JA
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.
JA
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
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
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
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
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
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
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
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
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
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
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
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
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

KB
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!
KB
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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

JR
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.
JR
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
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
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
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
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