Join hundreds of other tax practice owners for a one-day event where you'll discover five revenue streams you can add to your practice to increase your revenue (without an increase to your workload) plus a bonus session on how to sell it all.
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A 1-Day Virtual Conference for Tax Practice Owners
A 1-Day Virtual Conference for Tax Practice Owners
Transform Your Tax Practice into a Profit Machine with 5 Scalable Revenue Streams
Transform Your Tax Practice into a Profit Machine with 5 Scalable Revenue Streams
January 29th, 2026
January 29th, 2026
A 1-Day Virtual Conference for Tax Practice Owners
A 1-Day Virtual Conference for Tax Practice Owners
Transform Your Tax Practice into a Profit Machine with 5 Scalable Revenue Streams
Transform Your Tax Practice into a Profit Machine with 5 Scalable Revenue Streams
January 29th, 2026
January 29th, 2026
What Is This?
What Is This?
When Is It?
When Is It?
Thursday, January 29, 2026 starting at 10a ET / 7a PT.
Session Start Time by Time Zone
Session Start Time by Time Zone
- Eastern Time: 10a ET
- Central Time: 9a CT
- Mountain Time: 8a MT
- Pacific Time: 7a PT
Where Is It?
Where Is It?
We'll meet virtually via Zoom. You'll get the link when you register.
Cost?
Free to attend thanks to our sponsors.
Session 1:
How to add a Tax Advisory Revenue Stream w/ Dr. Jackie Meyer
How to add a Tax Advisory Revenue Stream w/ Dr. Jackie Meyer
In this session, Dr. Jackie Meyer, CPA, will break down how firms can add tax advisory as a predictable, scalable, non-seasonal revenue stream—without adding tax prep volume, working more hours, or becoming a tax code encyclopedia.
You will learn how to reposition tax planning as an advisory product, price it based on ROI instead of hours, and implement it using repeatable systems so it scales across clients and staff.
This session is designed for firm owners who want to grow beyond compliance work and build a practice that is more profitable, more balanced, and more valuable long-term.
Session 2:
How to add a CFO Advisory Revenue Stream w/ Adam Lean
How to add a CFO Advisory Revenue Stream w/ Adam Lean
Finally escape the accountant’s trap of trading time for money and join hundreds of financial professionals who have made the transition to offering high-ticket CFO Advisory services. In this training, you’ll discover the proven system for getting CFO Advisory clients and delivering an effective (and efficient!) CFO Advisory service.
Stop being trapped in low-value, compliance-oriented, deadline-driven work. Step into the role of a true CFO Advisor for multiple small business owners—either locally or across the country.
Join hundreds of accountants and bookkeepers who’ve made the shift to high-ticket CFO Advisory and taken back control of their income and time.
In this training, you’ll learn the exact system for winning CFO clients and delivering advisory services that actually move businesses forward.
Session 3:
How to add an IRS Representation Revenue Stream w/ Eric Green
How to add an IRS Representation Revenue Stream w/ Eric Green
With the IRS utilizing automated enforcement tools to pursue more than 11 million non-filers and over 15 million taxpayers owing balances, there has never been a better time to ride the IRS Rep wave and create an entirely new revenue stream for your practice.
In this special session, Tax Rep Network founder Eric Green will review how to add IRS representation to your practice, including finding clients, pricing your services properly, and using proven tools to solve a client’s worst tax nightmare—so you can become their Tax Rep hero and make a lot of money doing it.
BONUS Session 4:
How to SELL High-Ticket Revenue Streams w/ Michelle Weinstein
How to SELL High-Ticket Revenue Streams w/ Michelle Weinstein
In Michelle’s session, she will teach you how to sell high-ticket revenue streams in your tax or accounting firm—so you can work smarter, not harder and gain more freedom.
If you’re tired of trading hours for dollars and feeling like you always need more clients to make more money, here’s the truth: you don’t have a lead problem—you have a pricing and sales problem.
