Podcast appearances and mentions of amy vetter

In this episode, Joe sits down with Amy Vetter, CPA, CGMA, RYT-500, CSP. Amy is the CEO of the B³ Method Institute and the keynote speaker for the MICPA's 2025 Elevate Conference. They discuss how firms can build a best-in-class tech stack by thoughtfully selecting, standardizing and training on the right tools.

“We're afraid to communicate, we're afraid to speak up.” The Concierge CPAWith Jackie MeyerFor CPA TrendlinesIn a profession known for long hours and technical precision, Amy Vetter, CPA.CITP, CGMA, CSP, RYT, offers a refreshing message.There's more to success than climbing the traditional career ladder.More Jackie MeyerThe founder of the B3 Method Institute joins Jackie Meyer on The Concierge CPA to share her journey from audit partner to yogi and mindful tech advisor—challenging firm owners to prioritize purpose and personal well-being.“Once I made partner, I thought I'd feel happier,” Vetter says. “But success without alignment isn't really success.”Vetter's career began traditionally—Big Four audit work, a stint in tax, and an early partnership. But as she juggled young children and mounting burnout, she realized something was missing.“I had pushed down the creative, intuitive parts of myself,” she explains. “So I started a journey to bring those back—through yoga, reflection, and eventually, the creation of the B3 Method.”

What happens when a career in finance is shaped not just by business acumen—but by the legacy of a physician father, a social worker mother, and the values of resilience, emotional intelligence, and relentless curiosity? In this episode, Amy Vetter interviews Carl Seidman, Owner of Seidman Financial, to explore his unexpected journey from pre-med student to trusted financial advisor. Carl shares how pivotal mentors, life experiences, and his own curiosity led him to uncover what it truly takes to succeed as a CFO. Now a business owner and educator, Carl reflects on the lessons he's learned and how he's helping others navigate their own paths in finance and leadership.

In this episode, Dr. Jackie Meyer interviews Amy Vetter, a CPA, yogi, and author, discussing her unique journey in the accounting profession and the importance of finding balance in work and life. They explore the B3 method, practical steps for achieving work-life harmony, the significance of technology in accounting, and the value of advisory services. The conversation also touches on coaching programs and the need for effective communication in professional settings, culminating in a rapid-fire round of fun questions.

Leading with optimism is the key to navigating uncertainty and inspiring lasting success. In this episode, Amy Vetter sits down with Gary Thomson, founder of Thomson Consulting, to discuss his journey from growing up in a ministry household to leading one of the top CPA firms in the U.S. Gary shares how his background shaped his leadership style, the challenges and benefits of firm acquisitions, and why vulnerability and openness are essential traits for impactful leadership. He also reflects on mentorship, navigating change in the accounting profession, and how leaders can inspire teams by setting the bar for success. If you want to lead with optimism, clarity, and purpose—especially in difficult times—this episode is packed with wisdom and actionable insights.Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

Failure to address corporate climate can critically impact talent recruitment and retention.With Jean CaragherFor CPA TrendlinesAmy Vetter, CEO of the B3 Method Institute, discusses how accounting firms can transform workplace culture, reduce stress, and empower leaders to create a thriving work environment on the latest Gear Up for Growth episode.“A thriving workplace culture starts with strong leadership, clear communication, and a commitment to values,” Vetter says. “When leaders empower employees and lead with transparency, firms can create an environment where people feel supported and engaged.”  Gear Up for Growth spotlights the best strategies for smart and efficient growth in today's competitive landscape. More Gear Up for Growth every Friday here | More Capstone Conversations with Jean Caragher every Monday | More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More CPA Trendlines videos and podcasts here Vetter highlights the importance of setting boundaries to reduce stress. "We carry belief systems from when we started our careers—like feeling guilty for leaving the office at a reasonable hour,” Vetter explains, “but no one is actually judging you for setting healthy boundaries. Communicating expectations and structuring your day can help reduce unnecessary stress." 

Being decisive is a powerful force, as even indecision is itself a decision. In this episode, Amy Vetter sits down with Michelle Golden River, a CPA firm growth and profitability strategist. Michelle's story is a testament to the power of being decisive, navigating challenges, and boldly redefining value in the accounting world. She shares her journey from an unconventional upbringing to a 30+ year career, focusing on the shift to worth-based pricing, clear communication, and recognizing one's value. She also stresses the importance of streamlining processes, understanding client needs, and boosting profitability and growth. With this in mind, now is the opportune moment to lead by being decisive!Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

Growing up with parents who emphasized the art of asking questions and truly listening, Elise Powers, Founder of Eleview Consulting, turned those lessons into a transformative career. In this conversation with host Amy Vetter, Elise shares how taking an interest in others became the cornerstone of her work. From building psychological safety to mastering active listening, this episode dives into the skills that drive authentic relationships and impactful leadership. Tune in for insights that can change how you connect, lead, and communicate.Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

If you can be intentional about your career choices, you can unlock extraordinary moments of transformation. In this episode, Amy Vetter sits down with Darren Root, Growth Strategist at Rightworks, to explore his journey from working at his father's firm to building his successful practice. Darren shares how making intentional decisions guided him through the challenges of leaving the family business and launching a thriving independent venture. His honest and vulnerable account of the emotional process of letting go will resonate with anyone looking to take charge of their career. Get ready to learn valuable lessons and gain insights that inspire you to embrace your career aspirations with courage, determination, and intentionality.Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

Amy Vetter covers actionable steps you can take to overcome the feeling of overwhelm. Be ready to be open and listen to the messages that arise for you when facing overwhelm to achieve work-life harmony like never before.

