INTEGRATIVE ADVISORY SERVICES: Expanding Your Accounting Services Beyond the Cloud

I am excited to announce that TODAY is the launch of my new book, Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, published by John Wiley & Sons. This book was designed for professionals ready to implement advisory services in their accounting, finance and consulting practices. It is a culmination of the work I have done over the last 20+ years to provide education on the “how to” in designing a client advisory services practice to create long-lasting relationships with clients.

This book is a guide on the steps to become, what I coin, the "Cherished Advisor," to your clients. Being cherished means that you are an integral part of your client’s business and provide the value they long for from a professional to help their business thrive. If you have been slowed down in transforming your practice, this book will provide the steps on how to connect together the technology and the behind-the-scenes processes to deliver these services to your clients. Even more importantly, the real perspective of the soft skills needed to be an advisor and how you can develop that expertise is described, along with the technology knowledge required.

I believe that this book can help many firms and practitioners stuck wanting to know the steps to achieve the transformation they envision. Integrative Advisory Services provides the components to put in place in your practice, starter checklists you can modify for each process put into place, and case studies from myself and other practitioners from around the world that have been in your shoes and have transformed their practice. You will learn how to move beyond the numbers so you can improve your client’s understanding of their financial information as they adopt technology-driven financial services. Not only are the technology tips provided, but the framework is taught on how to design your practice in order for it to survive and thrive going forward in this rapidly changing environment we are in.

I hope that you will find success in using these guidelines to grow your practice as we move into the future of the profession together!

#cherishedadvisor #businessbalancebliss
-Amy

STOP CRUNCHING NUMBERS AND START TRULY SERVING YOUR CLIENTS

Integrative Advisory Services is the CPA, accounting professional and bookkeeper’s guide to the future.

Accounting professionals will learn how to:

• Spend less time crunching numbers and more time advising clients

• Become an integral part of your clients’ decision-making process

• Provide real value by communicating financial data analysis

• Become the Cherished Advisor your client can’t live without

TESTIMONIALS

"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.”
- Mark J. Koziel, CPA, CGMA; Executive Vice President - Public Accounting, Association of International Certified Professional Accountants

"One thing is certain, the future is about relationships and the human side of accounting. Amy will make you want to get out from behind your desk and out with clients or out in the business operations. This is a must-read for every accountant and CPA."
- Tom Hood, CPA, CITP, CGMA; CEO, Maryland Association of CPAs Business Learning Institute

"No matter what technologies future accounting and financial professionals will have at their disposal, it is the human connection that counts, as Amy Vetter so aptly points out in her new book."
- Loretta Doon; CEO, CalCPA/CalCPA Education Foundation

INTEGRATIVE ADVISORY SERVICES WILL BE OFFERED IN THE UNITED STATES AND INTERNATIONALLY FOR PURCHASE

Amazon & Kindle
Regional and College Bookstores
Available for University Intermediate Accounting Courses
Barnes & Noble
Wiley.com
Wiley Online Library
AICPA Store

LEARN MORE ABOUT THE BOOK