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Taking Your Firm Virtual 2021

August 3 - 5, 2021

Strategies to confidently and securely take your firm to the cloud!

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Taking your firm virtual isn’t just setting up a portal and poof you’re done!

You’ve figured out that strictly conducting business in person isn’t cutting it, but going completely 

virtual seems risky and potentially dangerous! 

What you really want is to...

✅ Position your business to thrive in the future.

✅ Have systems in place that increase efficiency and productivity.

✅ Have processes in place that are easily automated.

✅ Have a digital presence so customers can find you quickly.

✅ Give your clients an experience that will have them raving to their friends.

✅ Get you out of the overwhelm of details to focus on revenue growth.

Sounds like a tall order, but here’s the best part: It can be delivered to you on a silver platter!

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!

Maybe you’re...

❓ Completely new to the idea of a virtual firm.

❓ Frustrated with inefficiency in your processes.

❓ Working too hard to manage clients and details, rather than bringing them in on autopilot.

❓ Already virtual, but experiencing areas of bottleneck in your systems.

Whatever it is for you, it's time to fix it!

Enjoy this amazing conference from the comfort of your own home

Unlike physical conferences where you can end up sitting through content you just don't need, Taking Your Firm Virtual is delivered entirely online. Dip in and watch the specific talks you need to transform your business, or catch them all. It’s up to you!

View the schedule
4 days
35 speakers
12 categories
Pricing Your Primary Service August 04, 2021, 07:00 PM
Madeline Pratt Founder + CEO, Fearless Foundry
The Shift to Virtual: IRS Audits post Covid-19 August 06, 2021, 03:00 PM
Ericka S Williams, EA Founder + CEO, Trinity Global Financial Group PLLC
Lunch and Learn: Discover FreshBooks August 04, 2021, 06:00 PM
Nayo Carter-Gray, Laura Crean, ACA, Shannon Gurevitch & Twyla Verhelst, CPA
Reclaiming My Time August 04, 2021, 10:00 PM
Dave Cooper Owner, Dave Cooper CPA LLC

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!

Our experts will be sharing their years of knowledge, strategies and tactics. If you’re focused on launching or growing your business we've got you covered.

Meet the speakers

Follow the topics that matter most to you and enjoy exclusive content and offers you won't find anywhere else

Choose the topics you'd like to follow and we'll keep you up to date with its content, expert advice and exclusive offers.

Check out the Categories
Industry Knowledge
Technology, Tools & Apps
Tax Preparation
All-Access Pass Bonus
Talent & Culture
Marketing & Sales


Nayo Carter-Gray 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."


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 available for 24-hours to encourage you to stop waiting for the right time and take action along with hundreds of other accountants and tax professionals.

Party It Up 🎉

You’ll also have access to a private Facebook group for the summit where we’ll be partying it up before the summit starts and working together to simplify once it kicks off.

Breakout Sessions 💻

Each day we'll have breakout sessions in the Facebook group. These sessions will be short and action packed lessons that are perfect if you're short on time.

Get the golden ticket!

At registration, you can also upgrade to gain access to the All-Access Pass. You’ll get lifetime access to presentations and worksheets, pre-written notes, bonus sessions and premium bonuses from our speakers!

Not Your Average Online Summit

There are a lot of summits, trainings, and workshops out there. What makes this one different?

First, this summit was designed specifically for those in the bookkeeping, accounting, and tax fields. This isn't general advice for any business out there. Every single presentation is specialized for our industry, making it an effective use of your time that will have a huge impact on your business!

We’re not here to complicate your business! Our goal isn’t to bombard you with this strategy or that strategy or throw a myriad of tasks at you, leaving you feeling like you’re drowning in an ocean of to-do’s with no life line. Instead, we’re here to help you take the systems you already have and provide options for automation to enhance your productivity and profitability, and help you lead a more stress-free life! 


Now for the part you’ve been waiting for. Here are the amazing speakers you’ll hear from at the Taking your Firm Virtual Summit.

It’s Time To…

✅ Stop doing things just because you’ve ‘always done it that way’!

✅ Finally automate the parts of your business that take too much time and precious energy.

✅ Automate and simplify what you’re already doing to allow you to work more efficiently.

✅ Get your time back to operate like a CEO instead of doing the menial tasks that don’t improve your bottom line!

Here's what others are saying

Join us for the Taking Your Firm Virtual Summit today!