Ready to unlock the secrets of resilience and handle anything life throws your way? Join this episode as Amy Vetter sits down with Dr. Robyne Hanley-Dafoe, an award-winning author and scholar, who takes us on an inspiring journey through her life and research. From overcoming personal hardships and a transformative car accident to transitioning from a high school dropout to a university professor, Dr. Hanley-Dafoe shares her powerful insights on resilience, career transitions, and balancing personal and professional roles. Discover her five key findings on human resilience and learn practical strategies for thriving amidst change and stress, all while exploring the vital importance of belonging, perspective, acceptance, hope, and humor.

In this episode, I explore the B3 Method (business, balance, and bliss) for achieving work-life harmony with special guest Amy Vetter, a CPA, entrepreneur, and yoga teacher. Amy shares her journey from a traditional accounting career to incorporating yoga and mindfulness into her life and business practices. She discusses the importance of self-assessment, the role of technology in creating space, and practical steps for integrating mindfulness into daily routines. Guest Information: Amy Vetter - Chief Executive Officer, Keynote Speaker & Visionary Consultant LinkedIn: https://www.linkedin.com/in/amyvettercpa/ B3 Method Institute: https://www.amyvetter.com/workshops-and-courses-for-association-professional Contact Andrew Lassise (Host):  Email: alassise@rushtechsupport.com LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support --- Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

This international panel discussion explores where the accounting profession is headed and what it needs to do to remain relevant. The all-star panel includes influencers Daniel Dronsfield, Amy Vetter, Jasen Stine and Andrew Harding.The experts agree the profession is at an inflection point, with a divide between those embracing change and those resistant to it. Firms unwilling to adapt face potential irrelevance as the workforce ages and talent becomes scarce. Persistent myths like accountants being stuck in the past need debunking. Successful future accountants will need skills beyond number-crunching, such as communication, strategic thinking, and an entrepreneurial mindset. The panelists urge learning from other industries' client-centric and innovative approaches.Bold predictions include the rise of accounting for virtual economies, more cross-disciplinary education, the demise of the partnership model, and globalized services delivery.If granted a magic wand, the panelists wish for raising financial literacy, closing the public's expectation gap on audit failures, and fostering a culture of technology integration.While tumultuous times loom, the profession's future brims with opportunities for the adaptive. As Stein states: "It's the best and worst time" for accounting.Key Takeaways:The accounting profession is at an inflection point, with significant changes happening due to technology, changing workforce dynamics, and evolving client needs.Firms and individuals who embrace change and upskill in areas like communication, strategic thinking, and advisory services will thrive, while those resistant to change may struggle.The traditional partnership model and accounting qualifications may undergo significant transformations to adapt to the changing landscape.Increasing financial literacy and understanding the true value of accountants beyond compliance work is crucial for the profession's future."If your business model is serving people in volume and you want the 100, 1040 or the 50 a month bookkeeping client, I mean, you're in for a rude awakening because frankly, nobody really does want that." - Jason Stine"We'll see the emergence of cross-disciplinary accounting degrees, certifications that lend finance and technology with traditional accounting education. The accountants of tomorrow, they'll need to have a very broad knowledge base to navigate the complexities of modern business." - Daniel DronsfieldWatch in video format on youtube here: https://youtu.be/NsYHJu8dRTo◣━━━━━━━━━━━━━━━━━━━━◢The Accounting Influencers Podcast, hosted by Rob Brown, is one of the world's leading shows for accounting leaders, professionals, finance specialists, software vendors, tech providers and influencers. To participate in our international virtual speed networking events for the accounting community, book your place at the next gathering. Great for building your personal brand and making valuable industry connections in return for a small donation to charity: https://accountinginfluencers.com/events◣━━━━━━━━━━━━━━━━━━━━◢Thanks to our sponsors:ADVANCETRACK OUTSOURCING. Transform your accounting firm with AdvanceTrack. Our top-tier offshoring solutions free your team from mundane tasks, allowing you to focus on growth and client engagement. Experience seamless scalability and expert support. Visit advancetrack.com and elevate your practice today. https://www.advancetrack.comACCOUNTEX. Join us at Accountex London, the pinnacle of fintech innovation, May 15-16, 2024! Discover ground-breaking solutions from 295+ brands and gain invaluable insights at our...

In this insightful episode of Building the Premier Accounting Firm, we're thrilled to welcome Amy Vetter, a remarkable figure who has seamlessly blended creative solutions to the forefront of the accounting industry. Amy shares her compelling journey from being an artist to becoming a Certified Public Accountant (CPA), her impactful roles at prestigious firms like KPMG, Intuit, and Xero, and how these experiences culminated in the creation of the B3 Method Institute. Main Themes: Journey from Creativity to Accounting: Amy tells Roger about her unique path to becoming a CPA, illustrating that diverse backgrounds can lead to success in the accounting world. B3 Method Institute: Aimed at revolutionizing the accounting profession, Amy discusses her work to promote a better work-life balance through innovation, fostering collaborative client relationships, and a holistic approach to business challenges. Mindfulness in Accounting: Amy and Roger emphasize the importance of being present and thorough in client interactions, likening accountants to “business first responders” who are crucial in times of need. Work-Life Harmony: Amy gives tips for managing stress and ensuring personal and professional fulfillment within the demanding accounting profession. Leadership and Culture: Insights into becoming a connected leader, the role of self-awareness, and the importance of creating a positive organizational culture.   Amy Vetter's story is a testament to the power of blending creativity with analytical skills in accounting. Her emphasis on mindfulness, self-care, and the pursuit of joy both in and out of the workplace is a reminder of the importance of holistic well-being for professionals. Through her work with the B3 Method Institute, Amy is paving the way for a new era in accounting, where innovation, leadership, and work-life harmony are at the heart of the profession. Tune in to this episode for a deep dive into creating a more balanced, innovative, and fulfilling career in accounting, with wisdom and guidance from one of the industry's most forward-thinking leaders, Amy Vetter.   Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Take advantage of this opportunity to receive Amy's Newsletter: https://www.amyvetter.com/newsletter Also consider her Online Courses: https://www.businessbalancebliss.com/pages/mindfulness-courses   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services you should offer as you run your business. help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve.  This is a webinar you don't want to miss.  Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area.  This is a must-see presentation so get ready to take some great notes.   In addition to becoming an author, see what you can do to follow the Turnkey Business plan for accounting professionals.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.  Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Join us this Wednesday for a new episode where Roger discusses mindfulness with Amy Vetter.  

