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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.

What you’ll learn:

  • How to position your business to thrive in the future.

  • How to put systems in place that increase efficiency and productivity

  • How to create processes that are easily automated.

  • How to have a digital presence so customers can find you quickly.

  • How to give your clients an experience that will have them raving to their friends.

  • How to get you out of the overwhelm of details to focus on revenue growth.

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.

I will be hosting a session - “Onboarding With Confidence”. Yay! I love this topic!


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July 27

Dext & Financial Cents Present All the Apps You Need to Run a Successful Virtual Firm: Hacks and Tips

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August 1

Getting Real: Accounting Tech Decisions You Need to Make Today