationally. Amy has held leadership roles overseeing sales, education, marketing, and advisory services functions at accounting software companies, as a partner in a CPA Firm, and when she owned and operated her own national accounting and advisory services practice.

Amy authored three books: Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life, Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, and Disconnect to Connect; Tap into the Power Within You to Achieve the Life You Desire. Her most recent book is an instant Amazon Bestseller that teaches you the tools and research to break the cycle of negative generational patterns that create unwanted outcomes in our present lives.


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About Us:

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. Her second book, Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, is a step by step book for accounting and bookkeeping professionals wanting to transform their services by taking advantage of emerging technologies. Amy’s latest work, Disconnect to Connect; Tap into the Power Within You to Achieve the Life You Desire, is an instant Amazon Bestseller that teaches you the tools and research to break the cycle of negative generational patterns that create unwanted outcomes in our present lives.

Upcoming Webinars

MINDFUL TECHNOLOGY: EMBRACING TECHNOLOGY, INNOVATION, AND HUMAN CONNECTION

BECOMING A CHERISHED ADVISOR®: DESIGNING A SUCCESSFUL TAX & CAS EXPERIENCE

Self-Study CPE

MAKING YOUR RESOLUTIONS WORK

NURTURING YOUR SOUL

USE YOUR NATURAL ABILITIES TO ALLEVIATE STRESS

Archived Webinars

CREATING A TECH STACK FOR YOUR TAX & CLIENT ADVISORY SERVICES PRACTICE
Recorded Date January 15, 2025  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm     
BE MORE PRESENT TO BE PRODUCTIVE: INTENTIONAL TIME MANAGEMENT
Recorded Date January 13, 2025  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personal Development  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Real Estate Professional, Small Business Owner     
CREATE WORK-LIFE HARMONY: CHANGE YOUR HABITS TO CHANGE YOUR LIFE
Recorded Date January 6, 2025  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personal Development  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Real Estate Professional, Small Business Owner     
BECOMING A CHERISHED ADVISOR®: HOW TO GROW & SCALE A CAS PRACTICE
Recorded Date December 20, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
PIVOTING ON YOUR PATH
Recorded Date December 16, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personal Development  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Real Estate Professional, Small Business Owner     
DEVELOPING YOUR 30-DAY PERSONAL PURPOSE PLAN
Recorded Date December 5, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personal Development  Course Level Basic      Who Should Attend Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Real Estate Professional, Small Business Owner     
MINDFUL TECHNOLOGY: EMBRACING TECHNOLOGY, INNOVATION, AND HUMAN CONNECTION
Recorded Date November 25, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personal Development  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner     
BECOMING A CHERISHED ADVISOR®: THE TECHNOLOGY, THE PROCESS & PRACTICE MANAGEMENT
Recorded Date November 6, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personal Development  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
BECOMING A CHERISHED ADVISOR®: DESIGNING A SUCCESSFUL TAX & CAS EXPERIENCE
Recorded Date October 30, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner     
SCALING YOUR CAS FIRM: 5 KEY TRAITS FOR SUCCESS
Recorded Date August 12, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner     
THE CHERISHED ADVISOR®: THE SIMPLE SALES PROCESS
Recorded Date December 11, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Communications & Marketing  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm     
BEING PRESENT TO BE PRODUCTIVE: INCORPORATING MINDFULNESS INTO OUR DAY
Recorded Date February 1, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personal Development  Course Level Basic      Who Should Attend Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner     
BEST-IN-CLASS TECH STACK FOR YOUR CLIENT ADVISORY SERVICES (CAS) PRACTICE
Recorded Date September 27, 2022  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Computer Software and Applications  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm     
YOUR PERSONAL BRAND: STAYING TRUE TO YOURSELF
Recorded Date March 24, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personal Development  Course Level Basic      Who Should Attend Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner     
MINDFUL TECHNOLOGY: EMBRACING MINDFULNESS TO THRIVE IN A CHANGING WORLD
Recorded Date January 13, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personal Development  Course Level Basic      Who Should Attend Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner     
BECOMING A CHERISHED ADVISOR: CREATING HIGH PERFORMING TEAMS
Recorded Date March 6, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
BECOMING A CHERISHED ADVISOR: DESIGNING THE CLIENT EXPERIENCE
Recorded Date February 6, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
BECOMING A CHERISHED ADVISOR: DEFINING YOUR PURPOSE AS A BUSINESS
Recorded Date January 9, 2019  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend Bookkeeper, CPA - small firm, CPA - medium firm, Other     
FOCUS YOUR ATTENTION FOR GREATER PRODUCTIVITY & BETTER TIME MANAGEMENT
Recorded Date January 8, 2018  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personal Development  Course Level Basic      Who Should Attend Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner     
FINDING BALANCE IN BUSINESS
Recorded Date November 21, 2017  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personal Development  Course Level Basic      Who Should Attend Attorney, Bookkeeper, CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other, Real Estate Professional, Small Business Owner     
FIRMS THAT HAVE GREAT TECHNOLOGY ATTRACT GREAT TALENT
Recorded Date March 3, 2016  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Other  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, Other