In today's fast-paced world, the quest for work-life balance seems like a never-ending journey for many professionals. But is it an imaginary idea or an attainable goal? In this week's episode of Fordify LIVE! Ford and guest, Amy Vetter, discuss this important question, and offer fresh insights along with actionable strategies for today's leaders. The concept of work-life balance has evolved beyond ordinary time management to encompass a deeper sense of harmony between our personal and professional lives. Ford Saeks, alongside guest Amy Vetter, explores the nuanced layers of becoming a connected leader—one who thrives on creating an environment of balance, growth, and innovation. Amy shares her transformative journey from a Certified Public Accountant to a yogi, which offers a unique lens through which to view the pursuit of harmony in both life and work. The episode illuminates how embracing mindfulness in leadership roles not only enhances personal satisfaction but also propels businesses to unprecedented levels of success. It also delves into the diverse expectations of work-life balance across various generations, revealing its significant influence on shaping organizational culture. This episode is packed with valuable, practical strategies that promise to enrich both personal lives and professional environments by nurturing a culture of balance and connectivity. Ford and Amy engage in a rich discussion that not only highlights the importance of work-life balance but also challenges leaders to reflect on their roles in encouraging this balance. The conversation covers the impact of leadership on organizational culture, the power of mindfulness in the workplace, and how to navigate the complexities of modern professional demands with grace and efficacy. Achieving work-life balance is more than a personal undertaking; it's a leadership strategy that can significantly affect an organization's culture and success. This episode is invaluable for anyone in a leadership position or aspiring to be one, as well as professionals seeking a more balanced and fulfilling approach to their careers and lives. To explore these insights in depth and discover how you can start your journey towards work-life harmony, watch the full interview on YouTube. About Amy Vetter Amy Vetter, CPA, CITP, CGMA, MBA, is the innovative mind behind The B³ Method Institute and B³ Yoga, organizations dedicated to guiding professionals towards achieving their potential in work and life through mindfulness and balance. As a celebrated keynote speaker, author, and podcast host of Breaking Beliefs, Amy has made significant strides in promoting connected leadership, mindful technology use, and work-life harmony across various industries. Her accolades include being named one of the “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor, and she's been featured multiple times in Accounting Today's Top 100 Most Influential People. Beyond her speaking engagements, Amy's written contributions shine in her books "Business, Balance & Bliss" and "Integrative Advisory Services," where she explores the essence of work-life harmony and the invaluable role of human connection in accounting. Amy's leadership extends to roles such as a member of the AICPA Council, a board member for the Ohio Society of CPAs, and participation in key AICPA blockchain initiatives. Her insights and methodologies have not only garnered recognition within the accounting and finance profession but have also inspired a broader audience through her award-winning TEDx Talk on achieving work-life harmony. Learn more about Amy's journey and explore her insights into a balanced, fulfilling professional and personal life at AmyVetter.com. About Ford Saeks: Ford Saeks is a visionary Business Growth Accelerator who brings over two decades of experience to redefining success for businesses across the globe. His strategic insights have generated over a billion dollars in sales for companies, from nimble start-ups to esteemed Fortune 500s. At the helm of Prime Concepts Group, Inc. as President and CEO, Ford's expertise shines in driving customer loyalty, expanding brand visibility, and sparking innovation. A relentless entrepreneur, Ford's journey includes founding over ten companies, penning five influential books, securing three U.S. patents, and earning a plethora of industry accolades. His foray into AI prompt engineering marks him as a thought leader in leveraging ChatGPT and other AI tools to enhance content creation, thereby boosting engagement and business outcomes. Ford's profound impact on utilizing AI in business operations, marketing, sales, and improving customer experiences was highlighted at the “Unleash AI for Business Summit.” Discover more about Ford Saeks' transformative approaches and strategies at ProfitRichResults.com and tune into his insights on Fordify.tv.

Your past does not dictate your future. It is for you to decide which pieces fit in your journey and which ones to let go. Amy Vetter interviews Ford Saeks, CEO of Prime Concepts Group, Inc. During the interview, they discuss Ford's journey from foster care to being a serial entrepreneur. They uncover the belief systems he found no longer served him in the present, recounting with candidness and authenticity the pivotal moments from his ventures and the invaluable lessons he learned along the way. Join this episode as Ford imparts wisdom on financial management, leadership evolution, and the transformative power of personal accountability. Through his narrative, you are not only inspired but equipped with the tools to navigate your own entrepreneurial odyssey in an ever-evolving landscape. Tune in and embark on a journey of self-discovery and limitless potential with Ford Saeks.Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

