Pre-Conference Workshop (additional fees will apply)

Date & Time
Tuesday, September 22, 2026, 1:00 PM - 4:00 PM
Description

Amplify Your Value, Voice, and Connections to Elevate Your Firm 

For many accounting and bookkeeping professionals, the daily "grind" of billable hours often crowds out strategic growth. Building a resilient, profitable practice requires a shift in how you see your business—and your worth. 

In this hands-on, 3-hour workshop, Daria Malin will work with you to bridge the gap between working as a technician and leading as a firm owner. We will walk through 10 steps to leveling up your business and brand, moving beyond the discomfort of self-promotion to establish a clear "Value Voice". Through guided exercises, you will identify your most profitable markets, craft compelling messaging, and select the specific marketing vehicles that reach your audience effectively. You will work through your workbook in real-time to ensure you leave with a tangible roadmap to attract higher-value clients. 

Key Learning Objectives: 

  • Strategic Direction: Set high-level growth goals to guide your business decisions. 
  • The Leader Mindset: Shift from a focus on tasks to a focus on growth, overcoming the barriers to self-promotion. 
  • Targeted Marketing: Define your most lucrative market segments and craft messaging that resonates with ideal clients. 
  • Impactful Visibility: Choose the platforms and "watering holes" that will get your firm noticed and remembered. 
  • The Referral Engine: Explore a framework for identifying advocates to fuel your firm’s reputation. 

If you want to stop “chasing” any available work and start attracting best-fit clients, this results-driven workshop is for you!