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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!

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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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Amy Vetter CPA (US)

5 / 5

Go-to-market (GTM) Strategies
Brand Awareness
Customer Success Programs
Management

Amy Vetter, CPA.CITP, CGMA, is the CEO of The B 3 Method Institute and Drishtiq Yoga, a keynote speaker, corporate board member, and author. As a CPA and Yogi -- who specializes in Technology Innovation – Amy provides a unique perspective that inspires and guides financial professionals on how to transform their careers and businesses and live a more fulfilled, connected, and successful life at work and home. Amy’s speaking programs encompass transformative topics on leadership, employee engagement, company culture, work-life fulfillment, business transformation, and technology innovation.

Amy has been named one of the “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor for the fourth year in a row and has been recognized as a “Top 100 Most Influential Person” by Accounting Today repeatedly. Amy 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.

Amy has authored two books, including Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, published by Wiley. It is the CPA and accounting professional’s guide to the future of delivering advisory services to their clients with the rise of technology-driven DIY financial services. Amy also authored the book: Business, Balance & Bliss: How the B 3 Method Can Transform Your Career and Life. She is the host of the Breaking Beliefs Podcast. You can subscribe to Apple Podcasts, Spotify, and more.

Amy’s experience spans serving as a c-suite executive and leader overseeing customer, sales, education, and marketing functions in accounting technology companies. She has also served as a partner in a regional CPA Firm, and owned and operated her accounting practice. Amy is a member of the AICPA IMTA Exec committee where she leads the Technology Innovations Taskforce and is a member of the AICPA’s Tech+ conference planning committee. She is also a corporate board and advisory member for a variety of companies.

Learn more at www.amyvetter.com.