On Episode 143 of The Unique CPA, Randy Crabtree chats with Amy Vetter about her diverse roles both inside and outside her career life, and the value of authenticity. A CPA, a yoga instructor, a technology business executive, an author, and more, Amy discusses her experiences with identity and career transitions, and the Business Balance Bliss concept she constructed as a result. Amy goes into her work at the B³ Method Institute, her achievements as a Certified Speaking Professional, and the programs she's developed to make work-life “harmony,” rather than just balance, an achievable goal for CPA firms. Get the full show notes and more resources at TheUniqueCPA.com

In our Best of 2023 Part II, Rory brings together more great moments and insightful commentary from leading minds in accounting, wealth, and behavioral finance. The episode features a look into vulnerability and leadership with keynote speaker Amy Vetter and Intergenerational and Gender Communication specialist Julie Johnson. Listen as folks like Jody Padar, "The Radical CPA," talk about how AI is revolutionizing professional services. Discover why attorney and legacy planner Matthew McClintock thinks there is potential for a dawn of a new era in Bitcoin. You'll hear John Fenton discuss the power of discovering your "Why" to better connect with colleagues and clients. Hear from Dr. Kristy Archuleta discuss how we can use a more holistic approach when working with clients and why the "Sassy Septuagenarian," Keena Pettijohn believes we can all become more Sympathetic, Memorable, and Empathetic. Join us as we revisit the most impactful episodes of 2023.

Brent chats with Amy Vetter about using her Business, Balance & Bliss method to identify, manage, and overcome the negative effects of stress. The conversation is wide ranging and Amy provides specific insight into how these normal human challenges can help anyone--professionals and their clients. The lessons shared reach beyond professional life to give listeners a view of some of the life experience and behavior of their clients so that they can help them find success in their lives.

Unlock the secrets to creating value and impacting lives in this eye-opening episode of Joey Pinz Disciple Conversations. Amy Vetter, entrepreneur and TEDx speaker, shares how discipline in life leads to a fulfilling career and personal life.

The forecast is in: Be on the lookout for doom 'n' gloom.  At least, that's how the media are painting the future -- as a bleak world, upended by technologies like Artificial Intelligence (AI). Now, all of the uneasiness and uncertainty has spilled over into the accounting and finance profession where those who've worked diligently to earn their credentials fear that automation may nullify their efforts. But Donny Shimamoto, CPA, CITP, CGMA sees things differently. As founder of The Center for Accounting Transformation, founder and Managing Director of Intraprise Techknowlogies,  and Co-Chair of the National Conference of Lawyers & CPAs for the Association of International Certified Professional Accountants, Donny has looked at the profession through a variety of lenses, and in each lens, he foresees incredible potential. Listen in to discover Donny's vision of a brighter future for entrepreneurs and those in accounting and finance fields.Episode HighlightsMost get into profession to help people and businesses achieve their goals, and the demand for these skills aren't going anywhere (04:45)How to find and deliver the services your clients actually need (12:20)The main thing we need to improve on as a profession* (16:58)(*Our episode with Amy Vetter touches on this specifically)The power of personal resilience in unlocking transformation (28:15)Shifting from traditional firm structures and ideologies (31:07)To learn more about Donny and his services, find him on LinkedIn. For more information about Dave , visit www.davidpetersfinancial.com.

Computer programmers may have the best ideas in their minds, but they are worthless if they cannot communicate them clearly to other people. David Barrett, CEO of Expensify, joins Amy Vetter to share how to cross the imagination gap by being an excellent communicator both verbally and on paper. He looks back on falling in love with computer programming at the age of six and the story behind the genesis of Expensify. David also discusses the secret of his career success, detailing how to stay positive despite the negativities he faced along the way, the importance of humility in leadership, and the power of framing success regardless of other people's expectations.We are honored that Expensify sponsored this episode. Expensify is a payment super-app that helps individuals and businesses simplify the way they manage money. More than 12 million people use Expensify's free features, which include corporate cards, expense tracking, next-day reimbursement, invoicing, bill pay, global reimbursement, and travel booking, all in one app.To learn more about how Expensify can help save you time to focus on what really matters, check out use.expensify.com/spend-management.Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

Accounting and finance professionals are notorious for burning the candle at both ends. In fact, is finding balance between work and life even possible? "It is," says Amy Vetter, CPA, and CEO of the B³ Method Institute. She supports firms and businesses across the country in working smarter -- not harder -- so that ultimately NO ONE in the organization exceeds 45 hours of work per week. Want to learn how to pull this off for your business? Listen in to learn more... Episode HighlightsBeating the belief system that this will never work (11:26) Aligning personal and financial goals while leveraging your organization's purpose (18:02)Developing a purpose and mission aren't nice-to-haves; they're essential -- from CEOs and entrepreneurs to everyday workers (25:00)Scrutinizing your actual vs. perceived productivity (32:04)Optimizing technologies such as AI -- and establishing standard operating procedures (34:35)Becoming a connected leader (40:36)Read Amy's books to learn even more.***Please note: David's audio echoes toward the beginning of this episode but eventually normalizes.Visit us at www.davidpetersfinancial.com.

Today I welcome Amy to the show where we talk about self confidence and being authentic in the workplace. You can find more from Amy here: https://www.amyvetter.com/  Disclaimer: these podcast episodes are sharing my personal experiences, stories from mentors and guests around self esteem, confidence, personal growth and mental health. For any serious mental health concerns and advice please consult with a professional such as a doctor, therapist or what seems appropriate.

