PROFITABLE LIFESTYLE FIRM SUMMIT

ALL-ACCESS PASS

PURcHASE YOUR ALL-ACCESS PASS TODAY

GET YOUR PASS FOR ONLY $97

ACCESS TO 18 PRESENTATIONS

from top industry speakers, PLUS:

  • Unlimited Replays of all of the recordings on-demand in your private member area so you can get what you need WHEN you need it (because we are all at different stages in our businesses) (Value $997)

  • 5 Highly Practical Uses for ChatGPT Including Exclusive Summit Prompts from Mark Wickersham (Value $149)

  • How to Find and Start Conversations with Ideal Clients without Spending a Dime! 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)

PROFITABLE LIFESTYLE FIRM SUMMIT

ALL-ACCESS PASS

Early Access

Access to all of the speaker presentations and premium bonuses when the summit begins at 8:00 AM EDT on August 27, 2024

Unlimited Replay

All of the recordings, including the speaker Q&A, on-demand in your private member area so you can get what you need WHEN you need it

Premium Bonuses

Exclusive speaker offers including Workshops, Courses, Training, Templates, Done for You Content, and Membership Offers

Featuring 18 Industry Experts

Get Your All-Access Pass for Unlimited Replay Access to the Presentations from Top Industry Leaders Who Will Show You How to Master Profitability and Keep Your Life in Balance!

DON'T MISS OUT

Get THE ALL-Access PASS FOR THE SUMMIT!

Here's what's included:

  • Early Access to Presentations

  • Unlimited Replays for all presentations and Q&A Sessions

  • 5 Highly Practical Uses for ChatGPT - Prompts

  • Find and Start Ideal Client Conversations Without Spending a Dime!

  • Reviewing Your Team's Bookkeeping Work Mini-Course!

  • Website Design Guide and SEO Checklist

  • Social Media Templates for Finance Pros

  • Stress Free Tax Season Masterclass

  • KPI's Firm Owners Should Track

  • Elevate Your Scheduling with Calendly Mini-Course

  • 20 Social Media Marketing Templates for Finance Pros

  • 60 Day Membership to The Tax Strategy Collaborative

  • Tax Return Review Masterclass

  • Fractional CFO Sales Mastery Course

  • Interactive Subscription Pricing for Tax Workshop

Get ACCESS!

GET YOUR PASS TOdAY FOR $97

frequently asked questions

You've got Q's?

We've got A's.

When will I get access to everything?

As soon as you purchase, you will receive a link for your course login. Access to all presentation videos, links and bonuses listed on this page will be available in the course at 8:00 AM EDT on August 27th, 2024.

How do I access the bonuses?

At 8:00 AM EDT on August 27, 2024, the course will share a link and coupon code to use on the speaker's website. This will allow them to send you the info you'll need for accessing and making the most out of their summit bonus.

After logging in to the Profitable Lifestyle Summit, take a few minutes to go through and decide which bonuses you want.

Be sure to claim all the bonuses you want by September 30, 2024. After that, the coupon bonus codes will expire, and we are not able to give extensions.

I saw this listed at a different price. Is this the same thing?

Yes, it is the same. The Early Summit Pricing you see on this page is only available today. After that the price will go up to $97.

I already have one or more of the speaker resources. Can I get a discount?

We are not able to offer discounts, but know that you are getting value, even if you already have one of the speaker bonuses. The value of the Summit All Access Pass is there, even if you only signed up for 2-3 of the speaker bonuses, you’d still be saving compared to buying them at regular price! 

Do you offer refunds?

Due to the digital nature of the product and the fact that it contains instant downloads and material from multiple businesses, we are not able to offer refunds for any reason. Please look through all the details before you purchase and email [email protected] with any questions you have!

I have other questions?

No problem! Send an email over to [email protected] and we'll get back to you within 1-2 business days

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

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