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PROFITABLE LIFESTYLE FIRM™ Summit 2026 · Presented by Solo Tax Coach
Toolkit login

That’s a wrap on the 4th annual summit.

The summit is over. The replays aren’t.

Get every session from all three days, plus speaker bonuses, in the Lifestyle Firm Owner’s Toolkit. Watch what fits your firm, when it fits your week.

Lifestyle Firm Owner’s Toolkit

Inside the Toolkit

  • ✓Every on-demand session from all three days
  • ✓Replays of the live workshops and panels
  • ✓Speaker bonuses, available through Nov 30, 2026
  • ✓12 months of replay access
Josie Parr Kenny Berrios Kristen Corey Grace M Costa Charles Leikauf Brannon Poe Irene Seelig Bianca Smith Jessica Smith Michelle Weinstein Mark Wickersham Toni Witt Liam Aspeling Jenny Luchsinger Melissa Downs Ashley Connell Layne Booth Jan Haugo Joy Lutz Rebecca Tervo Jennifer Lauda Samantha Willingham

Learn from 15+ firm owners and industry experts. Meet them

Does this sound familiar?

Busy isn’t the same as profitable.

Your calendar is full. Your inbox is fuller. And tax season, year-end close, and 1099s are about to land on top of all of it.

Then busy season hits, time runs out, and those decisions get made for you.

You are not alone in that. It doesn’t mean you’re doing anything wrong. Firm life happens.

This year’s list

STILL OPEN
  • Raise your prices this year.
  • Let go of the client who needs you the most and pays you the least.
  • Get a few things off your plate.

Inside the summit

Three days of sessions on the decisions that shape your firm.

The Profitable Lifestyle Firm Summit is for owners of solo and small tax and accounting firms. It’s for you if you want a firm that’s financially rewarding, serves clients well, and is built around your priorities. Not a hobby. Not “stay small at all costs.” Your business, designed on purpose.

01

Who you serve and what you sell.

The right clients make everything easier. The wrong ones make everything harder, at any price.

02

What you charge and how you deliver.

Your price and your process decide whether a client is profitable or just busy.

03

Where your time goes.

What only you should do, and what your systems, your team, or your tools should handle instead.

Who it’s for

CPAs, EAs, tax pros, accountants, bookkeepers, and anyone getting ready to launch a firm.

Your Firm. Your Rules.™

Grow your team or stay solo. Go deep on AI or start with the basics. Add advisory services or sharpen what you already offer. Wherever you’re taking your firm, you’ll find ideas you can put to work.

Get the Toolkit for $97

What’s in the replays

MON2
DAY 1

Your Workflow & Systems

Decide your process and timeline, so busy season runs on your terms.

WORKSHOP REPLAY
Irene Seelig
Beyond Referrals: 3 AI Moves to Land Premium Advisory Clients Irene Seelig · AccountGroove
WORKSHOP SPONSORAccountGroove
PANEL REPLAY How firm owners are really using AI Co-moderated by Josie Parr and Jan Haugo Hear from four practicing firm owners Where AI saves them time, what they still do by hand, and what they’d try first.
ON DEMAND
Mark Wickersham
SPOTLIGHT Is It Safe to Put Client Data Into AI? Analyze Financials Safely Mark Wickersham · The AI Academy
SPOTLIGHT SPONSORThe AI Academy
More on-demand sessions
Toni WittKenny BerriosJessica SmithJosie Parr
TUE3
DAY 2

Your Clients, Offers & Pricing

Decide who you want more of, what you’ll offer them, and what it should cost.

WORKSHOP REPLAY
Charles Leikauf
How to Offer High-Quality Fractional CFO Services Using AI Charles Leikauf · Profit Surge
WORKSHOP SPONSORProfit Surge
PANEL REPLAY What our sponsors see in successful lifestyle firms Summit sponsors, moderated by Josie Parr What makes a firm run smoothly, where owners get stuck, and how the right support fits in. Q&A at the end.
ON DEMAND
Kristen Corey
SPOTLIGHT Marketing for People Who Don’t Want to Be on Social Media Kristen Corey · MediaBooks
SPOTLIGHT SPONSORMediaBooks
More on-demand sessions
Bianca SmithMichelle WeinsteinGrace M CostaLayne Booth
WED4
DAY 3

Your Role & Your Firm’s Direction

Decide what your job in the firm should be, and what it shouldn’t.