There will always be new things to learn in life and new chances to level up yourself. In order to grab that next opportunity, you have to regularly practice, hone your craft, and improve yourself. In this episode, Amy Vetter interviews Zach Greenwald from Expensify. Together, they discuss how training to be a pro hockey player when he was younger has helped him try new things and put himself out there as an adult. Zach shares how he found a big break as a DJ, doing constant trial and error to improve his mixes. He also explains how to find comfort outside your comfort zone, the benefits of courageously showcasing yourself, and facing rejection with an open mind. Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks with the CEO, Keynote Speaker & Consultant of The B3 Method Institute, Amy Vetter.Amy Vetter is a unique blend of a CPA, yoga instructor, and technologist. She leverages this diverse background to help individuals and businesses find balance and bliss. During our conversation, Amy emphasized the importance of self-awareness and the need for moments of stillness and silence.She believes we can optimize our productivity and overall well-being by disconnecting from our fast-paced, left-brain-dominated world and tuning into our intuition. This approach is about taking drastic changes over time.Instead, Amy encourages individuals to start small with intentional habits, such as focusing on breathing and taking moments to reset the central nervous system.Amy acknowledges that everyone's journey to mindfulness is unique. It takes time for individuals to be ready to embrace mindfulness practices. She also recognizes the stress experienced by professionals, particularly CPAs and entrepreneurs.To address this, she developed a methodology outlined in her book "Business Balance and Bliss." This methodology focuses on understanding stressors and using mindfulness and collaboration techniques to create bliss and maintain happiness.Amy also emphasizes the need for self-awareness and intentional thoughts to shape our perception and reality. She offers resources such as books, webinars, and consulting services to help individuals and organizations achieve work-life harmony. She aims to transform workplaces into destinations where employees are happy and fulfilled.Key Points from the Episode:Amy Vetter's work and role as CEO of the B3 Method InstituteImportance of incorporating mindfulness into leadership and work-life harmonyAmy's background as a CPA, yoga instructor, and technologistNeed for self-awareness and moments of stillness and silenceDisconnecting from the frenetic left brain and listening to intuitionStarting small with intentional habits and focusing on breathAcknowledging that everyone's journey is unique and takes timeAmy's methodology outlined in her book "Business Balance and Bliss"Using mindfulness and collaboration techniques to create bliss and maintain happinessAbout Amy Vetter:Amy Vetter, CPA, CITP, CGMA, MBA, and Certified Speaking Professional (CSP), is a highly accomplished CEO, keynote speaker, consultant, and author. She is the creator of the B3 Method® for Business, Balance & Bliss, which has empowered countless individuals across various industries and career levels to reach their full potential in work and life.As a prominent figure in the accounting and finance profession, Amy has been recognized as 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. She contributes her expertise to publications like AICPA's Journal of Accountancy, Accounting Today, CPA Practice Advisor, Inc.com, and Entrepreneur.com.Amy's diverse background, including an MBA and entrepreneurial experience, has made her a skilled C-suite executive and corporate board member. She is well-versed in cloud technology, business transformation, and go-to-market strategies for scaling businesses nationally and internationally.Through her books, "

Does it ever feel as if your life has become mechanical or routine? Do you find that it's becoming more and more difficult to find success in your career? This is the episode for you! Today, we speak with keynote speaker, CPA, yogi, technologist, TEDx speaker, Breaking Beliefs Podcast host, and CEO of the B3 Method Institute, Amy Vetter, who guides business professionals on their journeys to become happier, more engaged, and more successful. As a CPA and a yogi, Amy has a unique perspective to offer on achieving work-life harmony, changing our thoughts and habits, becoming connected leaders, and more; all of which we discuss in this episode. Above all, Amy emphasizes the importance of doing the work, and she encourages listeners to step back, get still, and embrace new perspectives, especially when doing so feels like it challenges your existing belief systems. To discover some of the tools you need to overcome adversity, identify your personal purpose, and align it with the work you do, be sure to tune in to this insightful conversation with Amy Vetter!Key Points From This Episode:A look at the B3 Method Institute and its methodology: business plus balance equals bliss.The importance of doing the work to change your thoughts, habits, and belief systems.Tips for taking the first steps on your journey to transform your work and life.Dispelling the myth that there's never “enough time” for self-development.Why individual buy-in is essential for workplace transformation.Leadership, self-deception, and the importance of prioritizing people.What it means to become a more connected leader (according to Amy).Key elements of successful workplace transformation, including intentional culture.The role of empathy, mutual respect, collaboration, detachment, and mindfulness.Listening and feedback techniques for connected leaders.Finding the energy for iterative growth and the value of learning in real-time.Why firms need to evolve to continue to attract the talent they want.How organizations can benefit from allowing people to inform their strategy.Actionable advice for firm leaders: begin with self-assessment.Amy VetterThe B3 Method InstituteBreaking Beliefs PodcastDisconnect to ConnectBusiness, Balance & BlissAmy Vetter on LinkedInAmy Vetter on TwitterAmy Vetter on InstagramConnection BuildersAlex Drost LinkedIn

Amy Vetter reads from her new book, Disconnect to Connect: Tap Into the Power Within You to Create the Life You Desire. For the Official Audiobook release, Amy has a free gift to listeners of the first chapter. Have you found yourself receiving similar feedback in each job you have? With each boss you report to? With friends? With those you love? It is human nature that when we are unhappy with an outcome, we blame the outside world for the circumstances. Check out this great listen!Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

Do you keep trying for “work-life balance,” and it never quite works out? A better strategy is to focus on achieving work-life harmony instead. In this episode, we're joined by Amy Vetter, a CPA who is the CEO of the B3 Method Institute. You'll discover powerful leadership and mindfulness practices and how to re-center yourself […]

In this episode, Rory has a heart-to-heart with Amy Vetter, the inspiring author of "Disconnect to Connect: Tap into the Power Within to Create the Life that You Desire." They explore the often-overlooked themes of vulnerability and intergenerational trauma and how they shape our life journeys. Amy opens up about her deeply personal experiences that led her to write her transformative book, demonstrating how turning inwards can help us build meaningful connections and manifest the life we yearn for. Drawing on her unique blend of corporate leadership and yoga mindfulness practice, she underscores the need for a holistic approach toward professional and personal growth. Also, Amy shares some practical exercises from her book that listeners can incorporate into their daily routines. Delve into this profound conversation to learn how understanding your past can unlock a more fulfilling and connected future. Don't miss out on Amy's wisdom-filled insights that have the power to change your perspective and life!

