Blissful Balance with Amy Vetter

On Episode 143 of The Unique CPA, Randy Crabtree chats with Amy Vetter about her diverse roles both inside and outside her career life, and the value of authenticity. A CPA, a yoga instructor, a technology business executive, an author, and more, Amy discusses her experiences with identity and career transitions, and the Business Balance Bliss concept she constructed as a result. Amy goes into her work at the B³ Method Institute, her achievements as a Certified Speaking Professional, and the programs she’s developed to make work-life “harmony,” rather than just balance, an achievable goal for CPA firms.

Important Links

Disconnect to Connect

Business, Balance & Bliss

Amy Vetter on LinkedIn

About the Guest

As a keynote speaker and published author, Amy Vetter seeks to inspire a culture of mindfulness when utilizing technology and an environment of innovation and collaboration. Her deep cloud technology and transformation experience helps when educating and consulting with accounting and finance practices on how to develop and grow their Client Advisory Services practices, making them capable of scaling and providing them the structure to create better work-life balance.

As a mindful leadership keynote speaker, Amy is a unique mix of yin and yang and all of the following: A CPA, a Yoga instructor/Studio owner, a technology business executive, an Audience Choice Award Winner for her TEDx Talk, “Disconnect to Connect,” one of the Most Powerful Women in the Accounting Profession (2018, 2017, 2016), a Top 100 Most Influential People in the Accounting Profession (2017, 2016, 2015), the author of Two Books: Business Balance & Bliss and Disconnect to Connect.

Meet the Host

Randy Crabtree, CPA

Randy Crabtree

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the “The Unique CPA,” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.