WORKSHOP REPLAY
Josie Parr
The Strategy Plan Behind Your Lifestyle Tax Firm Josie Parr · Solo Tax Coach
YOUR HOSTSolo Tax Coach
PANEL REPLAYPODCAST DEBUT Ask the speakers: building your lifestyle firm Hosted by Josie Parr and Kristen Corey Speakers answered attendee questions live, and the Lifestyle Firm Podcast made its debut.
ON DEMAND
Liam Aspeling
SPOTLIGHT Improve Client Experience and Retention in Your Tax Firm Liam Aspeling · Tidyflow
SPOTLIGHT SPONSORTidyflow
More on-demand sessions
Melissa DownsAshley ConnellJenny LuchsingerBrannon Poe

On AI

You’ll see how speakers use AI and automation in their firms, and where they still rely on their own expertise. Technology handles the routine work. Your professional judgment leads.

What you’ll leave with

Decisions made. Not just notes taken.

Three days of sessions, one goal: walk away with the calls made, not another to-do list.

  • A short list of the clients you want more of, and the ones you’re ready to let go.
  • A pricing decision you’ve been putting off, made before busy season.
  • A plan for what comes off your plate this busy season, and who or what takes it.
  • Free templates, checklists, and guides from speakers that you can use the same week.
  • A free next step for after the summit: the Lifestyle Firm Podcast.

Meet the speakers

Learn from firm owners and the experts who work with them.

MONDAY, NOV 2

Your Workflow & Systems

Irene Seelig LIVE WORKSHOP

Irene Seelig

AccountGroove

Beyond Referrals: 3 AI Moves to Land Premium Advisory Clients

Mark Wickersham SPOTLIGHT

Mark Wickersham

The AI Academy

Is It Safe to Put Client Data Into AI? Analyze Financials Safely

Josie Parr YOUR HOST

Josie Parr

Solo Tax Coach

Your Firm, Built Around You: The Four Decisions That Shape a Profitable Lifestyle Firm

Toni Witt

Toni Witt

Sweet

Building Your Firm’s AI 2nd Brain

Kenny Berrios

Kenny Berrios

Watch Cloud Cyber Security

FTC & IRS Data Security and AI Requirements for Tax Professionals

Jessica Smith

Jessica Smith

TaxReview2Do

The Second Set of Eyes: What Great Tax Return Reviewers Catch

Jan Haugo LIVE PANEL

Jan Haugo

SmartAccountant.ai

How Firm Owners Are Really Using AI

TUESDAY, NOV 3

Your Clients, Offers & Pricing

Charles Leikauf LIVE WORKSHOP

Charles Leikauf

Profit Surge

How to Offer High-Quality Fractional CFO Services Using AI

Kristen Corey SPOTLIGHT

Kristen Corey

MediaBooks

Marketing for People Who Don’t Want to Be on Social Media

Bianca Smith

Bianca Smith

Bee Simplified

The Marketing Reset: Build Your Content System

Michelle Weinstein

Michelle Weinstein

The Abundant Accountant

5 Steps to Close More Sales and Build a Firm Full of Your Ideal Clients

Grace M Costa

Grace Costa

Social Mixt Media

Monetize Notion Templates for Your Bookkeeping & Accounting Firm

Layne Booth

Layne Booth

Dashboard Designers

Your Firm Upgrade: Better Pricing, Fewer Clients, Shorter Weeks

Irene Seelig

Irene Seelig

AccountGroove

From Inconsistent Leads to a Full Calendar: The AI Channel Partner Engine

WEDNESDAY, NOV 4

Your Role & Your Firm’s Direction

Josie Parr LIVE WORKSHOP

Josie Parr

Solo Tax Coach

The Strategy Plan Behind Your Lifestyle Tax Firm: Build yours and the firm around it

