Keep every session. Get every speaker bonus.
Get every session, replays of every live workshop and panel, and 10+ speaker bonuses worth $4,716. Bonuses are available through November 30, 2026.
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Why firm owners upgrade
Great ideas don’t change your firm. Using them does.
There's a lot in three days: a better way to price, a cleaner intake process, a smarter way to spend your own time. The difference between a good summit and a better firm is what happens after.
The Toolkit gives you both halves.
Every session to come back to when you’re ready to make the change, and speaker bonuses that give you a head start instead of a blank page.
Part 1: Access
Every session, on your schedule
Watch what you need, when you need it, as many times as you need it.
Everything, ready now
Every session from all three days is ready to watch. Watch the whole lineup or start with the day that fits your firm.
Every live session, replayed
Irene Seelig’s and Charles Leikauf’s live workshops, Monday’s AI panel, Tuesday’s sponsor panel, Josie’s closing workshop, and Wednesday’s podcast debut panel.
Rewatch when you implement
Rewatch “The Second Set of Eyes” before your first review of the season, or “The Marketing Reset” the day you finally block time for content.
All three days in one place
Your Workflow & Systems. Your Clients, Offers & Pricing. Your Role & Your Firm’s Direction. Go straight to the decision in front of you.
Part 2: Speaker bonuses
10+ bonuses to help you put it to work
Courses, kits, templates, trainings, and memberships from the speakers, chosen for tax and accounting firm owners.
The AI Accountant Accelerator
Get real AI workflows running in your firm, with playbooks your team can use, across 60+ lessons.
Done-for-You Channel Partnership Playbook
50 channel partners in your area, ranked by referral potential, with outreach messages, follow-up scripts, and first-meeting talking points.
Marketing Strategy Builder
Get a marketing strategy built around your firm, so you know where to start building your online presence.
2026 Tax Planning Under OBBBA: Deductions, Thresholds & Timing
A focused session and one-page threshold checklist on which 2026 limits affect your business-owner clients and how to plan year-end conversations.
Get Recommended by AI Blueprint
Find out whether Claude, ChatGPT, and Gemini recommend you when ideal clients ask AI who to hire, then get a blueprint to fix it.
Meet Our AI Employees: What They Actually Do, and the One Thing They Need First
See the AI interns working inside Prowess Project day to day, and the one thing every one of them needs before it works.
The Tax Pro Society through December 31, 2026
Ongoing support for tax firm owners building the practice they want. For tax professionals. New members only.
Dashboard Profit Pack
A step-by-step guide to turning skills you already have into dashboard services clients pay premium rates for.
5 Practical Ways to Improve Your Tax Preparation Workflow
A video on streamlining tax prep and cutting repetitive admin, plus an extended 30-day free trial of Tidyflow.
How to Monetize Notion Templates: VIP Resources
A customizable 1099 Guide & Planner template, a printable client version, and promo posts and reels you can rebrand to sell it.
The AI Client Data Safety Kit for Small Firms
Six ready-to-use pages for safe AI use, including an AI use policy, engagement letter wording, and a before-you-paste checklist.
Over $4,700 in speaker bonuses. Yours for $97.
Get my Toolkit for $97Made for you if
Built for solo and small firm owners
- You run a tax, accounting, or bookkeeping firm, or you’re getting ready to launch one.
- You want to make real changes before busy season, not just collect ideas.
- You learn best when you can pause, rewatch, and take notes.
- You’d rather start from a template or tool than build from scratch.
Picture this
You’re ready to make the change.
You’ve blocked an afternoon to fix your pricing before the busy season hits. You open your Toolkit, rewatch the session that sparked the idea, and open the speaker’s template to start. No searching. No starting from scratch.
That’s what the Toolkit is for: the summit, ready when you are.
Here’s everything you get
The Lifestyle Firm Owner’s Toolkit
SPEAKER BONUSES
FAQ
Have questions? We’ve got answers.
When do I get access?
Right away. You’ll get your login by email as soon as you buy, and every session and live replay is ready to watch.
How long do I have access?
Watch the replays as many times as you want for 12 months from November 2, 2026.
How do I claim the bonuses?
Inside the Toolkit, each bonus has the speaker’s link and any code you need. Claim the ones you want by November 30, 2026. Codes expire after that, and we can’t extend them. Once you claim a bonus, it’s yours. Trials and memberships run for the time listed.
I already have one of the bonuses. Can I get a discount?
We can’t offer discounts. You still get every session, every replay, and every other bonus, and several bonuses are worth more on their own than the Toolkit.
Do you offer refunds?
Because the Toolkit includes digital downloads and resources from several businesses, all sales are final. Have a question before you buy? Email [email protected] and we’ll help.
I have another question.
Email [email protected]. We’ll get back to you within 1 to 2 business days.
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