In this presentation, you’ll learn how to SELL high-ticket revenue streams so you can increase revenue, protect your time and energy, and serve clients at a higher level—without working more hours.
If you’re tired of trading hours for dollars and feeling like you always need more clients to make more money, here’s the truth: you don’t have a lead problem—you have a pricing and sales problem.
In this presentation, you’ll learn how to SELL high-ticket revenue streams so you can increase revenue, protect your time and energy, and serve clients at a higher level—without working more hours.
Session 5:
How to add a Reasonable Compensation Revenue Stream w/ Paul Hamann
How to add a Reasonable Compensation Revenue Stream w/ Paul Hamann
In this session, learn how to add a Reasonable Compensation revenue stream to grow your practice. Presented by Paul Hamann, this session sill will highlight how offering Reasonable Compensation can serve as a high-ticket revenue stream for accounting and tax firms. Firm owners who are offering Reasonable Compensation Reports are currently charging $1,000–$2,500 per report.
This session will explain how Reasonable Compensation is not just a compliance requirement, but can be strategic advisory opportunity.
This session will explain how Reasonable Compensation is not just a compliance requirement, but can be strategic advisory opportunity.
Session 6:
How to add a CAS Offering Revenue Stream
w/ Dawn Brolin
How to add a CAS Offering Revenue Stream
w/ Dawn Brolin
Client Advisory Services (CAS) isn’t just another revenue stream — it’s the future of a scalable, profitable, and fulfilling accounting practice. In this session, Dawn Brolin breaks down exactly how to add (or refine) a CAS offering without burning out your team or blowing up your current workflow.
You’ll learn how to identify the right CAS opportunities within your existing client base, package and price services with confidence, and shift from reactive compliance work to proactive advisory conversations. Dawn will share real-world examples, practical frameworks, and key mindset shifts that help firms move from “we should offer CAS” to “CAS is working for us.”
Whether you’re CAS-curious or ready to formalize and scale what you’ve already started, this session will give you the clarity and confidence to take the next step.
Agenda
Agenda
9:45a ET – Opening Reception
Welcome to Profit Machine Live!
Join your host, Adam Lean, as he officially kicks off the day and walks you through what to expect—today’s sessions, speakers, and how to get the most value out of this event designed to help you build smarter, more scalable revenue in your firm.
Length: 15 minutes
Start Time: 9:45a ET | 8:45a CT | 7:45p MT | 6:45a PT
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10:00a ET - How to Add a Tax Advisory Revenue Stream
In this session, Dr. Jackie Meyer, CPA, shares how accounting firms can add tax advisory as a predictable, scalable, year-round revenue stream—without increasing tax prep volume, working longer hours, or mastering every nuance of the tax code. Attendees will learn how to reposition tax planning as a true advisory offering, price it based on client ROI rather than hours, and deliver it using repeatable systems that scale across clients and staff.
Designed for firm owners ready to move beyond compliance, this session shows how tax advisory can create a more profitable, balanced, and valuable practice long-term.
Here’s what you’ll discover:
- Why tax advisory is the highest ROI revenue stream inside an accounting firm today
- The difference between reactive tax planning and a scalable advisory model
- How to price tax advisory based on client outcomes instead of time
- The minimum systems needed to deliver tax advisory consistently across clients
- How advisory smooths cash flow beyond tax season and reduces burnout
This session shows how tax advisory becomes a core component of your Profit Machine—creating predictable, year-round revenue that extends far beyond tax season.
Length: 55 minutes
Start Time: 10:00a ET | 9:00a CT | 8:00a MT | 7:00a PT
Presenter: Dr. Jackie Meyer of Tax Plan IQ
Start Time: 10:00a ET | 9:00a CT | 8:00a MT | 7:00a PT
Presenter: Dr. Jackie Meyer of Tax Plan IQ
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11:00a ET - How to Add a CFO Advisory Revenue Stream
Break free from the accountant’s trap of trading time for money and step into the role of a high-value CFO Advisor. In this session, Adam Lean reveals the proven system used by hundreds of accountants and bookkeepers to attract high-ticket CFO Advisory clients and deliver services that drive real business results—without being buried in compliance work or deadlines.
