August 27 - August 29, 2024

Call for Coaches, Consultants, and Experts that help small tax and accounting firm owners.

Are you an industry expert, trailblazer, or visionary? Do you have valuable insights, strategies, and inspiring stories to share with CPAs, EAs, Accountants, and Bookkeepers who are seeking to help firm owners balance profitability and freedom to achieve their personal lifestyle goals?

We are looking for speakers who can deliver compelling presentations on a range of topics related to creating and running a lifestyle firm, personal empowerment, work-life balance, business strategies, and more.


The Profitable Lifestyle Firm Summit is a free 3-day event that will help small accounting and tax firm owners balance profitability and freedom to achieve their personal lifestyle goals.
At the end of this remarkable event, attendees will have gained valuable insights from our expert speakers. They will now be well-equipped to develop a personalized empowerment plan that resonates with their business, plus their personal values and goals.
Get ready for an engaging event that launches attendees onto an exciting path toward success, tailor-made to their unique firm vision!

Reasons to Speak at the
Profitable Lifestyle Firm Summit

The summit will center on four themes

Design, plan, and build a lifestyle firm by learning the essential steps to craft a strong professional identity. Gain insights into establishing firm boundaries and adopting a mindset tailored to entrepreneurs.

Discover effective strategies to leverage relationships, network with colleagues, and establish valuable partnerships. Learn the art of asking for referrals and explore effective marketing techniques.

Embrace the transformative potential of technology by exploring innovative products while ensuring that you are effectively managing risk and compliance requirements.

Unlock new avenues for growth by exploring revenue streams to drive profitability, enhance client value, and continue expanding your earning potential with strategic techniques and innovative approaches to amplify your results.

If you have expertise on any of these topics, apply to speak!

Key Dates and Requirements

Important Deadlines

Speaker Requirements

Frequently Asked Questions

  • Prepare and Record One Interview/Presentation: By the submission date, you’ll need to create and record an engaging interview or presentation related to your area of expertise. The presentation format can be slides, no slides (just you talking), a mixture of the two or an interview-style presentation. We want you to shine and share your knowledge with our audience in the way that works best for you!

  • Include a Free Resource:  We ask that you offer a free resource or tool that directly relates to your presentation.  Examples include: a quick template, a list of action steps or a checklist. If you need help brainstorming, reach out to us and we can work together to come up with an idea.

  • Attend the Speaker Kickoff Call: Mark your calendar for August 26, 2024, at 11:00 AM EDT. We’ll have a kickoff call where we’ll discuss important details, answer questions you may have, and get everyone excited about the summit.  This will be available on replay for those that are unable to attend.

  • Promote the Summit to Your Audience: During the designated promo window, we request that you help us spread the word about the Profitable Lifestyle Summit. Share it with your audience, whether through social media, newsletters, or any other creative means. We will provide promo materials including: email copy, social media copy, and social media graphics to make it easy for you to promote.

  • Bonus Opportunity: To enhance the interactive experience for attendees, we encourage speakers to participate in the live pop-up Facebook group. There will also be additional opportunities to network and interact with guests, we will let you know about those closer to the summit date.

  • Reach a Larger Audience: The summit will open doors to audiences you may have never reached before. It lets you expand your reach, build your list, and gain recognition from both new audiences and fellow experts.
  • Industry Exposure: Participating in the summit also means getting extra exposure among your peers in the industry.
  • Grow Your List: Another perk is that your free resource will help you grow your email list.
  • All-Access Speaker Pass: You’ll have unlimited access to all the presentations, interviews, workshops, and valuable content shared during the event.

The summit is FREE for all attendees and pre-recorded interviews/presentations will be released according to our daily schedule. Each presentation/interview will be available on-demand on the scheduled summit date for 48 hours. Attendees will have the opportunity to extend their access by upgrading to an All-Access Pass.  

Yes! There will be an affiliate program for the All-Access Pass offered within the event.  You have the opportunity to receive a commission for sales you refer to the event.  Affiliate commission will be 40% of direct sales from the events.  Speakers who contribute a premium bonus to the All-Access Pass will receive a 50% affiliate commission.

The All-Access Pass will include premium bonuses from the speakers that choose to participate. This is an extra that helps add to the overall value of the All-Access Pass.  The bonus can be an existing item or a newly created item and include things like:

  • Templates
  • Workbooks
  • Courses (big or small)
  • 1-Month Memberships
  • eBooks
We cannot accept freebies or percentage-off offers as a premium bonus.

Note: We do not recommend 1:1 offers as we sold hundreds of All-Access Pass bonuses during our last summit.

Anyone who does contribute a premium resource will get a 50% affiliate commission on sales, rather than 40%.  It’s also an opportunity to collect hundreds of extra email addresses as attendees claim your bonus.

Information for these resources is due on August 1, 2024.  You’ll receive a questionnaire to fill out closer to that time to make passing the information to us simple and easy.

Absolutely, if you have a topic suggestion or know another expert that should be considered as a speaker, please reach out to us at

After putting in years of hard work at top 100 firms, I realized there was an opportunity to create a better way. I founded Josie Parr CPA LLC, a lifestyle firm, that places personal well-being, aligned values, autonomy, and financial independence FIRST.

With a strong emphasis on well-being, I prove that accounting and tax professionals can thrive while staying true to their personal goals. I help my mentees align their values with their work and achieve success and financial independence.

Now, as a mentor, I guide accounting professionals in building their own lifestyle firms, empowering them to create fulfilling paths forward.

Have questions? Contact us at