Liam Aspeling SPOTLIGHT

Liam Aspeling

Tidyflow

Improve Client Experience and Retention in Your Tax Firm

Melissa Downs

Melissa Downs

Stealth Wealth IRA

Whose Job Is It Anyway? The Tax Pro or the Financial Advisor

Ashley Connell

Ashley Connell

Prowess Project

What Being the Bottleneck Is Really Costing You: The ROI of Operations

Jenny Luchsinger

Jenny Luchsinger

BookkeepingIQ

Hire With More Confidence: A Better Approach to Hiring Bookkeepers

Brannon Poe

Brannon Poe

Poe Group Advisors

Build a Firm Someone Would Buy (and You’d Want to Keep)

Get the Toolkit for $97

Our 4th year · 1,300+ registered last year

What past attendees are saying.

I followed Grace’s presentation and now have a membership ready to launch. And joining the live sessions was worth it. When I met with Irene after her workshop, she remembered me from her session.
Penny R.Past summit attendee
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.
Angela L.Past summit attendee
It changed my view on pricing and organization within my firm.
Kanika R.Past summit attendee
I gained some marketing tips that I was able to implement right away. I also gained confidence in my ability to better serve clients through improved systems.
ChantePast summit attendee
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.
Ty D.Past summit attendee
Josie Parr, CPA, MST, host of the Profitable Lifestyle Firm Summit
Josie Parr, CPA, MST Founder, Solo Tax Coach · Co-host, Lifestyle Firm Podcast

Meet your host

Hi, I’m Josie.

When I started my firm, I said yes to just about every client and service that came my way: construction and manufacturing clients, international work, CFO projects, and bookkeeping. Revenue grew, but the firm started running me instead of the other way around.

So I made some decisions about who I wanted to serve, what I wanted to sell, and where my time should go. Those decisions shaped the firm I run today: an advisory-only practice with subscription pricing, serving coaches, consultants, and service-based businesses. In my first year, I tripled my revenue target while working part-time.

Your firm doesn’t have to look like mine. That’s the point.

This is my fourth year hosting this summit, because there’s more than one right way to build a firm, and I want you to find yours.

Josie

Thank you to our sponsors

AccountGroove
Profit Surge
The AI Academy MediaBooks Tidyflow

Frequently asked questions

Can I still watch the sessions?

Yes. The summit ran November 2–4, 2026, and the free 48-hour viewing windows have closed. Every session is in the Lifestyle Firm Owner’s Toolkit.

What does the Toolkit cost?

$97. It includes replays of every on-demand session, the live workshops, and the panels, plus speaker bonuses.

How long do I have access?

Replays are available for 12 months. Speaker bonuses are available through November 30, 2026, so claim the ones you want before then.

I already bought the Toolkit. Where do I log in?

Log in at portal.solotaxcoach.com.

How much time do I need?

On-demand sessions run 30 to 45 minutes each. Watch what fits your week.

Do I need to know a lot about AI?

No. Speakers show where AI and automation help in their firms, tied to real results, and they’ll meet you wherever you’re starting.

Is this for me if I haven’t launched my firm yet or don’t offer advisory services?

Yes. The summit is built around decisions every firm owner makes: who you serve, what you charge, how you deliver, and where your time goes. Whether you’re getting ready to launch or already run a tax, accounting, or bookkeeping firm, with or without advisory services, you’ll find ideas you can use.

Still have a question? Email [email protected].

Lifestyle Firm Owner’s Toolkit · 15+ sessions

Picture February.

The clients on your list are the ones you chose. Your prices match what you know. You know which work is yours and which isn’t.

It’s still busy season. It’s just busy on your terms.

That starts with a few decisions. Every session is ready when you are.

P.S. Speaker bonuses are available through November 30, 2026. Replays stay with you for 12 months.