Preparing for The Successful Bookkeeper Summit

If you're a bookkeeper, then I have great news for you: The Successful Bookkeeper Summit is coming! 

Look, there's no doubt that the bookkeeping profession is changing, and it's time for you to change with it. The Successful Bookkeeper Summit will help you do just that. The summit will take place on December 2nd and 3rd in a virtual setting so that anyone can participate, no matter where they are located or what their schedule looks like. 

The Successful Bookkeeper summit will offer interactive digital experiences uniting forward-focused bookkeepers with industry thought leaders, meaningful networking opportunities, and change-fueled education sessions. The two-day event is an immersive experience designed to keep your skills up-to-date so that you can stay ahead of the curve in this ever-changing field.

Who is The Successful Bookkeeper Summit for?

We could argue that anybody can benefit from attending The Successful Bookkeeper Summit. Certain job specifics, on the other hand, will receive the most value. This includes bookkeepers and bookkeeping company owners.

The beauty of The Successful Bookkeeper Summit is that it may be attended from anywhere in the world, regardless of where you live or what your schedule allows.

What Summit pass should I get?

There are two passes this year: a Free Pass and a VIP Pass. The Starter Pass is for those who just want to attend the seminars. If you wish to learn more about the topic and access the on-demand recordings of each session, the VIP Pass is worth considering.

How to Prepare for The Successful Bookkeeper Summit

To get the most ROI from your summit experience, preparation is key. Here are some expert tips from our team who want to help you have the best experience:

Decide who on your team is going to The Successful Bookkeeper Summit. (Or advocate to go yourself!)

Every layer of your organization may benefit from attending The Successful Bookkeeper Summit's breakout sessions. It's a wonderful opportunity for interns, new employees, or all-star workers who want to advance their careers. The summit will offer a wealth of information since it will include the most recent industry news and developments, change-fueled training, and real-world knowledge that you can apply to your job right now, which is at the core of the experience.

It’s a no-brainer to advocate to attend virtually this year, with both a free option and a very affordable all-access VIP pass available.

Buy Your Tickets Early. The Earlier the Better

The earlier the better. The longer you wait to register, the greater chance you have of running into a sold-out event. The Successful Bookkeeper Summit is expecting a lot of interest from ambitious bookkeepers and accounting professionals, so don't wait too long!

The full price for a VIP Pass is listed at $149. However, there is currently an early-bird discount available.

Connect with Your Pure Bookkeeping Rep

If you're a current Pure Bookkeeping Licensee, including your representative or account manager is an excellent way to get an additional return on your investment. Let them know you're coming and that you'd want to stay up to date. They may be able to offer you information on sessions, speakers, or networking that are relevant to your bookkeeping goals.

Plan Your Sessions Early

The website for The Successful Bookkeeper Summit is a wonderful resource, and it's always changing with the most up-to-date information on presenters, topics, and sessions. Take time to plan your sessions once you've seen the full schedule. This will allow you to verify that your preparation time has been reserved in your calendar. You may also get an early start on social media exposure by connecting with the speaker on LinkedIn and Twitter.

And on that note, it’s a good idea to block off your calendar, especially if you’re using the VIP Pass. We recommend fully committing to the virtual experience by not sprinkling in your work duties. Or, if you simply can’t get away, limit your day-to-day to the beginning or end of your sessions.

Make a Team Session Calendar

We've spoken to a number of bookkeeping firms who want to send more than one of their employees to The Successful Bookkeeper Summit. Making sure their teams cover a wide range of session topics is one thing that is critical to the success of their summit investment.

We suggest making a team calendar to indicate who is going to what session. When there’s more than one person attending a single session, have them sync up to compare notes and takeaways. If there’s a lot of people attending a single session, try to spread the love so you can have a wider net to catch new trends, ideas, and best practices.

One of the best parts about a virtual conference is the ability to view your session at a later time. If two of your sessions overlap, or a really important customer needs your ear, you can circle back to it with a VIP pass.

Make a Note-Taking Template

One of the things we've discovered is that having standardized notes for your team when it comes to reporting and sharing findings is a game-changer. This makes the information more accessible and searchable for everyone, as well as allowing you to go back and review past summits.

Our suggested note template includes:

  • Attendee name
  • Name & date of the session
  • Speaker name
  • Speaker’s social channels (and contact information if they share it!)
  • Session notes & key takeaways
  • Session quotes (for easy social publishing!)
  • Session screen captures & slide photos (for those summary slides you want to save for later)

Determine How You Will Share Findings

What’s the point of going to The Successful Bookkeeper Summit if you can’t share and apply your new knowledge? There are many other ways to share your learnings. These might include:

  • Share quotes on social media, while tagging the speaker for visibility and engagement (Use the hashtag: #TOGETHERWERISE)
  • Write a blog post about how what you learned will apply to your business, industry, or customers
  • Share your notes with customers who might find them interesting
  • Use what you learned to make changes to your own marketing, sales, & customer service practices
  • Sync up with other attendees for shared or syndicated content creation
  • A video summary of your takeaways

Depending on how or what you want to share, adjusting your note-taking template will help you capture information as you go. 

Let's Recap

The Successful Bookkeeper Summit is a two-day virtual event for bookkeepers and those in the bookkeeping industry to come together. The summit helps you stay up-to-date with current trends, best practices, and tips from experts working in your field.

The different types of passes available allow you to customize how much time you want to spend at The Successful Bookkeeper Summit as well as what type of engagement you're looking for (virtual or interactive).

If this sounds like something that would benefit your business, be sure to register now!

Register Now for The Successful Bookkeeper Summit

Michael Palmer

Article by Michael Palmer

Michael is the CEO of Pure Bookkeeping, the host of The Successful Bookkeeper podcast and an acclaimed business coach who has helped hundreds of bookkeepers across the world push through their fears and exponentially grow their businesses and achieve the quality of life they've always wanted.