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"Steven was knowledgeable and thorough…”
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
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Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
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Great customer service. Classes are pertinent. Great value
Steve
Trusted by 250,000+ Professionals
Trusted by 250,000+ Professionals
"Steven was knowledgeable and thorough…”
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
Lori corry
"It is what it advertised to be”
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
"Great customer service”
Great customer service. Classes are pertinent. Great value
Steve
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Amy Vetter, CPA, CGMA, RYT500, CSP, and CEO of The B³ Method Institute, is a distinguished leader known for her transformative approach to integrating business strategy with personal fulfillment. With over 25 years of experience across finance, technology, and corporate leadership, Amy has consistently driven impactful change in diverse industries. Amy’s journey began in the finance sector, where she quickly rose to prominence as a CPA, earning her credentials as a CGMA and securing leadership roles in firms like KPMG and Ryder Systems. However, her career trajectory took a unique turn as she recognized the importance of aligning work with personal values and well-being. This realization led her to explore holistic practices, eventually becoming a certified yoga instructor (RYT500) and a Certified Speaking Professional (CSP). As the CEO of The B³ Method Institute, Amy developed The B³ Method®—Business + Balance = Bliss—an innovative framework that empowers professionals to create work-life harmony. This method goes beyond traditional work-life balance models by promoting a seamless integration of business goals with personal fulfillment. Amy’s approach has resonated across industries, from finance and SaaS to corporate governance and beyond. Amy’s leadership and expertise have been instrumental in driving growth and transformation in multiple organizations. At XERO, she served as the Chief Relationship Officer and Head of Accounting, where she led global teams, developed an innovation roadmap, and expanded the company’s footprint in the Americas. Her work at Intuit as the leader of the Intacct Accounting Program was equally impactful, where she achieved revenue objectives and received the President’s Award for her contributions. Beyond her corporate achievements, Amy is a prolific keynote speaker, author, podcast host, and workshop leader. Her ability to connect with audiences on a deep, personal level is a testament to her authentic and holistic approach to leadership. Amy Vetter's latest book, Disconnect to Connect: Tap Into the Power Within You to Create the Life You Desire, explores breaking generational patterns and unlocking personal potential through self-reflection and mindfulness. Her previous works include Business, Balance & Bliss, which introduces the B³ Method® for achieving work-life harmony, and Integrative Advisory Services, a guide for accounting professionals to become strategic, valued advisors in the age of automation. Amy's TEDx Talk, “Disconnect to Connect,” further amplifies her message of authentic living and work-life harmony. Through her podcast, Breaking Beliefs, Amy challenges her audiences to push past their preconceived beliefs and start a transformative path forward. Amy’s speaking engagements often draw from her personal journey, inspiring professionals to align their work with their purpose and achieve sustainable success. Amy also serves on corporate boards, providing valuable insights into governance, financial management, and strategic planning. Her board roles include positions with Analytix Solutions and advisory roles with companies like Digital Shadows and Logikcull, both of which saw significant growth under her guidance. Amy’s contributions to the industry are widely recognized, earning her multiple awards, including seven times as one of the Top 25 Most Powerful Women in Accounting (CPA Practice Advisor) and five times as one of the Top 100 Most Influential People in Accounting (Accounting Today). Through The B³ Method Institute, Amy continues to empower individuals and organizations to thrive by fostering cultures that embrace mindfulness, purpose, and balance. Her work is a beacon for professionals seeking to navigate the complexities of modern business while maintaining a fulfilling and harmonious life. Learn more at www.amyvetter.com and follow @AmyVetterCPA on Facebook, Instagram, LinkedIn and Twitter.
