Amy Vetter, CPA, CITP, CGMA, MBA

Amy Vetter, CPA, CITP, CGMA, MBA, is the CEO of The B3 Method® Institute and Drishtiq Yoga, a top inspirational keynote speaker, corporate board member, author, and host of the podcast: Breaking Beliefs. As a CPA and Yogi -- who specializes in Technology Innovation – Amy provides a refreshingly new perspective that inspires and guides professionals on how to transform their careers and lives. She inspires business, accounting and finance professionals on how to create a human approach to business in a digital world. She guides them on how to create work-life harmony and practice mindfulness in the workplace as well as how to implement and use technology in a thoughtful way so that it does the heavy lifting, freeing them to develop collaborative, lasting relationships. Amy’s speaking programs encompass transformative topics on digital transformation, leadership, employee engagement, company culture, change management and innovation.

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Creating a successful end-to-end CAS engagement

When many firms start a Client Advisory Services (CAS) practice, they have a tendency to jump in the same way they might if they were starting a tax or audit practice. Unfortunately, they quickly find that offering CAS services is a different...

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