Attendees will learn how to transition from low-value, transactional services into strategic advisory, helping multiple business owners while regaining control over their income, schedule, and growth.
In this session, you'll learn:
- How to shift away from low-value, time-draining services to premium, scalable offerings
- Proven strategies to position yourself as a trusted advisor
- How to confidently command higher fees and deliver unmatched value
- The business model top firm owners are using to grow revenue and impact without burning out
- How high-ticket advisory creates leverage, freedom, and long-term growth
Learn how CFO Advisory fits into your Profit Machine as a scalable, high-ticket revenue stream that delivers consistent income well beyond tax deadlines.
Length: 55 minutes
Start Time: 11:00a ET | 10:00a CT | 9:00a MT | 8:00a PT
Presenter: Adam Lean of The CFO Project
Start Time: 11:00a ET | 10:00a CT | 9:00a MT | 8:00a PT
Presenter: Adam Lean of The CFO Project
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12:00p ET - How to Add an IRS Representation Revenue Stream
With millions of taxpayers facing IRS enforcement and unresolved tax issues, IRS Representation has emerged as a powerful—and in-demand—revenue opportunity. In this session, Tax Rep Network founder Eric Green explains how firms can add IRS Representation as a profitable, standalone service, from finding clients to pricing engagements and using the right tools to resolve complex tax problems.
Attendees will learn how to help clients through their most stressful tax situations, position themselves as trusted advocates, and build a new revenue stream by becoming the “tax rep hero.”
Here’s what you’ll learn:
Discover how IRS Representation can power your Profit Machine with steady, in-demand work that generates revenue regardless of the tax season calendar.
Attendees will learn how to help clients through their most stressful tax situations, position themselves as trusted advocates, and build a new revenue stream by becoming the “tax rep hero.”
Here’s what you’ll learn:
- Why IRS Representation demand is accelerating right now
- How to identify and attract IRS Rep clients
- Best practices for pricing IRS Representation services
- Tools and resources to resolve complex IRS cases effectively
- How IRS Representation can become a highly profitable practice area
Discover how IRS Representation can power your Profit Machine with steady, in-demand work that generates revenue regardless of the tax season calendar.
Length: 55 minutes
Start Time: 12:00p ET | 11:00a CT | 10:00a MT | 9:00a PT
Presenter: Eric Green of Tax Rep Network
Start Time: 12:00p ET | 11:00a CT | 10:00a MT | 9:00a PT
Presenter: Eric Green of Tax Rep Network
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1:00p ET - Lunch Break
Grab lunch, coffee or simply take a break so you can be refreshed and ready for three more exciting sessions.
Length: 1 hour
Start Time: 1:00p ET | 12:00p CT | 11:00a MT | 10:00a PT
Start Time: 1:00p ET | 12:00p CT | 11:00a MT | 10:00a PT
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2:00p ET - How to SELL High-Ticket Revenue Streams
In this session, Michelle breaks down how firm owners can SELL high-ticket revenue streams without working longer hours or constantly chasing more clients. Attendees will learn why feeling stuck trading hours for dollars is rarely a lead problem—and almost always a pricing and sales structure issue.
This session provides a framework for confidently selling higher-value services that increase revenue, protect time and energy, and elevate the client experience, all without adding more work to your calendar.
Key Takeaways:
This session shows how selling high-ticket offers powers your Profit Machine, helping you grow beyond tax season with scalable revenue streams that reward value over volume.
This session provides a framework for confidently selling higher-value services that increase revenue, protect time and energy, and elevate the client experience, all without adding more work to your calendar.
Key Takeaways:
- Why more leads won’t fix a broken pricing or sales model to close high-ticket services
- How to position high-ticket services with confidence and clarity in sales meetings
- The mindset shifts required to sell high-ticket value packages instead of selling hours
- How high-ticket packages and charging premium pricing will protect your time, energy, and profit margins
- Simple ways to increase revenue without increasing workload
This session shows how selling high-ticket offers powers your Profit Machine, helping you grow beyond tax season with scalable revenue streams that reward value over volume.
