The Lifestyle Firm Owner's Toolkit

Do You Want the Complete Summit Experience?

The LIFESTYLE FIRM OWNER'S TOOLKIT

The Advantage You Need to Build a Profitable Lifestyle Firm

From Learning to Leveraging

What's Included:

Early Access to the Presentations and Premium Resources

Unlimited Access to all 18 Speaker Presentations

Replay Access to the Live Summit Workshops

Replay Access to the Live Speaker Q&A Panels.

14 Exclusive Speaker Bonuses including workshops, mini-courses, templates, guides, memberships and more

$2,500+ of extras to take your firm to the next level

DON'T MISS OUT ON GETTING VIP ALL ACCESS!

GET YOUR TOOLKIT FOR ONLY $97

Here's What's Waiting for You Inside

The Lifestyle Firm Owner's Toolkit

Exclusive Speaker Bonuses

Privacy and Security Guide: Using AI (LLMs) in an Accounting Firm

from Mark Wickersham

$147 Value

30 Day Membership to Take Your Life Back, Tax Pro

from Brenda Cannon

$197 Value

AEO Content Tracker

from Kristen Corey

$97 Value

Storytelling Social Media Prompts

from Bianca Smith

$67 Value

Holistic Wealth Financial Planning - Live Workshop (Replay Available)

from Laura Lynch

$97 Value

60 Day Membership

The Tax Pro Society

from Josie Parr

$94 Value

In Depth Keeper Training Video Series

from Kelly Rohrs

$89 Value

Podcast Startup Workshop - Live Workshop (Replay Available)

from Samantha Besnoff

$97 Value

Fractional CFO Starter Pack

from Charles Leikauf

$27 Value

Easy Bookkeeping Tracker White Label Digital Product Bundle

from Grace Costa

$62 Value

3 Month Membership - Attract and Close High-Value Clients Accelerator

from Irene Seelig

$588 Value

Stress-Free Tax Season: The Ultimate Tax Season Client Communication Plan

from Jamie Gruol

$197 Value

Low Cash No Cash Tax Strategies for SMB Clients - Live Workshop

(Replay Available)

from Josie Parr

$297 Value

Watch Cloud Cybersecurity 30 Day IRS Compliance Package

from Kenneth Berrios

$500 Value

Plus

Early Access on the First Day of the Summit at 8:00 am ET
Unlimited Continued Access to all 18 Presentations
Replay Access to all (3) Exclusive Live Workshops
Replay Access to the Live Speaker Q&A Panels

$997 Value

This toolkit is your all access pass to the summit!

THE LIFESTYLE FIRM OWNER'S TOOLKIT

If you bought these amazing resources individually, you'd pay over $2,000

The Lifestyle Firm Owner's Toolkit gives you proven profit-boosting strategies, ready-to-use templates, and step-by-step trainings designed for small tax and accounting firm owners who want to grow revenue without adding more hours

Get THE TOOLKIT TOdAY

FOR $97!

Your summit all access pass

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 26th, 2025.

How do I access the bonuses?

At 8:00 AM EDT on August 26, 2025, 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, 2025. 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 is only available for a limited time. After that the Lifestyle Firm Owner's Toolkit (formerly the All-Access Pass) 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 Toolkit 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!