In this day and age of hustling, boredom is seen as a plateau that runs counter against success. But what if we reframe our mindset towards feeling bored with our careers and see it as a moment to explore ourselves without all the rush and bustle of this competitive world? Redefining boredom in this episode is Scott Scarano. Scott is the Founder of his own accounting practice, Accounting High. During this interview, he sits down with Amy Vetter to talk about how boredom teaches us to gain patience—which plays an important role in any creative or entrepreneurial act. Scott also shares his upbringing being a part of a family of entrepreneurs and what he learned from them, particularly on how egos get in the way. Making space for his creative heart, he talks about the need for performance and building that into your career later on. Plus, Scott and Amy discuss Amy's new book, Disconnect to Connect. They dive deep into the lessons from the book and reflect on the importance of never losing creativity in what you do to create the life you desire. Tune in now to hear more of Scott's personal growth lessons that have helped him as a business owner and also his personal life.Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

Season 4 Episode 64 Faculty: Michelle Weinstein “The Pitch Queen”  Class: #VarsityTips In this episode, Scott interviews Michelle Weinstein, aka The Pitch Queen, aka The Abundant Accountant, aka Niks' substitute teacher, on the truth about sales and beliefs about sales. Michelle shares her story of how she became The Pitch Queen and how to get on the varsity team at your firm by describing the mindset shifts you will need to run the mile. Michelle shares her Three P's She tells how she got into the accounting niche She addresses common objections to raising fees Michelle and Scott discuss the mindset shift needed to price right Michelle tells of her time working at Fitsy Foods and the birth of The Pitch Queen She explains her Abundant Millionaire Mastermind Program Scott realizes the similarities between Michelle and Niks Michelle encourages listeners to check their sales beliefs and break limiting beliefs Michelle and Scott talk about how selling is being a guide Michelle gives steps to being the head coach at your firm. She explains “Be, Do, Have” Scott explains how to correctly fake it till you make it The two talk about how “sales is not about you” Shoutouts: Abundant Millionaire Mastermind Program, Justin from Justin's peanut butter, John Lee Dumas, Shark Tank, Amy Vetter, James Ashford --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

In this episode, Eric discusses Amy's new book and her journey from CPA partner to National speaker and writer, and the power of self-reflection and how it can help us break free from negative patterns, creating a fresh start in our lives.     Get Amy's new book on Amazon here: CLICK TO GO TO AMAZON

In this episode, Eric discusses Amy's new book and her journey from CPA partner to National speaker and writer, and the power of self-reflection and how it can help us break free from negative patterns, creating a fresh start in our lives.

Join Host Megan Spicer in a very hot topic that is forever ongoing: Creating Business, Balance and Bliss. She is joined by the knowledgeable Amy Vetter, who is the host of the podcast Breaking Beliefs, an Inc. and Entrepreneur.com contributor, author of the book Business Balance and Bliss, one of the most powerful women in accounting, board member and corporate advisor. The expertise and relatability on this topic about work life balance integration, gets you thinking about how the balance and bliss may not actually be out of reach. 

Accounting thought leader Amy Vetter talks about the need to understand your own story -- so that you can then rewrite it. Drawing on her new book, "Disconnect to Connect," she dives into how self-knowledge, vulnerability and authenticity can make you a better leader, and a better person. 

Drs. Amy Vetter and Melissa Schieble talk to us about teacher agency, community, and critical conversations. A third scholar, Kahdeidra Monét Martin, is also involved in their recent research. Amy is known for her work in understanding how classroom interactions impact developing reader and writer identities as well as teacher identities, the role of critical conversations in educational settings, and the impotence of learning from the writing identities of young people. Melissa is known for her work on analyses of power, privilege and oppression in fiction for youth and in classroom discourse. Together, with Kahdeidra, they have published multiple research articles on the topic of critical classroom conversations as well as the book Classroom Talk for Social Change: Critical Conversations in English Language Arts, published in 2020 by Teachers College Press.Resources mentioned in this episode: NCTE Intellectual Freedom CenterTo cite this episode: Persohn, L. (Host). (2023, Apr. 11). A conversation with Amy Vetter and Melissa Schieble (Season 3, No. 22) [Audio podcast episode]. In Classroom Caffeine Podcast series. https://www.classroomcaffeine.com/guests. DOI: 10.5240/26D8-D7C3-D4B1-E9FF-DB33-RConnect with Classroom Caffeine at www.classroomcaffeine.com or on Facebook, Twitter, and Instagram.

