New for 2025 - Summit Sponsorships

for small tax and accounting firm owners

August 26, 2025 - August 28, 2025

Sponsor Application Page

Get your offer in front of over 1,000+ small firm owners in the bookkeeping, accounting and tax industry that are tired of the typical "public accounting grind" and are ready to take actionable steps to build a profitable lifestyle firm.

We are offering a limited number of sponsorships to our speakers for the 3rd Annual Profitable Lifestyle Firm Summit taking place on:

📅Tuesday August 26th - Thursday August 28th, 2025

Why Sponsor the Profitable Lifestyle Firm Summit?

Audience Fit

You will be front and center, prominently featured in our marketing materials to small firm owners in the accounting and tax industry

Stats

Last year we had almost 1,400 registered attendees and we are targeting a 50% increase (at minimum) in attendees for 2025. Our past summit All-Access Pass Opt-In conversion rate exceeds other B2B summit industry stats by almost 100%!

Lead Generation

No launching necessary, your service or offer will be in front of the right people in our industry, including the opportunity to add hundreds to your email list.

Sponsorship Opportunities

Our sponsorships are designed to focus on impact and reach without unnecessary "gimmicks"

LIVE WORKSHOP SPONSOR

$1,500

0 of 3 Spots Remaining

  • Prominent Logo Placement: Logo featured on the summit website, registration page and sponsor page

  • Featured in All Summit Emails: Logo placement, with link, in summit emails to all registered attendees (before, during and after the event)

  • Opportunity to Lead a Live Workshop Session for All Attendees: The workshop topic should meet the summit goals of balancing lifestyle and profit in a small tax or accounting firm. The replay will be included and featured with the All-Access Pass offer.

  • Workshop Featured in Daily Schedule Email and Website Schedule: Listed as featured live workshop on your scheduled day

  • One Email to Solo Tax Coach List: An email sent to the Solo Tax Coach email list with an offer or product of your choice. Email to be sent post summit, between September 2025 and December 2025, excluding the week of Black Friday.


  • 50% Affiliate Commission: A 50% commission for attendees that purchase the All-Access Pass through your affiliate link.

HIGHLIGHTED SPEAKER SPONSOR

$500

2 of 6 Spots Remaining

  • Logo Placement: Logo on the summit website, registration page and sponsor page

  • Highlighted Speaker Section: Designated as a featured speaker and highlighted on the summit registration page and speaker page for your scheduled day

  • Featured Speaker in Daily Schedule Email: Listed as featured speaker on your scheduled day

  • 50% affiliate commission for attendees that purchase the All-Access Pass through your affiliate link.

Apply to be a sponsor today!

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