Association Consultant & career coach for association professionals

Consulting for Organizations

Let Amy help you take your association or organization to the next level or get it going in the right direction. Her consulting services include:

  • Strategic Roadmap & Planning

  • Sales & Marketing Review, Planning & Training

  • Customer Journey & Segmentation

  • Technology Assessment & Transformation

  • Client Advisory Services Business Development & Training

  • Workplace Culture & Leadership Development

  • Digital Transformation & Mindset Development

Coaching for Association Professionals

With Amy as your guide, you will learn and create actionable steps to meet your business, career, and personal goals.

Amy’s monthly coaching package includes: 

Access to weekly work-life harmony, mindfulness and career growth video content via the The B³ Method Institute.

One to two 60-minute virtual coaching meetings facilitated by Amy.

  • During the initial meetings, you and Amy will agree upon goals and outcomes to create a structure of accountability for the monthly meetings and be accountable to achieve the results you desire. Monthly meetings will focus on various topics, including but not limited to: communication skills, personal branding, leadership, aligning your work to your purpose, and identifying opportunities for personal and professional growth so you can achieve work-life harmony.

  • The B³ Method Institute Online content will be assigned each month and we will discuss during the monthly meeting on how to implement it personally and into your company culture each month.

Participation in a private Facebook group for the B³ Community where you can continue to engage outside of the monthly sessions with Amy.

Amy’s book, Business, Balance & Bliss: How the B³ Method Can Transform Your Career and Life, will be provided to each client.

Award-Winning Thought-Leader

Learn from a top innovator and thought-leader. Amy has been named repeatedly one of the Most Powerful Women in Accounting by the AICPA and CPA Practice Advisor and a Top 100 Most Influential People by Accounting Today. 

Contributor to Top Media Outlets

Get Amy’s Insights on Business, Work-life Balance and Technology

 

Consulting Testimonials

“We have been very fortunate to have engaged Amy to help lead us through a strategic roadmap for transforming one of our key service areas. I couldn’t imagine that we’d be anywhere near the level of progress that we have made on creating a new future if we had embarked on creating this vision and roadmap without Amy leading the way! Not only does Amy have an engaging personality and brings a friendly dynamic to make the process enjoyable, but her background is a tremendous asset for helping your organization look to the future.”

Paul Peterson Managing Partner at Wiss & Company LLP

Amy has walked in your audience’s shoes. She knows all too well the pressure and level of excellence required when working for a high-performing accounting and consulting firm. Based on her own work-life journey starting out at KPMG, becoming a partner at a regional CPA firm, and transitioning to a senior accounting technology leadership role -- all while founding her own yoga studio -- Amy has learned a thing or two about what it takes to advance your career in industry while making work-life balance a key priority. Learn More