In early November, firm owners are planning their year and getting ready for what's ahead, with time still left to put new ideas into practice.
The 4th annual Profitable Lifestyle Firm Summit brings solo and small tax and accounting firm owners together for three free, virtual days of practical sessions they can use right away.
As a speaker, you'll teach one focused session, grow your list with a free resource, and, if you'd like, earn commission on every Toolkit sold through your link.
Presented by Solo Tax Coach
Tell us your topic, which day it fits, the one decision it helps a firm owner make, and what makes it realistic for a solo owner or small team. Applications are reviewed as they come in, so earlier is better.
Apply to SpeakApplications close Wednesday, October 14
Questions? Email [email protected]
This summit is about building a more profitable firm that supports the life you want. Every session helps solo and small firm owners make better decisions about what shapes their firm: who they serve and what they sell, what they charge and how they deliver, and where they spend their own time. AI and other tools come in where they make that work easier. Here's how sessions come together.
A decision, a skill, or a process a firm owner can put to work right away.
Share the AI tips or processes you actually use for this work, so attendees see how it fits in a real firm. If AI isn't part of your topic, that's fine. It's not required.
Speak to solo owners and small teams at every experience level, with examples they can apply without a big staff or budget.
Each day has a theme and a set number of sessions, so your session builds on the ones around it. Place your session by the main decision it helps an owner make. The topics below are examples.
How the work gets done, so tax season runs on process instead of the owner's evenings.
Who you serve, what you sell, and what you charge for it.
Where the owner spends their time, and what the firm becomes around that.
Live: speaker panel with attendee Q&A
What decision will this help a firm owner make differently, and how will that improve the firm or their life?
Attendees run tax, accounting, and bookkeeping firms of every kind. Your session should help them whether or not they ever offer advisory services.
A more profitable firm doesn't have to mean more clients, more team, or more hours. Show owners how to decide what they actually want.
Save your offer for the end, with up to 2 minutes to point attendees to your free resource and next step.
CPAs, EAs, tax pros, accountants, bookkeepers, and newer firm owners running solo and small practices. More than 1,300 registered in 2025.
Pick the format that fits your topic best, and note it on your application.
Attendees finish a specific task or project by the end of the session.
One concept or technique, with clear steps to apply it in the firm right away.
Trends, case studies, or best practices that help owners make an informed decision.
The summit is free for 48 hours each day. Attendees who want to keep watching can buy the Lifestyle Firm Owner's Toolkit, which includes replays of every session plus the speakers' premium bonuses. Speakers can choose to earn a share of every Toolkit sold through their link. It's entirely optional. You can skip it and still promote with a plain link.
30%
Opt in and you'll get a personal affiliate link. You earn 30% of each Toolkit purchased through it. Add it to the promo kit emails and social posts we provide, and the promotion you're already committed to earns commission.
40%
Toolkit buyers sign up with you to claim your bonus, so every sale adds a new subscriber to your list, whether or not you take commission. If you're an affiliate, your rate also rises to 40%.
Once you're accepted, your spot is held while you send in two sets of materials. We'll send reminders along the way.
Within 3 days of acceptance
Session title, bio, headshot, and your premium bonus title and value (if contributing), so we can add you to the summit page and promo graphics.
By Monday, October 19
Your recording, free resource link, and bonus delivery details.
If anything isn't received by October 19, your session won't be included in summit marketing and promotional materials, and may not be included in the summit.
Every session is prerecorded, and there are two ways to connect with attendees live.
An optional live panel on Wednesday, November 4, where speakers answer attendee questions in real time. Open to every accepted speaker. We'll share details after acceptance.
Live workshops are offered through a separate sponsor application, and a limited number are available.
See Sponsorships
Meet your host
I'm the founder of Solo Tax Coach, and I love helping tax firm owners get paid for what they know and build firms that fit their lives.
I'm a firm owner too. In 2019, I opened my own advisory-only firm offering subscription tax strategy to small businesses. I tripled my first-year revenue targets while working part-time, and I still run that firm today, with plenty of time left for travel and new adventures with my family.
Some of the best ideas in my own firm came from other owners sharing what worked for them. That's why I started this summit, and I'd love for you to be part of it.
Applications close Wednesday, October 14.
Apply to SpeakYour Firm. Your Rules.™