SUMMIT STARTS in...

YOUR FIRM. YOUR RULES.

Master the Art of Balancing Profitability and Freedom

at the Profitable Lifestyle Firm Summit.

Let's Redefine Your Success!

A FREE VIRTUAL EVENT FOR SMALL TAX AND ACCOUNTING FIRM OWNERS

August 29th - August 31st, 2023

What to expect at the profitable lifestyle firm summit:

Our summit is designed to shift your firm from the traditional expectation of long hours, demanding clients and stressful deadlines to a profitable, sustainable business that allows for freedom and autonomy.

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 presentations from 19 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.

Ready to Learn From the Experts?

Meet Our Speakers

Alex Davis, CPA, CFP

Financial Empowerment Coach

Alyssa J Dillon

Marketing Strategy Expert

Berkley Sweetapple, Esquire

Legal Expert

Danielle Hoffer, SPHR

Human Resources Expert

Jamie Gruol

TaxDome Power User/SOP Expert

Jennifer Peek, CPA

Fractional CFO/ CFO Mentor

Jessica Smith, EA

Tax Resolution Expert

Josie Parr, CPA, MST

Tax Strategist and Coach

Laura Lynch, CFP

Financial Advisor

Lynne Breil, CSP

Author and Speaker

Mark Wickersham, FCA

Author, Speaker, Pricing Expert

Meagan Hernandez

Business Coach for Bookkeepers

Penny Rose, CPA

Podcast Guest Expert

Stephen Vono

Risk Management Expert

Tasha DaCosta

Web Design Expert

Dawn Sizer, CEO

IT Security Expert

Corrin Woodard, CPA

Tax Coach for Bookkeepers

Tammy Pereira

Ads & Marketing Expert

Grace Costa, CEO

Social Media Marketing Expert

HERE ARE THE DETAILS

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 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

Unlock new avenues for growth by exploring revenue streams to drive profitability, enhance client value, and continue expanding your earning potential with strategic techniques and innovative approaches to amplify your results.

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.

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 29th and continues for three days through August 31st. 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 you 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 support@solotaxcoach.com

IT'S YOUR TURN TO...

REDEFINE YOUR SUCCESS!

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

19 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

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