Summit Starts in....
THE SUMMIT HAS ENDED
Ready for a Change? No More 60 Hour Weeks.
No More Guesswork. Just Real Profit.
Join us for a free 3-day virtual event designed specifically for small tax and accounting firm owners who want real strategies to balance profit and freedom in their firms
(and learn the strategies from real firm owners who get it)
Don't miss your chance to see what's actually working for firm owners today.
SPONSORED BY:
DOES THIS SOUND FAMILIAR?
Long work weeks that leave little time for family or personal interests
Underpriced services due to competitive pressure or uncertainty about value
Stuck in the daily grind instead of working on business growth
Demanding clients who don't respect boundaries
Stressful deadlines that seem to extend beyond busy season
WHAT IF YOUR FIRM COULD...
Command premium pricing through clear value demonstration and proper positioning
Operate efficiently with streamlined systems and smart technology
Generate consistent revenue through ADVISORY service offerings
Maintain healthy boundaries with clients who respect your expertise
Support your desired lifestyle while remaining profitable
This isn't impossible! It's exactly what our speakers have done and they're sharing exactly HOW.
Let's Meet The Speakers
We've lined up 18 successful industry experts who have proven methods in building scalable practices that focus on profit without sacrificing personal well-being.
INTRODUCING OUR NEW LIVE WORKSHOPS
WITH EXPERTS:
Jamie Gruol
Build a Sustainable, Profitable Firm That Doesn't Run You Into the Ground
Irene Seelig
Pricing Psychology: Strategies that Land Premium Clients for You
Charles Leikauf
How to Earn More from Your Next or Existing Clients with the CFO Intensive Model
OUR FEATURED SPEAKERS
Josie Parr
New Tax Law, New Revenue: Package and Sell OBBBA Advisory
Kristen Corey
The AI Search Revolution: How SEO is Growing, Not Dying
Grace Costa
How to Build a DIY Client Membership Site for Your Firm
Brenda Cannon
Tax Prep Transformed How to Schedule Your Tax Returns
Kelly Rohrs
App-solutely Essential: Building Your Firm's Tech Stack
AND EVEN MORE EXPERT SESSIONS
Alyssa Ciera
Identify Your Next Hire to Scale Your Firm
Bianca Smith
How to Use Storytelling in Your Marketing
Brannon Poe
Firm Market Valuation and Why that Matters to Small Firms
Charles Leikauf
What does a Fractional CFO Actually Do?
Danielle Hoffer
How Firm Owners Can Motivate and Retain Staff
Irene Seelig
Attract Premium Clients Beyond Referrals with Pitch Gifting and AI Scripts
Jock Wols
When Cyber Attacks Hits: Real Incidents, Real Lessons for Small Firms
Josie Parr
Right Scaling to Design a Profitable and Balanced Firm
Kenneth Berrios
Small Firm Security: WISP and Publication 4557 Security Essentials for Firms
Laura Lynch
Holistic Wealth - Beyond the Balance Sheet
Mark Wickersham
Stop Guessing with ChatGPT: Prompts That Actually Work
Michelle Weinstein
The AI Driven Follow-Up Framework for Smart Firm Owners
Samantha Besnoff
Using a Podcast to Market Your Firm: Behind the Scenes
What to expect at the profitable lifestyle firm summit:
FREE 3-DAY
VIRTUAL EVENT
100% online and flexible, each day at 8:00 am ET you will have access to 6 on demand sessions, so you can watch on your schedule.
EXPERT SESSIONS WITH
INDUSTRY LEADERS
Your free ticket includes access to 21 sessions including 3 summit exclusive live workshops to kickstart and amplify your success!
LIVE Q&A EXPERT PANELS
Daily opportunities to interact live with our speakers and ask your questions.
PRIVATE SUMMIT COMMUNITY
A private Facebook group to connect with speakers and firm owners before and during the event.
BONUS EXPERT RESOURCES
Over 20 FREE resources from our speakers including templates, e-books, checklists and guides.
The Schedule at a Glance
3 Days - 18 Presentations - 3 Live Workshops - 3 Live Speaker Panels
We’ve built each day with smart strategies so you finish the summit holding a ready-to-go game plan for your firm’s growth.
Day One: Smarter Success
Innovative Marketing, Holistic Prosperity, and a Sustainable Firm
Learn how to create authentic marketing that attracts ideal clients, build holistic wealth beyond traditional metrics, and design a profitable firm that supports your desired lifestyle without burnout.
