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Creating a Tech Stack for Your Tax & Client Advisory Services Practice

CREATING A TECH STACK FOR YOUR TAX & CLIENT ADVISORY SERVICES PRACTICE

This webinar was previously titled CREATING A TECH STACK FOR YOUR CLIENT ADVISORY SERVICES (CAS) PRACTICE
Available Date(s)
Wednesday, January 15, 2025: 10:00AM EST

Cost Free
CPE Credits 1.5 hours
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Do you hear talk about having a "tech stack" and wonder if you have one at your firm? Or maybe you don’t even know where to begin? During this session, Amy Vetter will facilitate a discussion with software providers she has hand-picked and named as part of her “Best-In-Class Tech Stack” so you visualize what that could look like for your own CAS practice. 

Whether you deliver bookkeeping, controllership, or outsourced CFO services, these solution providers will provide live demos so you can identify technology solutions that can help you automate your practice, free up more time to spend with your clients and solve many of the pain points you encounter daily delivering these services. 

Learning Objectives: 


  • Recognize how to select technology that will meet the needs of your CAS practice 

  • Identify technology solutions that your clients in vertical industries can take advantage of for better information and time savings 

  • Construct a technology strategy and assess the right technology fit for your practice

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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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Amyvetterbiz

He began his career as a public practicing CPA. He eventually embraced his passion for technology and merged it with his experiences in public accounting and transitioned to the IT Director of a multi-office regional CPA firm in the Baltimore, MD area. Learning from the challenges of maintaining the technology for a firm, Byron established Simplified Innovations Inc, a subscription-based IT Dept focused on servicing the needs of CPA Firms, which he successfully exited after 8 years. Later, Byron joined the accounting automation startup Botkeeper and led the build of the post-sales teams from Series A to Series C and ultimately functioned as General Manager/Integrator. Now as the VP, Client Success at The B3 Method Institute, he helps organizational leaders to find their Business, Balance & Bliss while designing the accounting practice they desire that they can build and scale. Byron lives on a small horse farm in Maryland with his future wife, Nikki, and a gaggle of animals, including his dog Trinity. His extremely proud of his accomplished daughters, one a civil engineer and the other a student-athlete at the University of Pittsburgh where Byron regularly cheers on the Women's Lacrosse team, #H2P!

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About Our Presenter

Amyvetterbiz

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.