PROFITABLE LIFESTYLE FIRMSummit 2026 Apply to Sponsor

Presented by Solo Tax Coach

Put your business in front of the firm owners who make the decisions

The Profitable Lifestyle Firm Summit is a free, three-day virtual event for CPAs, EAs, tax pros, accountants, and bookkeepers who own solo or small firms. Now in its 4th year, it helps owners make the decisions that shape a more profitable firm and a better life.

Summit
November 2–4, 2026
Format
Free and virtual
Year
4th annual

Apply to sponsor

Apply to Sponsor

Applications close Wednesday, October 14.

Spots are limited.

Sponsorship opportunities

Two ways to get involved, both designed to put your work in front of the right people.

Live Workshop Sponsor

$2,500

Limited to 3 spots

Lead a live workshop for summit attendees on Monday or Tuesday.

  • A live workshop on your scheduled day, with attendee Q&A
  • Option to add a prerecorded session on a different topic
  • Your logo on the registration page, the sponsor page, and in the footer of every summit email
  • Featured in the daily schedule email on your day, with your free resource and summit-only offer
  • One dedicated email to the Solo Tax Coach list, sent between mid-November and the end of December (excluding Black Friday week)
  • Your workshop replay included in the Lifestyle Firm Owner's Toolkit
  • 50% affiliate commission on Toolkit sales through your link

Spotlight Speaker

$600

Limited to 5 spots

Give your prerecorded session extra visibility.

  • Listed first in your day's session lineup
  • A Spotlight badge on your session listing on the registration page
  • Featured in the daily schedule email on your day, with your free resource and summit-only offer
  • Your logo on the sponsor page
  • 50% affiliate commission on Toolkit sales through your link (up from 30–40% for regular speakers)
Apply to Sponsor

Questions? Email [email protected].

Why sponsor

Built for decision-makers.

The summit is designed for owners of solo and small firms, the people who decide which tools, services, and partners their firm uses.

A growing audience.

More than 1,300 people registered for last year's summit, and this is our 4th year bringing solo and small firm owners together.

The right moment, and the right day.

Early November is when owners are setting up for the season ahead. Each day has a theme (Your Workflow & Systems on Monday, Your Clients, Offers & Pricing on Tuesday), so your session reaches the people who came for that topic.

Grow your own list.

Share a free resource with attendees through your own opt-in page, and connect with people who are interested in your work.

How it works

  1. Apply by Wednesday, October 14Spots are limited, and we'll confirm your spot and day once you're accepted.
  2. Within 3 days of acceptanceSend your session or workshop title and description, logo, bio, and headshot.
  3. By Monday, October 19Send your free resource, summit-only offer details, and any prerecorded session recording.
  4. Wednesday, October 21You'll receive the promo kit with swipe copy and graphics.
  5. Friday, October 30Join the optional kickoff call. It's recorded if you can't make it.
  6. November 2–4The summit.

Let's put your work in front of the right people

Applications close Wednesday, October 14. Spots are limited.

Apply to Sponsor

Questions? Email [email protected].

Your Firm. Your Rules.™