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.
🔗 Connect with Amy Vetter, MBA, CPA, CITP, CGMA, CSP, RYT
https://www.linkedin.com/in/amyvettercpa
https://www.amyvetter.com/
🔗 Connect with Dr. Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie's work at https://www.jackiemeyercpa.com
This episode is brought to you by TaxPlanIQ:
https://www.taxplaniq.com
Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners.
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Takeaways:
- Amy Vetter emphasizes the importance of self-reflection in the accounting profession.
- The B3 method focuses on integrating business, balance, and bliss into daily life.
- Setting boundaries and protecting your time is crucial for work-life balance.
- Practical steps like taking breaks between meetings can enhance productivity.
- Coaching programs can help individuals break patterns and create new habits.
- Technology should be utilized to its full potential in accounting practices.
- Effective communication is key to maintaining boundaries in meetings.
- Finding joy in small activities is essential during busy seasons.
- Understanding the purpose of technology can improve client experiences.
- Advisory services can create meaningful impacts on clients' businesses.
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#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #FinancialAdvisor #AccountingFirmOwners #TaxPlanIQ #AmyVetter #TaxNews #BusinessBalance #Coaching #AccountingTech #Advisory #B3Method #WorkLifeBalance
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