Building The Premier Accounting Firm

How to Revolutionize Wellness in Accounting w/ Amy Vetter

Picture of Roger Knecht

Roger Knecht

President of Universal Accounting Center

Episode Details

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.



Universal Accounting Center

  • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.



Take advantage of this opportunity to receive Amy’s Newsletter:


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:

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.

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.comor call us at 8012653777

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