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Jeanette Abbott
I’m excited about the 60-Day Free Trial and 6-Week Live Systems Accelerator Challenge, and I’ve already registered. My favorite session was From Failing & Broke To Success & Profitability! Highly recommended.
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Jeanette Abbott
I’m excited about the 60-Day Free Trial and 6-Week Live Systems Accelerator Challenge, and I’ve already registered. My favorite session was From Failing & Broke To Success & Profitability! Highly recommended.
Oct 3, 2025
Oct 3, 2025
Sonia Crawford
Founder, Simply Honest Bookkeeping
I walked away with a better understanding of how to market myself for advisory services. Debra Angilletta and Jeff Bartsch were my favorites—they both shared practical, impactful strategies. This summit gave me so much to think about.
Sonia Crawford
Founder, Simply Honest Bookkeeping
I walked away with a better understanding of how to market myself for advisory services. Debra Angilletta and Jeff Bartsch were my favorites—they both shared practical, impactful strategies. This summit gave me so much to think about.
Oct 3, 2025
Oct 3, 2025
Chet King
Bookkeeper/Owner of Walnook LLC
Key takeaway: building my team. Favorite session: Mark Wickersham on AI. Great content and chat interaction—well worth it!
Chet King
Bookkeeper/Owner of Walnook LLC
Key takeaway: building my team. Favorite session: Mark Wickersham on AI. Great content and chat interaction—well worth it!
Oct 3, 2025
Oct 3, 2025
Jassim Anwar
Insurance Specialist, Alamin Clinic
Full of valuable knowledge from start to finish. Loved the first session and enjoyed everything about the summit. Highly recommend!
Jassim Anwar
Insurance Specialist, Alamin Clinic
Full of valuable knowledge from start to finish. Loved the first session and enjoyed everything about the summit. Highly recommend!
Oct 3, 2025
Oct 3, 2025
Sonia Crawford
Owner of Simply Honest Bookkeeping
I walked away with a better understanding of strategic advisory services and the reminder that I need to strengthen my compliance knowledge, particularly in payroll. Racheal Cook’s session stood out as a favorite, and the summit gave me plenty of insights to keep building on.
Sonia Crawford
Owner of Simply Honest Bookkeeping
I walked away with a better understanding of strategic advisory services and the reminder that I need to strengthen my compliance knowledge, particularly in payroll. Racheal Cook’s session stood out as a favorite, and the summit gave me plenty of insights to keep building on.
Oct 3, 2025
Oct 3, 2025
Randal Owens
Owner, Financial Connections
There were so many takeaways, it’s hard to choose just one. I had three favorite sessions and loved the variety of topics. A fantastic summit that I’d definitely recommend.
Randal Owens
Owner, Financial Connections
There were so many takeaways, it’s hard to choose just one. I had three favorite sessions and loved the variety of topics. A fantastic summit that I’d definitely recommend.
Oct 3, 2025
Oct 3, 2025
Pam Saul
Certified Bookkeeper, Certified QuickBooks ProAdvisor
My biggest takeaway was the confidence to step into the role of an advisor. Rachel Cook’s session was my favorite, and I really enjoyed the nice array of topics. A fantastic experience I’d recommend to anyone.
Pam Saul
Certified Bookkeeper, Certified QuickBooks ProAdvisor
My biggest takeaway was the confidence to step into the role of an advisor. Rachel Cook’s session was my favorite, and I really enjoyed the nice array of topics. A fantastic experience I’d recommend to anyone.
Oct 3, 2025
Oct 3, 2025
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Karen Bershad
Owner at The Small Business Advisor
There were so many valuable takeaways, it’s hard to pick just one. Mike Michalowicz was my favorite, and I appreciated how seamless the sessions ran. The summit flowed beautifully. Highly recommend!
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Karen Bershad
Owner at The Small Business Advisor
There were so many valuable takeaways, it’s hard to pick just one. Mike Michalowicz was my favorite, and I appreciated how seamless the sessions ran. The summit flowed beautifully. Highly recommend!
Oct 3, 2025
Oct 3, 2025
Yelenis Balmaseda
Bookkeeper, Yelbook
I picked up so many insights, but the biggest one for me was everything around hiring. All of the sessions were incredible, and I truly enjoyed the entire summit.
Yelenis Balmaseda
Bookkeeper, Yelbook
I picked up so many insights, but the biggest one for me was everything around hiring. All of the sessions were incredible, and I truly enjoyed the entire summit.
Oct 3, 2025
Oct 3, 2025
Melissa Jean-Baptiste
Senior Accountant, Créatio Comptabilité
I came away excited about the possibilities AI brings to advisory work. The cash flow crisis and advisory session was a favorite. The summit had great speakers and relevant topics—well worth attending.
Melissa Jean-Baptiste
Senior Accountant, Créatio Comptabilité
I came away excited about the possibilities AI brings to advisory work. The cash flow crisis and advisory session was a favorite. The summit had great speakers and relevant topics—well worth attending.
Oct 3, 2025
Oct 3, 2025
Steve Erickson
Owner, Erickson Bookkeeping Services inc.
My biggest takeaway was seeing the thought, care, and effort people put into their businesses—it inspired me to raise my own standards. Ron Baker’s session, What I Learned Working at Disney, was a highlight. Everything was so relevant to my industry, and I’d absolutely recommend this summit.
Steve Erickson
Owner, Erickson Bookkeeping Services inc.
My biggest takeaway was seeing the thought, care, and effort people put into their businesses—it inspired me to raise my own standards. Ron Baker’s session, What I Learned Working at Disney, was a highlight. Everything was so relevant to my industry, and I’d absolutely recommend this summit.