Length: 55 minutes
Start Time: 2:00p ET | 1:00p CT | 12:00p MT | 11:00a PT
Presenter: Michelle Weinstein of The Abundant Accountant
Start Time: 2:00p ET | 1:00p CT | 12:00p MT | 11:00a PT
Presenter: Michelle Weinstein of The Abundant Accountant
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3:00p ET - How to Add a Reasonable Compensation Revenue Stream
In this session, Paul Hamann explains how accounting and tax firms can add Reasonable Compensation Reports as a high-ticket, advisory-driven revenue stream. Attendees will learn how these reports—often priced between $1,000–$2,500 per engagement—can move beyond a compliance requirement and become a strategic advisory service for S-Corp clients.
This session is ideal for firm owners looking to increase revenue per client while providing defensible, value-driven guidance that supports long-term client outcomes.
Here’s what you’ll discover:
This session is ideal for firm owners looking to increase revenue per client while providing defensible, value-driven guidance that supports long-term client outcomes.
Here’s what you’ll discover:
- What Reasonable Compensation is and why it matters for S-Corp clients
- How Reasonable Compensation Reports create a high-margin revenue stream
- Typical pricing models and positioning strategies How to frame
- Reasonable Compensation as advisory—not just compliance
- Where this service fits naturally within an existing tax or advisory workflow
See how Reasonable Compensation Reports strengthen your Profit Machine by increasing revenue per client and creating advisory income beyond tax season.
Length: 55 minutes
Start Time: 3:00p ET | 2:00p CT | 1:00p MT | 12:00p PT
Presenter: Paul Hamann of RC Reports
Start Time: 3:00p ET | 2:00p CT | 1:00p MT | 12:00p PT
Presenter: Paul Hamann of RC Reports
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4:00p ET - How to Add a CAS Revenue Stream
Client Advisory Services (CAS) isn’t just another offering—it’s the foundation of a scalable, profitable, and fulfilling accounting practice. In this session, Dawn Brolin breaks down how to add or refine a CAS offering without overwhelming your team or disrupting your existing workflow.
Attendees will learn how to identify the right CAS opportunities within their current client base, package and price services confidently, and shift from reactive compliance work to proactive advisory conversations. Through real-world examples and practical frameworks, Dawn shows how firms move from “we should offer CAS” to “CAS is working for us.”
Here’s what you’ll learn:
- What CAS really includes—and what it doesn’t
- How to identify CAS opportunities within your existing clients
- Proven ways to package and price CAS services
- How to transition from compliance conversations to advisory value
- Practical steps to launch or scale CAS with confidence
Learn how CAS serves as the foundation of a true Profit Machine, delivering scalable, recurring revenue that fuels growth year-round.
Length: 55 minutes
Start Time: 4:00p ET | 3:00p CT | 2:00p MT | 1:00p PT
Presenter: Dawn Brolin of the Designated Motivator
Start Time: 4:00p ET | 3:00p CT | 2:00p MT | 1:00p PT
Presenter: Dawn Brolin of the Designated Motivator
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5:00p ET - Closing Reception
You’ve made it! By now, you should have plans to add up to five income streams to your practice! Let’s celebrate the day with some fun trivia questions and prizes.
Length: 20 minutes
Start Time: 5:00p ET | 4:00p CT | 3:00p MT | 2:00p PT
Learn 5 Revenue Streams in 1 Day
Learn 5 Revenue Streams in 1 Day
Dr. Jackie Meyer
The Tax Advisory
The Tax Advisory
Revenue Stream
Adam Lean
The Productized Advisory
The Productized Advisory
Revenue Stream
Eric Green
The Tax Representation
The Tax Representation
Revenue Stream
Michelle Weinstein
The High Ticket
The High Ticket
Revenue Stream
Paul Hamann
The Reasonable Compensation
The Reasonable Compensation
Revenue Stream
Profit Machine Live! Info
Profit Machine Live! Info
What Is This?
