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Better Together:

The 2026 Patrick Accounting Firm Visit

July 26–28, 2026 · Memphis, TN · Limited to 100 Attendees

Come join us!

Three days in Memphis with firm owners and leaders who are figuring out the same things you are: How to lead better teams, build stronger operations, and actually enjoy running your firm.

Real conversations, practical takeaways, and a group of peers who want the same things you do.

We’re capping this at 100 people on purpose. Small enough to have real conversations. Big enough to leave with a network that matters.

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register now!

Built for Firm Owners and the People They Rely On

This event is designed for accounting firm owners and the key team members who help run the day-to-day: your firm owners, accounting managers, sales leaders, and the people who’d benefit most from seeing how another firm actually works behind the scenes.

We built the “Better Together” theme around the simple idea that you get more out of this if you bring someone with you.

Two or more people from the same firm sitting in the same sessions, comparing notes, and leaving with a shared plan. That’s where the real value multiplies.

Whether you’re a firm of 5 or 25, if you’re serious about getting better at this (not someday, but this year), this is exactly where you want to be.

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Three Days, Multiple Educational Tracks, Zero Filler

The Experience

Sunday, July 26

Welcome Reception

Memphis hospitality starts here.

Kick things off with cocktails and conversation.

Meet the other firm owners and team members you’ll be spending the next few days with.

Monday & Tuesday, July 27–28

Education Sessions + Evening Activities

Two full days of sessions across several tracks, including Leadership, Operations, and Sales.

We’re talking about the stuff that actually keeps you up at night. Like building your team, delegating without losing quality, pricing, systems, and how to run a firm that doesn’t run you.

Both evenings are group activities. We’ll share details closer to the event, but if you’ve been to Memphis before, you know we don’t do boring.

Wednesday, July 29

Departure

Safe travels

Head home with a clear plan, new connections, and hopefully a good barbecue recommendation or two.

This Isn’t a Conference. It’s a Firm Visit. 

Most accounting conferences give you a badge and a ballroom. This is different. You’re coming to our office. You’ll see how we actually operate, from our systems to our team structure to our processes. We’re not presenting from a stage. We’re opening the doors and letting you look around.

We’re being completely transparent about what’s working, what we’ve gotten wrong, and what we’re still figuring out. That’s the deal. If you want polished marketing pitches, there are plenty of conferences for that.

If you want to sit across the table from firm owners who’ll tell you the truth about running an accounting practice, that’s what this is.

Pricing & Registration

Simple Pricing. No Surprises.

The Practical Stuff

Where:

Patrick Accounting office + select Memphis venues.

Our new office address is:

7345 Goodlett Farms Pkwy
Cordova TN 38016

Hotel:

See FAQs below for area hotel suggestions.

Transportation:

Most suggested hotels are close to our office, allowing you to Uber/Lyft in most cases. If you’d prefer to rent a vehicle during your stay, we will have plenty of parking spaces available.

Group transportation for evening activities will be provided from/to our office.

Travel Tip:

Book your flight home for Wednesday morning.

What to Wear:

Business casual. We’re an accounting firm that doesn’t allow ties, so take that as your dress code cue.

Cancellation Policy:

Full refund if canceled 30+ days before the event.

FAQs

Can I bring more than one team member?

Who should attend?

Can my spouse or partner join for meals and evening activities?

I’ve never been to a firm visit. What’s it actually like?

Where should I stay?

What about transportation?

When should I arrive?

When should I book my flight home?

What’s covered in the cost?

What is not covered in the cost?

What if I need to cancel?

Will there be recordings of the sessions?

Hotel & Travel

We have a variety of major hotel brands near our meeting space (linked below).

For this event, all of our activities will take place outside of the hotel, so we have not secured an official room block. This allows you the freedom to find the best option for you and your team!

If you have any questions, please reach out to us at onestepbetter@patrickaccounting.com

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Towneplace Suites Memphis Cordova

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SpringHill Suites Memphis East/Galleria

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Hilton Garden Inn Memphis/Wolfchase Galleria

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Home2 Suites by Hilton Memphis Wolfchase Galleria

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Hyatt Place Memphis/Wolfchase Galleria

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100 Spots. That’s It.

We kept this intentionally small so every conversation matters.

Once we hit capacity, registration closes. If you’re thinking about it, grab your spot now and bring someone from your team.

Questions? Email us here or call 901-755-5858.