THE 2024 PROFITABLE LIFESTYLE FIRM SUMMIT HAS ENDED.
If you missed the summit, you can still get instant access!
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!
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
Your Instant Access Includes:
18 EXPERT PRESENTATIONS
Access to 18 presentations from our expert speakers
REPLAY Q&A EXPERT PANELS
Replays of the daily speaker Q&A Panels with insights from the experts.
PRIVATE SUMMIT COMMUNITY
A private Facebook group to connect with speakers and firm owners
BONUS EXPERT RESOURCES
FREE resources from our speakers including templates, e-books, and more
Plus over a dozen premium speaker bonuses:
5 Highly Practical Uses for ChatGPT Including Exclusive Summit Prompts from Mark Wickersham (Value $149)
How to Find and Start Conversations with Ideal Clients from Katie Thomas (Value $197)
Website Design for Beginners Including the SEO Setup Checklist from Kristen Corey (Value $45)
20 Social Media Templates for Financial Professionals from Bianca Smith (Value $67)
Stress Free Tax Season - Ultimate Communication Plan Masterclass from Jamie Gruol (Value $197)
Key Performance Indicators Firm Owners Should Track from Renee Daggett ($97)
60 Day Membership to the Tax Strategy Collaborative from Josie Parr (Value $94)
Elevate Your Automated Scheduling with Calendly - Mini-Course from Kelly Rohrs (Value $77)
Tax Return Review Masterclass (Live and Replay) from Jessica Smith (Value $97)
Fractional CFO Sales Mastery Training: How to Sell Fractional CFO Services from Charles Leikauf (Value $497)
Reviewing Your Team's Bookkeeping Work - Mini-Course from Serena Shoup (Value $497)
E-Book Cybersecurity Essentials for Accounting and Tax Professionals from Kenneth Berrios ($127)
Live Interactive Subscription Pricing Workshop for Tax Strategy Services from Josie Parr (Value $297)
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!
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.
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
frequently asked questions
Have Questions? We've Got Answers!
How long will I have access to the summit presentations?
Your ongoing access to the replays will be available in our program area and will continue as long as the summit program area exists.
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 benefit from the summit?
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, 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.
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