Summit Starts in....

A free virtual event for small tax and accounting firm owners

Master the Art of Balancing Profitability and Freedom

at the Profitable Lifestyle Firm Summit.

Let's redefine what success looks like for YOU!

August 27th - August 29th, 2024

SAY GOODBYE TO

TRADITIONAL EXPECTATIONS

Long Hours

Demanding Clients

Stressful Deadlines

and learn expert methods and strategies to

Boost Profits and Keep Balance

Build Sustainable Growth

Enjoy Freedom to Call the Shots

Control Your Schedule & Priorities

Ready to Learn From the Experts?

Meet Our Incredible Lineup Tax,

Accounting, and Marketing Professionals

Bianca Smith, MBA

Simplify Social Media Marketing as a Finance Pro

Brannon Poe, CPA

How to Prepare Your

CPA Firm for a Sale

Ian Brennan

How to Prepare Your

CPA Firm for a Sale

Charles Leikauf, CFO

The Impact of Fractional CFO Advisory Services

Jamie Gruol, COO

Automate Tax Compliance & Advisory Workflows

Jessica Smith, EA

Ensuring Compliance: The Power of Checklists

Jock Wols, MBA

Cyber Risk in the Age of Artificial Intelligence (AI)

Josie Parr, CPA

The Formula for Balancing Profit and Lifestyle

Joy Lutz CPA

Niche Marketing Strategies for Success in Your Firm

Katie Thomas, CPA

Three Keys to Running

Profitable Paid Ads

Kelly Rohrs, CPA

Using Your Community

as a Resource

Kenneth Berrios

Simplify Your WISP and the Tax Security Checklist

Kristen Corey, CPA

Building Your Website Page by Page

Marc Simms, CPVA

Performance Management for Firm Owners and Teams

Mark Wickersham

5 Highly Practical Uses of ChatGPT for Accounting Firms

Michelle Weinstein

Confidently Price & Offer Premium Advisory Services

Renee Daggett, EA

Hiring and Managing

a Virtual Team

Serena Shoup, CPA

Crafting Bookkeeping Deliverables That Matter

Josie Parr, CPA

The Exact Right Price for Your Tax Strategy Services

What to expect at the profitable lifestyle firm summit:

FREE 3-DAY

VIRTUAL EVENT

100% online and flexible, the daily summit schedule will be available on demand so you can watch on your schedule.

EXPERT SESSIONS WITH

INDUSTRY LEADERS

Your free ticket includes access to 18 presentations from our expert speakers who share unique insights into the keys to 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 18 FREE resources from our speakers including templates, e-books, checklists and guides.

DURING THE SUMMIT YOU WILL LEARN...

Expert Methods, Marketing Insights, Technology Trends, Pricing Strategies

DAY ONE

MASTER MARKETING AND NETWORKING IN THE DIGITAL AGE

Dive into the essentials of building an effective online presence, from crafting a captivating accounting website and leveraging social media platforms to mastering Facebook ads and pinpointing niche client segments.

DAY TWO

STAY AHEAd WITH TECHNOLOGY AND COMPLIANCE

Embrace the transformative potential of technology by exploring cutting-edge products while ensuring that you are effectively managing risk and compliance requirements.

DAY THREE

MAXIMIZE YOUR REVENUE & EMPOWER YOUR TEAMS

Unlock new avenues for growth by exploring revenue streams, driving profitability, and enhancing client value, while also mastering team management to expand your earning potential.

DON't MISS OUT! REGISTER TODAY!

DON'T DELAY

MEET YOUR HOST

After putting in years of hard work at top 100 firms, I realized there was an opportunity to create a better way. I founded Josie Parr CPA LLC, a lifestyle firm, that places personal well-being, aligned values, autonomy, and financial independence FIRST.

With a strong emphasis on well-being, I prove that accounting and tax professionals can thrive while staying true to their personal goals. I help my mentees align their values with their work and achieve success and financial independence.

I'm so excited to share this expertise with you, along with our experts at the SUMMIT. Grab your free ticket below and join us!

IT'S YOUR TURN TO...

REDEFINE YOUR SUCCESS!

Ready to ditch those endless hours, high-demand clients, and nerve-wracking deadlines?

18 Industry Experts

On Demand Viewing

Community Networking

Marketing Techniques

Proven Pricing Methods

Developing Tech Trends

Expert Checklists

Free Templates

E-Books and more

Register Today! Don't Miss This FREE Online Event!

By Registering for this event you give Solo Tax Coach LLC permission to email you with updates about the summit and other relevant emails. You may opt-out at any time

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 27th and continues for three days through August 29th. 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 All-Access Pass 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 Q&A with the 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]

If you've still got questions for us or want to chat, please email us anytime [email protected]! We'd love the chance to chat further, no pressure, we promise.