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Taking Your Firm Virtual Summit


Have you always wanted to run an automated cloud-based firm but never knew where to start?

And every accounting or tax conference you attended told you that you “should” be in the cloud but never “how” to move there?

After attending several of these events and talking to several traditional accountants and tax preparers, you still feel lost in the sea of software and apps.

Well, the Taking Your Firm Virtual Summit will show you how to take your firm confidently and securely to the cloud.

We know that you tend to struggle with the same things as many of us.

  • What technology to use in a cloud-based firm

  • How to secure your data from cyber criminals

  • Finding new clients and working with them remotely

  • How to automate (and enhance) the client experience

  • Finding, hiring, and cultivating the best remote staff

The standard accounting and tax conferences aren’t thinking about these things. And that's why this free event is just for YOU!

Over 3 days you'll hear from 30+ speakers about everything from the must-have technology tools to run a cloud-based firm to finding and hiring the best remote talent.

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July 28

Financial Cents Monthly Meetup

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August 12

Future Firm Summer Giveaway