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Everything CPA and Private Equity with Phil Whitman and David Wolfskehl

Everything CPA and Private Equity with Phil Whitman and David Wolfskehl

Ep 48: The Hidden ROI of Happier Employees with Amy Vetter

Jun 18, 2026 · 25 min · 10 segments

Are your people thriving, or are they quietly burning out? In this episode of *Everything CPA and Private Equity*, Phil Whitman and David Wolfskehl sit down with Amy Vetter, CPA, CEO of The B3 Method…

Are your people thriving, or are they quietly burning out? In this episode of *Everything CPA and Private Equity*, Phil Whitman and David Wolfskehl sit down with Amy Vetter, CPA, CEO of The B3 Method Institute, to discuss one of the most important—and often overlooked—drivers of firm success: people. In this episode, you will be able to: • Understand how fulfillment and employee engagement impact firm profitability • Learn how to measure the ROI of culture, leadership, and wellness initiatives • Discover why top performers are often the most at risk for burnout • Explore strategies for improving retention, innovation, and team alignment • See how firms can create sustainable growth while reducing workload and turnover The firms that win in the future won’t just invest in technology. They’ll invest in their people. Listen now to the full episode! #EverythingCPAandPE #AmyVetter #CPAFirmGrowth #AccountingLeadership #FirmCulture

Are your people thriving, or are they quietly burning out? In this episode of *Everything CPA and Private Equity*, Phil Whitman and David Wolfskehl sit down with Amy Vetter, CPA, CEO of The B3 Method…

Speakers: Amy VetterGuestPhil WhitmanHostDavid WolfskehlHost

Spotify Apple Podcasts YouTube Amazon Music Website

Top entities: Intuit×4 Certified Public Accountant×6 Private equity×7 Baker Tilly Virchow Krause, LLP×4 QuickBooks×3

Show signals: SuitabilitySafeAudience≈649 followers

Poolside Banter & Guest Teaser0:42 – 1:36

Phil WhitmanHost

0:42

Welcome to another episode of Everything CPA and Private Equity.

Phil WhitmanHost

0:47

And I am so happy.

Phil WhitmanHost

0:48

I'm sitting out poolside in a cabana at the Aria in warm, very warm and dry Las Vegas.

Phil WhitmanHost

0:57

And I'm so pleased today to be here with Amy Vetter.

Phil WhitmanHost

1:02

Amy is a rock star in our industry.

Phil WhitmanHost

1:05

And I said that intentionally.

Phil WhitmanHost

1:06

There's a lot of music going on in the background.

Phil WhitmanHost

1:08

So Amy is the CEO.

Phil WhitmanHost

1:12

of the B3 Method Institute.

Phil WhitmanHost

1:15

And we're going to talk a little bit about the B3 Method Institute and what Amy does and how she works with CPA firms.

Phil WhitmanHost

1:22

We're going to talk about a topic that's very near and dear to me.

Phil WhitmanHost

1:25

I'm going to talk about people, people in this era where everyone's talking not about people, they're talking about artificial intelligence.

Phil WhitmanHost

1:35

And so, Amy, welcome.

IntuitCompanySoftware company
95%4 mentions
Certified Public AccountantEntityJob title
86%6 mentions
Private equityEntity
77%7 mentions
Baker Tilly Virchow Krause, LLPCompanyCompany
68%4 mentions
QuickBooksSoftware ApplicationSoftware
59%3 mentions
Las VegasCityCity in Nevada
50%3 mentions
DataEntity
41%1 mention
chief executive officerEntityProject role
32%1 mention
American Institute of Certified Public AccountantsCompanyProfessional association
23%1 mention
Generation XEvent
14%2 mentions
New YorkCityCity in New York State
5%1 mention

Small BusinessBusiness > Entrepreneurship
Revenue GrowthBusiness > Finance
FinanceBusiness
Personal DevelopmentPsychology
ManagementBusiness
Consulting ServicesBusiness > Entrepreneurship > Small Business
Workplace Well-beingPsychology > Personal Development
Change ManagementBusiness > Management > Organizational Culture
ConsultingBusiness > Accounting
Organizational CultureBusiness > Management
AccountingBusiness
Psychology
Business
EntrepreneurshipBusiness
Leadership StrategiesBusiness > Management > Organizational Culture > Change Management
LeadershipBusiness > Accounting > Consulting
Workplace CultureBusiness > Accounting > Consulting > Leadership
Leadership DevelopmentPsychology > Personal Development > Workplace Well-being
Fulfillment ROIPsychology > Personal Development > Workplace Well-being > Leadership Development
Client EngagementBusiness > Entrepreneurship > Small Business > Consulting Services
Employee SatisfactionBusiness > Finance > Revenue Growth
Workplace TransformationBusiness > Finance > Revenue Growth > Employee Satisfaction

Poolside Banter & Guest Teaser0:42 – 1:36

Phil WhitmanHost

0:42

Welcome to another episode of Everything CPA and Private Equity.

Phil WhitmanHost

0:47

And I am so happy.

Phil WhitmanHost

0:48

I'm sitting out poolside in a cabana at the Aria in warm, very warm and dry Las Vegas.

Phil WhitmanHost

0:57

And I'm so pleased today to be here with Amy Vetter.

Phil WhitmanHost

1:02

Amy is a rock star in our industry.

Phil WhitmanHost

1:05

And I said that intentionally.

Phil WhitmanHost

1:06

There's a lot of music going on in the background.

Phil WhitmanHost

1:08

So Amy is the CEO.

Phil WhitmanHost

1:12

of the B3 Method Institute.

Phil WhitmanHost

1:15

And we're going to talk a little bit about the B3 Method Institute and what Amy does and how she works with CPA firms.

Phil WhitmanHost

1:22

We're going to talk about a topic that's very near and dear to me.

Phil WhitmanHost

1:25

I'm going to talk about people, people in this era where everyone's talking not about people, they're talking about artificial intelligence.

Phil WhitmanHost

1:35

And so, Amy, welcome.

What Radar found in this episode

Every episode on Radar is fully transcribed, speaker-labeled, and rich with metadata. Here is a taste of this one. Try Radar for free to see the rest.

Clips

3 of 5

INFORMATIVE0:40
Happiness Doubles Firm Revenue
Why happiness boosts your firm's bottom line
NOTABLE LINE0:15
We Slowly Crush It
Hear Amy's blunt truth about workplace burnout
INSIGHTFUL0:27
Ego After Acquisition
Amy exposes ego struggles in post-merger life

+2 more clips · 2 min 11 sec of audio in all

Topics

7 of 22

Small Business
Revenue Growth
Finance
Personal Development
Management
Consulting Services
Workplace Well-being
+15 more

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