You’ve figured out that strictly conducting business in person isn’t cutting it, but going completely
virtual seems risky and potentially dangerous!
What you really want is to...
✅ Position your business to thrive in the future.
✅ Have systems in place that increase efficiency and productivity.
✅ Have processes in place that are easily automated.
✅ Have a digital presence so customers can find you quickly.
✅ Give your clients an experience that will have them raving to their friends.
✅ Get you out of the overwhelm of details to focus on revenue growth.
Sounds like a tall order, but here’s the best part: It can be delivered to you on a silver platter!
20+ experts over 2 days will teach you strategies you can use to take your firm virtual or improve the processes you already have in place!
If you’re new to the virtual space, or you may be virtual but looking to kick up the efficiency, the Taking Your Firm Virtual Summit has something for you!
❓ Completely new to the idea of a virtual firm.
❓ Frustrated with inefficiency in your processes.
❓ Working too hard to manage clients and details, rather than bringing them in on autopilot.
❓ Already virtual, but experiencing areas of bottleneck in your systems.
Whatever it is for you, it's time to fix it!
Unlike physical conferences where you can end up sitting through content you just don't need, Taking Your Firm Virtual is delivered entirely online. Dip in and watch the specific talks you need to transform your business, or catch them all. It’s up to you!View the schedule
Our experts will be sharing their years of knowledge, strategies and tactics. If you’re focused on launching or growing your business we've got you covered.Meet the speakers
Choose the topics you'd like to follow and we'll keep you up to date with its content, expert advice and exclusive offers.Check out the Categories
Nayo Carter-Gray is the founder of 1st Step Accounting whose mission is Making Accounting a Little Less Taxing ® for small business owners all across the US. She is an Enrolled Agent, a QuickBooks Online Advanced Certified Pro-Advisor, was named one of Hubdoc’s 2017 and 2018 Top 50 Cloud Accountants in North America, was handpicked to sit on the 2018-2019 Intuit Accountant Council, was recently named one of Forbes Top 100 Tax Twitter accounts to follow and one of the Top 50 Women in Accounting by Practice Ignition.
"I created this summit to help you confidently and securely take your firm to the cloud. The goal is for your practice to become more profitable, automated, and stress-free."
Presentations will be 30-45 minutes in length. Each presenter will provide you with a worksheet to follow along with so you can make your action plan while tuning in. The presentations will be available for 24-hours to encourage you to stop waiting for the right time and take action along with hundreds of other accountants and tax professionals.
The Must Have Technology Tools to Run a Cloud Based Firm
Protecting the Data in Your Firm: The 6 Security Protections Every Practice Should Have
Data Security for a Virtual Firm
Why are you not being found? A Beginners Guide to Search Engine Optimization
Using Live Video to Get New Clients
From Quote to Contract: How to land the perfect client at the right price
Creating Processes and Workflow to Onboard New Clients
Panel: Do you want Fries with that? Offering Add-On Services in your practice
You’ll also have access to a private Facebook group for the summit where we’ll be partying it up before the summit starts and working together to simplify once it kicks off.
Each day we'll have breakout sessions in the Facebook group. These sessions will be short and action packed lessons that are perfect if you're short on time.
At registration, you can also upgrade to gain access to the All-Access Pass. You’ll get lifetime access to presentations and worksheets, pre-written notes, bonus sessions and premium bonuses from our speakers!
There are a lot of summits, trainings, and workshops out there. What makes this one different?
First, this summit was designed specifically for those in the bookkeeping, accounting, and tax fields. This isn't general advice for any business out there. Every single presentation is specialized for our industry, making it an effective use of your time that will have a huge impact on your business!
We’re not here to complicate your business! Our goal isn’t to bombard you with this strategy or that strategy or throw a myriad of tasks at you, leaving you feeling like you’re drowning in an ocean of to-do’s with no life line. Instead, we’re here to help you take the systems you already have and provide options for automation to enhance your productivity and profitability, and help you lead a more stress-free life!
Now for the part you’ve been waiting for. Here are the amazing speakers you’ll hear from at the Taking your Firm Virtual Summit.
✅ Stop doing things just because you’ve ‘always done it that way’!
✅ Finally automate the parts of your business that take too much time and precious energy.
✅ Automate and simplify what you’re already doing to allow you to work more efficiently.
✅ Get your time back to operate like a CEO instead of doing the menial tasks that don’t improve your bottom line!