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.
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.
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.
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.
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.
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.
Keep doing what you're doing. Work harder, stress more, hope things get better.
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.
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.
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.
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.
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.
The summit is geared towards small financial professional firm owners including bookkeepers, accountants, Fractional CFOs, CPAs, EAs and other tax professionals.
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.
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.
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]
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