Season 4 Episode 40 | Recorded January 24, 2023 Accounting High is supported by our Booster Club Members Thank you AppStream powered by the GrowthLab https://www.growthlabfinancial.com/automations-for-accountants?ah Music Video for Simple Tasks! In this episode, Scott gets a one-on-one with Amy Vetter, who shares her insights on various topics related to business and personal growth. The conversation covers everything from the foundations of accounting and setting boundaries, to finding joy and happiness in life and work. Amy also discusses her own journey from one business to another, and her approach to writing books. This engaging and inspiring discussion is essential for anyone looking to grow personally or professionally. The B3-GINNINGS Scott's parallels Being a speaker and teacher The foundation of audit and saying yes and no The setting of boundaries AV accounting and QuickBooks, Finding, Consulting Moving in another direction Finding yourself and leaving one business for another Think like a monk Joy and Happiness Raps for books Empathy vs Pity Emotional Intelligence in the younger generation Being a business mother From app to app to app Writing books Feeling about pivoting and working with intuit Colors Wrapping up All the Shoutouts: KPMG, Douglas Sleeter, Intuit, Damien Martin, Simply Tax, Jay Shetty, Sage, Xero, Wiley --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Amy is the CEO, keynote speaker, and consultant at B3 Method Institute. B3 Method Institute is an educational organization focused on providing work-life harmony. Since you're in the learning mood, here's a ‘math' problem of the B3 Method: (Business + Balance = Bliss).  In our latest podcast, Amy Vetter shared her philosophy on creating harmony in life and work to help create purpose in our work. 

Season 4 Episode 14 | Recorded January 24, 2023 Sponsored by AppStream powered by The GrowthLab Don't be tardy to the Coach Mackenzie party. That's right. You're listening to VarsityTips formerly known as NiksTips with Scott and Nikole, where they sit down and discuss a hot topic to get Nik's hot takes and tips. So lace up your sneaks and stretch out because of VarsityTips is now in session. ABC Appness Storytelling Colonoscopy and Spicy Foods Escapades and being away from the office GPAC, Park City, Denver, Being with friends Business people in Accounting Snowmobiles and sledding and music video Simple. Tasks. Rule. Everything. Around. Me. The CAS Angels Don't expect me to help Ambivert Scott Accepting help from others and Ops people Partnership in Scott's business Getting woke up by Niks Ideal partners and packing Improv class GPAC Amenities at Gusto Small businesses The Philippines Back to the Gusto Office Telling stories Grading the trips AppS.T.R.E.A.M. Rap All the shoutouts: Blake Oliver, CPA, Zachary Call, CPA, Ashley Carroll, Gusto, Roman Villard, CPA, Chris Williams, Marissa Jones, Marie Greene, CPA, Earmark, Kenji Kuramoto, Dan Luthi, Jacob Schroeder, CPA, Nicholas Pasquarosa, GrowthLab Finance-as-a-Service, Karbon, Matthew May, Twyla Verhelst, CPA, Greg Kyte, CPA, Paul Glantz, CPA, Christopher Leon, Byron Patrick, CPA.CITP I CGMA, Alex Miles, Ignition, The Back Room Outsourced Professionals, Leah Brite, Nayo Carter-Gray, EA MBA, Zapier, Amy Vetter, Michael Ly --- Send in a voice message: https://anchor.fm/accountinghigh/message

There is no denying the impact of our environment on the kind of person we become. Often, it is from a positive environment that we are allowed to grow and become successful. This episode's guest knows this to be true. In today's show, Amy Vetter sits down with Cheryl Eidinger-Taylor, the President and COO of ERA Key Realty Services. Together, they discuss how the example of hard work in Cheryl's family led her to create success in the organization she has today. She also talks about the importance of getting present in order to create a better experience for those around her.Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

Season 4 Episode 9 | Recorded January 6, 2023 Sponsored by AppStream powered by The GrowthLab The new Expensify Fragrance: "Consequences" by Expensify Don't be tardy to the Coach Mackenzie party. That's right. You're listening to VarsityTips formerly known as NiksTips with Scott and Nikole, where they sit down and discuss a hot topic to get Nik's hot takes and tips. It's the same show you've grown to know and love. We're calling it something new to fit the curriculum at Accounting High. So lace up your sneaks and stretch out because VarsityTips is now in session. Talking to Expensify Expensify Tattoo Accountant Bracket Challenge “March Appness” Automation in Firms Writing of the AppS.T.R.E.A.M. Rap AppStream Staffing and Social Media Losing Money on Paper Getting Back in the Grind Hiring in the US and Philippines Cultural Differences and Business Meetings Big Swings ChatGPT and Accounting Forms of Communication Firm owners doing their own accounting Quickbooks and Xero Expensify Accounting High GuidePosts What to do about staffing? Staff Poaching Socials as a Way to attract employees Testing Employees? Contractor to Employee Trial Employee Socials and Showcasing Your Company We Figured out this podcast thing The Ambitious Bookkeeper Sound Editor Spotlight Bloopers AppS.T.R.E.A.M. Rap All the shoutouts: Expensify, Clayton Oats, Amy Vetter, Kenji, Nick Pasquarosa, Blake Oliver, David Leary, Byron Patrick, GoCardless, Randy Crabtree, Ryan Lazanis, Jason Staats, AppStream, GrowthLab, Christopher Leon, Matthew Meyer, Ashley Carroll, HubSpot, Ignition, Xero, Karbon, DialPad, ChatGPT, Paul Seaton, Zapier, Chad Davis, James Ashford, Bo Burnham, Serena Shoup --- Send in a voice message: https://anchor.fm/accountinghigh/message

You cannot achieve business success if you do everything on your own. If you truly want to grow a profitable and powerful venture, you need the right people at your side. In this episode, John Rizzo, Managing Partner of RDG+ Partners, tells his story of being an athlete and how his mother's influence helped him along his career path. He shares gold nuggets with Amy Vetter on how to make the most of your network, build a stronger team, and create the right culture. Tune in as he breaks down how all of these are essential to upscaling your business, requiring you to connect with the best individuals out there.Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

