Amy Vetter, author, technologist, and CEO of The B3 Method Institute, joined us for this episode of Life In Accounting, the Where Accountants Go podcast.
Amy’s earliest influencer regarding accounting was the legacy her grandfather left the family: He was a CPA. Her mother talked about her grandfather and how big a part of his life being a CPA was, and it had a dramatic positive influence in her early years. She saw it as a path for both career safety and security.
Launching Into Parenthood and Business
Her career started as many do, working a few internships and then joining a national accounting firm – KPMG in her case. However, after having a difficult pregnancy that resulted in a premature delivery, she decided that she needed additional flexibility and moved on so that she could work from home. Amy started a bookkeeping service, AV Accounting Services, and attained her QuickBooks ProAdvisor certification.
Accounting Tech
After about 9 years with her bookkeeping service, she had become well-versed in accounting software solutions and was recruited to work full-time with Intuit. That started a season in her career where she had the opportunity to not only work with Intuit, but then to move on and work with both Sage and Xero as well. However, after working for so many years in the technology space, she realized that she wanted to do even more to make life better for accounting professionals. It was at that point that The B3 Method Institute was born.
B3
Business + Balance = Bliss. Coming from her background in yoga (yes, she owns a yoga studio as well), this is Amy’s formula for happiness and success in both career and life. She frequently speaks at conferences on the concept of becoming a “cherished advisor”, which is also a term she coined describing the role that we fill when we as accountants are acting at the highest level possible with our clients. We not only are trusted, but we are cherished for the value we bring. If you’d like to find out more about both concepts, make sure to check out her book at https://www.amyvetter.com/books.
I hope you find value in this episode for not only your career, but your overall outlook on your life as well.
For other episodes you may enjoy, please check out Robina Bennion and Mariette Martinez.
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