May 10, 2026

Your Weekly Playbook

Activate Your Referral Network This Week

Andy Katchmer, CPA (Inactiv... Pilot Sponsored What If Your Team Started Tax Season With Books Already Done? Pilot's AI does the bookkeeping so your staff does the tax work. Monthly close, handled... Learn More

Missed Opportunity   Who in your network can send you customers?   Add your ideal customer. We'll find your best referral partners   Add Your Ideal Customer

This Week's Networking Opportunities

IN-PERSON   Thursday, May 14 from 11 AM–12 PM PDT What Happens When the San Francisco Alliance Has an In-Person Networking Event?   Register   We won't know until you come to make it happen. We are excited to bring in person networking back to San Francisco! This has been highly requested,...   View Event     Browse All Events

Something Worth Showing Up For Claude changed how I work. I want you to hear directly from the Anthropic team that made it happen — so we're bringing them to you live. Join Us

Meet Your Community

Connect With Your Community Sponsor

Andy Katchmer, CPA (Inactiv... Pilot Sponsored Accountant Highly Recommended Connect

Community All Stars Community members with 5+ recommendations     Patricia J Weiss   Patti Weiss PhD         Geoff Herman   Riskguard Insurance Solutions     See All

Special Event with Anthropic Join us for a chat with Lina Ochman, the SMB expert from Anthropic (the company behind Claude). Register Today

If you're reading this, so are your potential customers. Become the local sponsor of Presidio Heights, CA for exclusive visibility. View Availability