We can't know everything about ourselves. Sometimes, it takes others to point out the things we could improve. That is why when constructive feedback, done from the right place, is given, it molds us to become better versions of ourselves. Melissa Pritchard, Senior National Sales Manager for Avalara, has valued this in her life. Growing up as a gymnast, she learned how hard work and constructive feedback helped her as an Olympic hopeful and as a parent raising kids who played college sports and basketball professionally. She has also taken these lessons as a business leader, creating a culture of care for individual and team success. In this episode, Melissa sits down with Amy Vetter to share her journey and the lessons that shaped her as a leader. So follow along in their conversation to not miss out! Show Notes:We are honored that Avalara sponsored this episode. Learn more here: https://www.avalara.com/us/en/index.htmlLove the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

In this episode, we speak with Amy Vetter, CPA, CEO of the B3 Method Institute about the opportunity of advisory services. We discussed the benefits, the misconceptions and the future of advisory services for accounting firms. You can hear more from Amy on this topic in a six-week course starting October 28 and at a Client Advisory Services workshop on November 30. October 28 – December 14: The Client Advisory Services Practice Roadmap: The Cherished Advisor® Step-by-Step Program https://my.ohiocpa.com/topclass/topclass.do?expand-GotoOffering-aptifyid=56346 November 30: CAS Workshop: Building & Scaling a CAS Practice https://my.ohiocpa.com/topclass/topclass.do?expand-ConferenceEnrollment-mode=3-offering_id=14044211-viaTC=1  

Change is constant, and management plays a significant role in affecting or influencing shifts in an organization. In this episode, Liz Armbruester, the SVP for Global Compliance at Avalara, joins Amy Vetter to discuss what it takes to innovate from the little things to big initiatives. They also go over what the process of learning is, and how to get everyone involved and excited when dealing with change management in an organization. Did you know that 52% of accounting practitioners, large and small, still rely on spreadsheets and manual processes for sales tax compliance? Using Avalara's award-wining technology, you can move your accounting practice to the 21st century and start or grow a CAS or tax compliance service line. The Avalara for Accountants automation platform helps accounting service providers of all sizes grow their service offerings with sales tax prep and filing, transfer pricing, tax research, business license management and more. Scale your practice efficiently, with award-winning automation that brings efficiency and accuracy to sales tax compliance, while reducing risks for your practice and your clients. To learn more contact Avalara at Accountants@Avalara.com, or visit them at Avalara.com/Accountants.Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

Who you are in the beginning of your life is not who you'll be in the future. You will change as you grow. Your interests will be different. What you thought was boring as a kid might not be boring anymore. In fact, it might actually be your career. In this episode, Amy Vetter talks to Heather Satterley about her journey from beginning as an actress to becoming a successful CPA and entrepreneur. Heather is a CPA and the Founder of Satterley Training & Consulting, LLC. Discover more about her career path and what she learned from each career. Also learn some of the lessons her parents have taught her and how you can put those into practice today! Start finding what you love doing today!Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

You can thrive in your career without sacrificing big things in your life. You have to remember what's most important for you, work hard, and focus on your goals in different areas of your life. Join your host Amy Vetter as she sits down for an insightful conversation with the Global Head of Strategic Accounting Partnerships for Avalara, Sona Akmakijian, about working hard and achieving dreams. They discuss Sona's beginnings as an immigrant from Armenia, how the life lessons she learned from her parents have carried on to work she does today, and the importance she places on family. In this episode, Sona discusses how she set boundaries around her career and how she overcame the guilt of leaving her children so she could excel professionally.Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

Hey all! Today we are speaking about the Yin and Yang of business. You are going to get to meet Amy and hear her story. She is a fantastic person and has been a crushing life, leading her down this path that she will tell. I hope you enjoy it!LINKS & RESOURCESConnect w/ Amy: https://www.instagram.com/amyvettercpa/Amy on LinkedIn: https://www.linkedin.com/in/amyvettercpa/Amy's Website: Work Life Harmony Speaker: Amy VetterAmy's Book: https://www.amazon.com/Business-Balance-Bliss-Method-Transform/dp/0998014400/ref=sr_1_1?crid=1XKWQGNHLK36M&keywords=business+balance+bliss&qid=1654029075&sprefix=business+balance+bliss%2Caps%2C174&sr=8-1My Book "SOUL/Life Balance": https://cutt.ly/hAydeYsMagicMind | https://cutt.ly/VRADrOH   use code "SoulSam" for 20% off!Wizard Teams (Virtual Teams For YOU Managed by US) | https://cutt.ly/xmVsYTeCheck out my Review of Pixar's "SOUL" Movie | https://cutt.ly/OmVsUNeFREE Glossary of Spiritual Terms for the Newly Activated: https://soulseekrz.com/terms/Wizard Websites - Learn to Build a Website w/ Virtual Assistants | https://bit.ly/3lCw2kUSHROOM BEACH Clothing | Use Promo Code "SoulSam" for 15% off with this link: https://cutt.ly/oItje42Defiant Mushroom Coffee (Use "Sam15" for 15% OFF!) | https://defiantcoffee.co/Permission to Podcast (Simply Show Up & Record): https://bit.ly/2N2NUoILET'S BE SOCIALJoin the journey — come hangout on social mediaInstagram | https://www.instagram.com/samkabert/Join the Soul Seekr Facebook Group | https://buff.ly/2yi8ldATwitter | https://twitter.com/soul_seekr_LinkedIn | https://www.linkedin.com/in/kabert/YouTube | https://buff.ly/3e4kXUO  ASK me ANYTHING: Email is Sam@CloneYourselfU.com and you can book a FREE business strategy call with me by going to Calendly.com/CLONE.Thank You,SamSupport the show