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.
Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives!
---------------
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.
---------------
#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #FinancialAdvisor #AccountingFirmOwners #TaxPlanIQ #AmyVetter #TaxNews #BusinessBalance #Coaching #AccountingTech #Advisory #B3Method #WorkLifeBalance
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!