Integrated Advisory Services is a timely tool for anyone looking to get into the client accounting space with true meaning and depth to their practice.”
November 20, 2017
As technology replaces the traditional data entry tasks done by accounting professionals, there is one thing it cannot replace: human connection.
To help accounting professionals thrive in this changing marketplace increasingly dominated by do-it-yourself financial services, Amy Vetter launched the new book, Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, published by John Wiley & Sons. This book is the CPA, accounting professional and bookkeeper’s guide to the future of becoming strategic advisors who are a critical component to their business clients’ success.
In addition to the launch of her book, Vetter was recently named one of the Most Powerful Women in Accounting in 2017 by CPA Practice Advisor for a second year in a row. This prestigious award recognizes the top 25 female CPAs, consultants and accounting/tax technology developers in the U.S. for their significant contributions to the accounting profession.
About the Book
Your business owner and CEO clients can get the numbers from the computer too—but, they come to you for personalized advice, explanations, and guidance based on their unique situation and financial needs. Integrative Advisory Services is a how-to guide that teaches accounting professionals how to become “Cherished Advisors” by taking an active role in their business and CEO clients’ success by providing analysis of what the numbers mean, understanding both operations and finance, and guiding clients to make smart business decisions.
“Integrative Advisory Services is a culmination of the work I have done over the last 20-plus years to educate accounting professionals on the “how to” of designing a client advisory services practice to create long-lasting client relationships,” explained Vetter. “It provides the steps to become what I call a “Cherished Advisor.” Being cherished means that you are an…