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A welcome to the Taking Your Firm Virtual Summit from our Host
Hear from accounting and tax professionals who have leaned into building a culture of community in order grow and build their businesses. Hear strategies to find a community of your own and how it benefits you as a professional.
Cybersecurity is important to any firm handling sensitive client data. In this session you will learn tools and technology to put into place to protect yourself and your clients.
With us using our smartphones more and more in business its important to understand how to protect our client data from the threats attacking our mobile devices daily.
Learn how simple language choices you make in your day to day communication can help your firm be more inclusive to the LGBTQ+ community.
Ever wondered what tools you should use to take your firm to the cloud? Learn from one accounting and tax professional the tools & tech used in his firm to keep it running like a well oiled machine.
Do you feel like you have so many items on your to-do list? Learn from one firm owner how to take that list from to-do to done!
Explore how using a Elegato Streamdeck in your firm can automate things with a push of a button.
Four accounting and tax professionals take us behind the scenes and show us how they are using different VOIP systems in their firms.
Having dreams of leaving your 9-5. Learn how one firm owner took the leap from full time employee to full time entrepreneur.
See how one firm owner is managing her small team and taking advantage of automation in her firm to make it run as efficiently and smoothly as possible.
Learn from one camera shy firm owner a few tips and tricks to stand out on video.
Its gratifying checking things off your to-do list but its more satisfying ensuring that you don't miss something on the list in the first place. Learn from one automation specialist the importance of checklists in your firm.
Communicating with clients is an on going adventure. Learn how 3 firms are using non-traditional communication methods to build a strong connection with their clients and foster community.
Going LIVE on social media can be scary. Learn from one firm owner how using LIVE has helped him connect with his client base and increase his bottom line.
Working with remote staff can be challenging and scary. Learn from one firm owner how to ensure you are benefiting from qualified overseas staff securely.
Join 9 accounting, finance and tax professionals in a discussion on why and how its important to set boundaries with clients in your firm.