• hello@takingyourfirmvirtual.com

Affiliate Information + Resources

Hey hey! I’m so excited to team up with you to pull off something that’s going to be absolutely incredible.

 The Taking Your Firm Virtual is a 3-day event that will help accounting and tax professionals confidently and securely take their firm to the cloud.

 On this page, you’ll find all kinds of resources meant to make your life as a speaker as easy as possible and answer any questions you might have. If you run into a question I didn’t answer, email me at hello@takingyourfirmvirtual.com or ask over in our community.

 As a affiliate, you’ll also get free access to the All-Access Pass!


Quick Access Links 


How It’ll All Work

Let’s do a quick rundown of how the whole thing will work.

The event will run from August 1-3 with 5 pre-recorded presentations running each day. These presentations will include 30-45 minutes of content (with up to a 5-minute pitch), a worksheet that follows along with or complements the presentation, and a live chat.

Along with the live presentations, there will be a online community for attendees to hang out in, hold each other accountable, and ask additional questions. 

Leading up to the summit, we’ll have two weeks of promotion. You’ll be provided with email swipe copy, social media swipe copy, and social media graphics to make it all easy!

During the promotion phase, as the summit is running, and for a week after the summit is complete, we’ll also be promoting the All-Access Pass. This includes a  pass for the replays, pre-written notes, bonus sessions, and 10+ in CPE credit. This will provide immense value to our attendees, while making the work of promoting and creating a presentation worthwhile by allowing you to bring in affiliate commissions. Yay! (p.s. if you have your own mini-course, workbook, ebook,, etc. that you’d like to throw in, let me know. Contributing will give you free access to the All-Access Pass and make it even easier to promote!)

 Affiliate Details

While summits are great for overall visibility and making new connections, a little extra income never hurts either, right?

That’s exactly why I’ve set up an affiliate program for the All-Access Pass where you’ll receive a commission from all sales from traffic you refer to the event. Payouts will be made by August 15th.

The commission structure is as follows:

  • 50% for all affiliates

The pricing structure will be:

  • $129.00 from June 25 – July 16
  • $229.00 from July 17 – July 31
  • $399.00 from August 1 -August 7

To make it as easy as possible for you to generate extra income, the Resource Vault includes things like email swipe copy, social media copy, and social share graphics. However, you’re more than welcome to write your own copy and even run your own Facebook ads.

Just remember to use your affiliate link, which you can create here.

As with all affiliate promotions, be sure to disclose that you’re an affiliate when sharing with your audience.

 Resource Vault

 Now for those resources I promised to make your life as easy as possible.

 In this folder you’ll find the following resources:

  • Summit branding information
  • Email swipe copy and suggested send dates
  • Social media swipe copy and suggestion posting dates
  • Social media graphics

 View the resources here.

 And in case you don’t want to dig through a folder, here are direct links:


 Action Steps

Phew, that was a lot to cover! You’re awesome for making it this far 🙂

For the sake of clarity, here are your current action steps:

  • Let me know you are in or
  • Sign up for your affiliate account
  • Add the promo dates to your calendar and start getting your social media posts and emails ready to go
  • Let me know if you have any questions up to this point!

 Important Dates

Here’s a roundup of our key dates:

  • Promotion period: July 17 – July 31
  • Summit dates: August 1 – August 3
  • All-Access Pass cart closes: August 7
  • Affiliate payouts: by August 15

Something I missed? Email me at hello@takingyourfirmvirtual.com or pop into the community!