Day Two: Smarter Scaling
Scaling Your Firm Through People, Value and Services
Discover strategies for hiring and retaining great team members, understanding what makes your practice valuable, and adding high-value services like fractional CFO work to increase revenue streams.
Day Three: Smarter Tech
AI, Security and Technology for a Compliant, Profitable Practice.
Master practical AI applications for your practice, implement essential cybersecurity measures to safeguard your data, and optimize your technology stack to work more efficiently while staying compliant.
Your smarter, more profitable firm starts here.
MEET YOUR SUMMIT HOST
Hi, I'm Josie - the vision and strategy behind Solo Tax Coach and The Profitable Lifestyle Firm Summit
This summit was built for firm owners who want more profit, more freedom, and less burnout. And I know it’s possible, because I’ve done it.
I’m a tax strategist, firm owner, and mentor who started in big-firm tax serving multimillion-dollar clients. The technical skills were invaluable, but the grind made me rethink everything. In 2019, I launched my own advisory-only firm, tripled my first-year revenue targets, and did it working part-time.
Today, I still run that firm and help other accountants shift from return prep to high-value strategic services, raise revenue per client, and build businesses that truly support their lives.
I created this summit to bring together industry leaders who’ve built profitable, balanced practices and are ready to share exactly how they did it. Join us for three firm shaping days and leave with the strategies, tools, and confidence to build the practice you’ve been dreaming about. Grab your free ticket now.
What past summit attendees are saying:
This helped open my eyes to tell me I'm doing the right thing and this is what I want to do with my service packages and offering more tax planning.
I am completely starting over in my business. The Profitable Lifestyle Firm Summit has definitely given me a better perspective on how I look at building my Tax firm. I have great strategies to put in place for pricing, marketing, and hiring
The presentations were top notch and all topics of interest. I am so glad I got the all-access pass, I need to review some things we want to start implementing.
ONE LAST THING...
You have a choice to make:
Choice One:
Keep doing what you're doing. Work harder, stress more, hope things get better.
Choice Two:
Invest 3 days learning from people who've already built the firm you want.
THE CHOICE IS YOURS!
Say YES to three success-packed days that will help you earn more and work less.
frequently asked questions
Have Questions? We've Got Answers!
When is the summit?
The Profitable Lifestyle Firm Summit starts at 8:00 AM EDT on August 26th and continues for three days through August 28th. You will also be able to join our private Facebook community as soon as you register, so you can interact with our speakers and other attendees right away.
What if I'm not able to attend every day?
All of the presentations for the summit are pre-recorded and are available for 48 hours with your free ticket. We encourage you to attend each day if you can!
We would also love for you to set aside some time during the summit to attend the live Daily Q&A sessions and participate with other small tax and accounting firm owners in the Facebook community.
How long will I have access to the summit presentations?
Your free ticket includes 48 hour access to each of the presentations. If you need more time, you can always upgrade your ticket to the Lifestyle Firm Owner's Toolkit after registering, which will give you extended access to the presentations along with premium bonuses from our speakers.
Can I ask questions during or after the presentations?
Since the presentations are pre-recorded you will not be able to ask questions during the presentations, however you will have the opportunity to attend the live daily Workshops and the Q&A with our speakers. You will also have access to the Facebook community as soon as you register and can start conversations with the speakers at any time.
Who exactly is the summit for?
The summit is geared towards small financial professional firm owners including bookkeepers, accountants, Fractional CFOs, CPAs, EAs and other tax professionals.
I run a solo practice, is the summit still for me?
Absolutely! The summit caters to both solo and small firms. The presentations are for any small firm owner looking for profitability and flexibility in their firm while also keeping in line with personal values and goals.
I'm not a firm owner yet, am I still able to attend?
Yes! If you are thinking about starting your own practice, the summit is a great place to begin defining your firm with a head start as you learn directly from the experts while also gathering tons of free resources.
I still have questions?
If you still have questions, we encourage you to go ahead and sign up. Your questions will likely be answered during the event or in the Facebook community, which you’ll be able to join right away after grabbing your free ticket. However, if you need to ask us a question before registering, feel free to send us an email at [email protected]
Ready to Build a More Profitable Practice and Take Back Your Time?
(because your firm should serve your life, not the other way around)
We know it's taken hard work to build the firm you have.
We'd love to help you boost profits, cut your hours and deliver even greater value to your clients.
If you've still got questions for us or want to chat, please email us anytime [email protected]!
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