A virtual summit teaching accountants and tax professionals to confidently and securely take their firm to the cloud!
Joined June 2020
- Tweets831
- Following244
- Followers522
- Likes900
Taking Your Firm Virtual retweeted
Wrapping up the @TYFVirtual. Such quality content from so many good speakers! I’m super excited to incorporate new processes into my practice!!!
Getting back to actual client work is gonna be a drag after this!
#TaxTwitter
Taking Your Firm Virtual retweeted
Are you attending Taking Your Firm Virtual Online Conference (August 1-3)? If so, be sure to stop by the Synder booth where our team will be happy to help answer any questions you may have about Synder.
Join here 🔗 airmeet.com/event/6443b2f0-1…
Taking Your Firm Virtual retweeted
Have you registered for Taking Your Firm Virtual yet? If not what are you waiting for!!! It's FREE! 🤑
Can't attend live or have meetings?
Grab the all-access pass and get the recordings along with some other fun goodies offered by the speakers. ☺️
bit.ly/43s5Tdd
Taking Your Firm Virtual retweeted
Woo hoo! Today's the first day of Taking Your Firm Virtual 2023! Starting now! bit.ly/43L5keF
I will be teaching a session called App Stacking: How to Choose the Right App at 1 pm EST but you'll also hear from some amazing people today, like:
Megan Genest Tarnow will talk about Base Tech: Technology Tools Needed to Run a Virtual Firm
Nayo Carter-Gray EA - creator of this awesome event will teach us how to Protect our PC: AVOID THE HACKERS!
Alex Miles will be discussing How to Be Social on Social Media
Shanita Jones is going to show us How to Craft a Marketing Plan
And Jason Staats will be speaking about How to Find Your Dream Client Using AI
AND this is only day one!
You can register here:
bit.ly/43L5keF – at Queens, NY
Taking Your Firm Virtual retweeted
The brain behind the #TakingYourFirmVirtualSummit - @NayoCarterGray - is up now talking about cybersecurity in your firm. Terrifying but important stuff. #TYFV23
Taking Your Firm Virtual retweeted
Visit us next week at #TakingYourFirmVirtual and chat with @luke_templin
The Taking Your Firm Virtual Summit is proudly sponsored by @FinDaily_io
FinDaily is your daily financial digest on autopilot. Register today so you can check them out at their virtual booth!
#TakingYourFirmVirtual
#TYFV2023
#Sponsored
Taking Your Firm Virtual retweeted
Join us at the highly anticipated ‘Taking Your Firm Virtual’ @TYFVirtual summit and discover practical strategies for managing your virtual firm - from marketing, to pricing, cybersecurity, and operations✅
Sign up here!👇
hubs.li/Q01Z6jbx0
Taking Your Firm Virtual retweeted
I'm super hyped to be a part of #TYFV2023 alongside some really great speakers!
You can register here:
tbnyc--1ststepaccounting.thr… – at San Diego, CA
#MeetTheSpeakers
Meet @TotallyKellyG - a unique blend of creativity, numbers, and unstoppable drive. Don't miss her course "App Stacking: How to Choose the Right App," a must for those seeking to optimize their accounting practices.
#TakingYourFirmVirtual
#TYFV2023
Taking Your Firm Virtual retweeted
Did I mention that I am speaking @TYFVirtual?
I am going to be sharing how to Disengage Clients with Grace.
Yes you can disengage a client and they still will refer you (not their new person) 😉
bit.ly/43s5Tdd
Taking Your Firm Virtual retweeted
This session will cover:
- the fundamentals behind most chatbots and how that affects accounting firms
- a deeper dive into a few different chatbot apps
- some tips to weather through how fast things are changing
#MeetTheSpeakers
Meet @chaddavis, of LiveCA. He's ready to guide you on how to "Build-A-Bot" at this year's summit. Learn how to streamline your processes with AI and enhance your customer interactions! Don't wait - Register now!
#TakingYourFirmVirtual
#TYFV2023
Taking Your Firm Virtual retweeted
I know you've seen me mention I use ClickUp in my practice.
Do you want a glimpse into how I do this? Come to @TYFVirtual this year. At just a little over two weeks away, now's the time to make sure it's on your calendar and get your ticket.
Taking Your Firm Virtual retweeted
Registration is open for the @TYFVirtual! It was created to help you confidently and securely take your firm to the cloud.
It kicks off on August 1st with 3 days of action-packed presentations.
Click here to learn more! bit.ly/43s5Tdd
(and grab your free ticket)
Taking Your Firm Virtual retweeted
If you haven't already voted and you enjoy @TYFVirtual...
Help me compete against @LoganGrafTax.
And if you vote for Logan instead, that's ok because when he wins, I win 😉.
Sign up here: bracket.accountinghigh.com
Taking Your Firm Virtual retweeted
#TYFV2022
#TaxTwitter peeps crushed setting boundaries with clients at #TakingYourFirmVirtualSummit.
@mavidormike @IraGilligan Denise Yelvington @AtlantaTax
@adammarkowitzEA @littlefishacctg @taxtherapist505 @vimalcpa
@JessicaGoedtel @MikeSyl36625988
@NayoCarterGray
@TYFVirtual
Taking Your Firm Virtual retweeted
One of my biggest takeaways from the #TakingYourFirmVirtual Summit and the always inspiring @NayoCarterGray is this – you don’t have to ask permission or wait for an invite. You can gather your community and make your own damn room.
Taking Your Firm Virtual retweeted
Next up: Working with Remote Teams with @kristenkeatsCPA, who works with offshore teams in India & Mexico. She even started a staffing agency in Guadalajara! Which means those trips are a business expense, right?? #TakingYourFirmVirtual
Taking Your Firm Virtual retweeted
When considering working with a remote team, first determine what skills you need. What hours do you need them to work? Will language/culture be a challenge? Do they share your core values? Can you travel to them? Bring them to you? @kristenkeatsCPA #TakingYourFirmVirtual
Taking Your Firm Virtual retweeted
Wherever your team is, "Trust is not an internal control." Who is doing background checks? Access controls should be the same for everyone working in your firm - no matter where they may be sitting. #TakingYourFirmVirtual
Taking Your Firm Virtual retweeted
Your remote team is your team. Full stop.
@kristenkeatsCPA #TakingYourFirmVirtual