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AUGUST 1 - 3, 2023
JOIN THE EVENT
Going virtual isn’t just setting up a portal and poof you’re done!
Completely new to the idea of a virtual firm.
Working too hard to manage clients and details, rather than bringing them in on autopilot.
Frustrated with inefficiency in your processes.
Already virtual, but experiencing areas of bottleneck in your systems.
Whatever it is for you, it's time to fix it!
Nayo Carter-Gray, EA
Meet your host
Nayo Carter-Gray, EA 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 named one of Forbes Top 100 Tax Twitter accounts to follow and one of the Top 50 Women in Accounting by Practice Ignition two years in a row.
"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."
Conducting business in person isn’t cutting it, but going completely virtual seems risky and potentially dangerous!
What you really want is to...
Thrive
Position your business to thrive in the future.
Efficiency
Have systems in place that increase efficiency and productivity.
Automation
Have processes in place that are easily automated.
Digital
Have a digital presence so customers can find you quickly.
Experience
Give your clients an experience that will have them raving to their friends.
Revenue
Get you out of the overwhelm of details to focus on revenue growth.
The Taking Your Firm Virtual Summit is about to do just that: DELIVER!
20+ experts over 3 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!
READY TO LEARN FROM THE BEST?
Event Speakers
Amber Smoot
Managing Partner
- OWL Talent Solutions LLC
SCHEDULE DETAILS
Event Schedule
(EST)
- 10:30 am
- Nayo Carter-Gray
Opening Ceremonies
A welcome to the Taking Your Firm Virtual Summit from our Host
- 11:00am
- Megan Tarnow
Base Tech: Technology Tools Needed to Run A Virtual Firm
Explore essential technology tools, learn best practices for implementing cloud-based solutions, and gain invaluable insights to optimize your virtual practice, enhance efficiency, collaboration, and client engagement.
- 12:00 pm
- Nayo Carter-Gray
Protect Your PC - Avoiding the Hackers
It's important to secure your PC. Learn about common hacking techniques, and discover effective measures to prevent and respond to cyberattacks, ensuring the integrity and confidentiality of your firm's data.
- 1:00 pm
- Kelly Gonsalves
App Stacking: How to Choose the Right App
Gain valuable insights and practical knowledge on selecting the ideal applications to enhance your accounting and tax practice. Explore various app stacking strategies, learn how to evaluate app compatibility and integration, and discover the best practices for streamlining your workflows and maximizing efficiency in your firm.
- 3:00 pm
- Alex Miles
Being Social on Social Media
Discover how to leverage social media to build your professional brand, cultivate relationships, and drive business growth. Gain practical insights on content creation, community management, and best practices for maximizing your impact on social media.
- 4:00 pm
- Shanita Jones
Crafting a Marketing Plan
Gain the knowledge and skills to develop a comprehensive and effective marketing strategy tailored to your business goals. Learn how to identify your target audience, conduct market research, and create a compelling value proposition.
- 5:00 pm
- Jason Staats
Finding Your Dream Client Using AI
Explore the power of AI technology and how it can be leveraged to identify and attract your ideal clients. Discover advanced techniques and strategies for utilizing AI tools to streamline your client acquisition process, increase your conversion rates, and build a clientele that aligns with your business goals. Unlock the potential of AI to find and connect with your dream clients in a more efficient and targeted manner.
- 11:00 am
- Shonette Sullivan
Pricing the Proposal
Learn the art and science of effectively pricing your proposals to maximize profitability and win more clients. Gain practical knowledge on pricing strategies, value-based pricing techniques, and negotiation tactics to ensure your proposals align with your business goals.
- 12:00 pm
- Kellie Parks, CPB
Onboarding with Confidence
Create a seamless and impactful onboarding process that sets the stage for long-term client relationships. Learn how to effectively communicate with clients, gather requirements, and establish clear expectations from the start.
- 1:00 pm
- Zunie Nguyen, Kevin Smoot, Megan Justice, Dan Luthi
Progressing Thru the Project (a look at project management systems)
Effectively learn how to manage projects from initiation to completion. Gain insights into various project management systems, learn how to select the right system for your needs, and discover best practices for maximizing productivity, collaboration, and project success.
- 3:00 pm
- Terrell Turner
Managing Client Expectations thru Automation
Discover how to leverage automation tools and techniques to effectively set and manage client expectations throughout your business engagements. Explore strategies to automate client communication, deliverables, and project updates, ensuring transparency, efficiency, and client satisfaction.
- 4:00 pm
- Miguel Centeno
Maintaining Client Connection With AI
Artificial intelligence (AI) can be utilized to strengthen and maintain meaningful connections with your clients. Explore AI-powered communication tools, chatbots, and personalized marketing automation to enhance client engagement, satisfaction, and loyalty.
- 5:00pm
- Ashley Francis
Prompting - How to Get the Best Output From AI
Do you know how to effectively prompt and interact with artificial intelligence (AI) systems to achieve optimal results? Learn how to craft precise and contextually relevant prompts that yield accurate and valuable AI-generated outputs.
- 11:00 am
- Hennither Gant
Creating an Attractive Virtual Job Offer
Learn how to craft compelling and appealing virtual job offers that attract top talent in today's digital world. Explore strategies to effectively communicate job opportunities, showcase your company culture, and highlight the benefits of virtual work arrangements.
- 12:00 pm
- Amber Smoot
The Formal Interview - How to Manage and Run the Virtual Interview Process
Effectively conduct virtual interviews and successfully navigate the remote hiring process. Learn how to manage logistics, create a structured interview framework, and leverage technology to assess candidates' qualifications, skills, and fit for your organization.
- 1:00 pm
- Jose Zavala
Letting go - How to Delegate Effectively
Learn the essential skills and strategies to delegate tasks and responsibilities with confidence and efficiency. Discover the benefits of delegation, understand how to assess tasks for delegation, and learn how to select and empower the right individuals for each task.
- 3:00 pm
- Sherrell T. Martin
Disengaging with Grace
Learn valuable strategies and techniques to gracefully disengage from professional relationships and projects. Explore effective communication methods, conflict resolution techniques, and strategies for managing transitions to ensure a respectful and smooth disengagement process.
- 4:00 pm
- Chad Davis
Build-A-Bot
Design, develop, and deploy your own customized chatbot to automate conversations and enhance customer interactions. Explore the fundamentals of chatbot development, including natural language processing, conversation flow design, and integration with messaging platforms.
Presentations
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 live to encourage you to stop waiting for the right time and take action along with hundreds of other accountants and tax professionals.
Want lifetime access?
Get the Golden Ticket
At registration, you can also upgrade to gain access to the All-Access Pass. You’ll get lifetime access to all of the presentations and worksheets, pre-written notes, and additional premium bonuses from our speakers and sponsors!
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