Oct 3, 2025
Oct 3, 2025
Carmen Feenstra
Founder of Feenstra Financials
My biggest takeaway was realizing how many options there are for AI. I especially enjoyed the sessions on strategic alliances and trading services. I loved the variety—every speaker had something valuable to share, and I took away a little something from each one. The summit was excellent, and I’d highly recommend it.
Carmen Feenstra
Founder of Feenstra Financials
My biggest takeaway was realizing how many options there are for AI. I especially enjoyed the sessions on strategic alliances and trading services. I loved the variety—every speaker had something valuable to share, and I took away a little something from each one. The summit was excellent, and I’d highly recommend it.
Oct 3, 2025
Oct 3, 2025
Tim Hayward
Chief Executive Officer at balncd Inc.
I was so impressed by the quality of the sessions and speakers—the whole day was fantastic! One standout for me was Strategies for Cultivating Culture in a Fully Remote Environment. Honestly, this is one of the best virtual conferences I’ve ever attended.
Tim Hayward
Chief Executive Officer at balncd Inc.
I was so impressed by the quality of the sessions and speakers—the whole day was fantastic! One standout for me was Strategies for Cultivating Culture in a Fully Remote Environment. Honestly, this is one of the best virtual conferences I’ve ever attended.
Oct 3, 2025
Oct 3, 2025
Jassim Ansari
Insurance Specialist, Alamin Clinic
The summit was full of valuable knowledge, and every session offered something useful. I particularly enjoyed the third one and would recommend the event to others.
Jassim Ansari
Insurance Specialist, Alamin Clinic
The summit was full of valuable knowledge, and every session offered something useful. I particularly enjoyed the third one and would recommend the event to others.
Oct 3, 2025
Oct 3, 2025
Lisa Lowry
President at Misty Tor Design Inc., Balanced Beans Bookkeeping
Time management is a big challenge for me, so I really appreciated the tips I learned. It was also my first time seeing Jessica Fox, and her session was excellent. Great variety and definitely worth recommending.
Lisa Lowry
President at Misty Tor Design Inc., Balanced Beans Bookkeeping
Time management is a big challenge for me, so I really appreciated the tips I learned. It was also my first time seeing Jessica Fox, and her session was excellent. Great variety and definitely worth recommending.
Oct 3, 2025
Oct 3, 2025
Rachel Paul
Business Owner, EA at Reliable Number Management
The summit reminded of the importance of getting systems in place and managing my time better, or using tools like AI and ChatGPT to win back time. Honestly, every session had a takeaway I can implement to be more successful. I absolutely recommend it!
Rachel Paul
Business Owner, EA at Reliable Number Management
The summit reminded of the importance of getting systems in place and managing my time better, or using tools like AI and ChatGPT to win back time. Honestly, every session had a takeaway I can implement to be more successful. I absolutely recommend it!
Oct 3, 2025
Oct 3, 2025
Yelenis Balmaseda
Bookkeeper, Yelbook
It was amazing! I learned so many new things and walked away inspired with lots of plans. Every session had value, and I gained something from each one. The summit truly inspired me, and I highly recommend it!
Yelenis Balmaseda
Bookkeeper, Yelbook
It was amazing! I learned so many new things and walked away inspired with lots of plans. Every session had value, and I gained something from each one. The summit truly inspired me, and I highly recommend it!
Oct 3, 2025
Oct 3, 2025
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Jennifer Robinson
Bookkeeper at Mason Miller Accounting and Taxation
My biggest takeaway was to approach things with a ‘yes, if’ mindset instead of ‘no, because.’ I especially enjoyed Ron Baker’s session, What Walt Disney Taught Me. The summit was engaging and insightful, and I’d definitely recommend it to others.
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Jennifer Robinson
Bookkeeper at Mason Miller Accounting and Taxation
My biggest takeaway was to approach things with a ‘yes, if’ mindset instead of ‘no, because.’ I especially enjoyed Ron Baker’s session, What Walt Disney Taught Me. The summit was engaging and insightful, and I’d definitely recommend it to others.
Oct 3, 2025
Oct 3, 2025
Petina Steele
Owner, Steele Strategic Bookkeeping
I realized I have the knowledge to be an advisor for my clients and offer it as a separate service. I also learned powerful questions to ask potential clients, how to truly listen to their needs, and how to use AI prompts to create marketing material. My favorite session was Debra Angilletta’s How To Sell Your High Ticket Services In Today’s Economy, though every session I attended was excellent. All the topics were relevant and on point, and I’d absolutely recommend this summit.
Petina Steele
Owner, Steele Strategic Bookkeeping
I realized I have the knowledge to be an advisor for my clients and offer it as a separate service. I also learned powerful questions to ask potential clients, how to truly listen to their needs, and how to use AI prompts to create marketing material. My favorite session was Debra Angilletta’s How To Sell Your High Ticket Services In Today’s Economy, though every session I attended was excellent. All the topics were relevant and on point, and I’d absolutely recommend this summit.
Oct 3, 2025
Oct 3, 2025
Carmen Feenstra
Founder of Feenstra Financials
My biggest takeaway was realizing there is so much opportunity—through tech, people, and more. I especially loved Amanda’s session on building a profitable business powered by AI and actionable plans. I absolutely recommend it. The summit was full of valuable insights.
Carmen Feenstra
Founder of Feenstra Financials
My biggest takeaway was realizing there is so much opportunity—through tech, people, and more. I especially loved Amanda’s session on building a profitable business powered by AI and actionable plans. I absolutely recommend it. The summit was full of valuable insights.
Oct 3, 2025
Oct 3, 2025