What Is This?
Join hundreds of other tax practice owners for a one-day event where you'll discover five revenue streams you can add to your practice to increase your revenue (without an increase to your workload).
When Is It?
When Is It?
Thursday, January 29, 2026 starting at 10a ET / 7a PT.
Session Start Time by Time Zone
Session Start Time by Time Zone
- Eastern Time: 10a ET
- Central Time: 9a CT
- Mountain Time: 8a MT
- Pacific Time: 7a PT
Where Is It?
Where Is It?
We'll meet virtually via Zoom. You'll get the link when you register.
Cost?
Free to attend thanks to our sponsors.
Registration
Registration
Sponsors
Sponsors
FAQs
FAQs
What is this event all about?
This is a one-day virtual event, just for tax practice owners where six experts will share with you five revenue streams you can add to your practice to increase your revenue (without an increase to your workload)...all so you can turn your tax practice into a profit machine.
Who should attend?
Tax practice owners who want to turn their practice into a profit machine by adding scalable revenue streams that do not require additional staffing or working more hours.
When and where is the event?
Thursday, January 29th, 2026 starting at 10a ET / 7a PT. It’s 100% online—you can join from anywhere. Once you register, you’ll receive an email with the login link and instructions.
What if I can't attend live?
No worries! All sessions will be recorded, and you’ll get access to the replays so you can watch on your own schedule.
What if I don't have any clients yet?
This conference is mainly for existing tax practice owners to turn their practice into a profit machine. However, if you're just starting out (or are thinking about starting a tax practice one day) then you are more than welcome to attend!
Is it really free to attend?
Yes! Thanks to our sponsors (click here to see the list), this is a free event to all accountants and tax practice owners.
What will I learn by attending?
You’ll discover how to:
- How to Add a Tax Advisory Revenue Stream
- How to Add a CFO Advisory Revenue Stream
- How to Add an IRS Representation Revenue Stream
- How to Sell High-Ticket Revenue Streams
- How to Add a Reasonable Compensation Revenue Stream
- How to Add a CAS Revenue Stream
Will there be opportunities to ask questions?
Yes! You’ll be able to interact with speakers, ask questions live, and connect with other attendees.
I have a different question...
Great! Just email us at support@profitmachinelive.com.
Presenter Bios
Presenter Bios
Dr. Jackie Meyer | Tax Plan IQ
Dr. Jackie earned her Doctorate in Strategic Leadership in 2024, complementing her Masters in Accounting & Tax with cutting-edge research in organizational transformation and leadership psychology. Founder of multiple successful ventures including TaxPlanIQ, Concierge Accountant Coaching, and Meyer Tax Consulting, each designed to elevate the accounting profession and empower practitioners.
Website: taxplaniq.com/
LinkedIn: linkedin.com/in/drjackiecpa/
LinkedIn: linkedin.com/in/drjackiecpa/
Adam Lean | The CFO Project
Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind. He currently runs The CFO Project - a training company that turns accountants and bookkeepers into high-earning CFOs for small businesses.
Website: thecfoproject.com
LinkedIn: linkedin.com/in/adamlean
LinkedIn: linkedin.com/in/adamlean
Eric Green | Tax Rep Network
Eric L. Green, Esq. is a nationally recognized tax attorney, educator, and thought leader dedicated to helping both taxpayers and the professionals who serve them. With over two decades of experience guiding clients through the most complex IRS and Department of Justice tax matters, Eric has become one of the most trusted voices in civil and criminal tax representation.
Website: taxrepllc.com/
LinkedIn: linkedin.com/in/eric-green-b63a546/
LinkedIn: linkedin.com/in/eric-green-b63a546/
Michelle Weinstein | The Abundant Accountant
Michelle Weinstein is a seasoned entrepreneur, sales strategist, and founder of The Abundant Accountant. She helps accounting, tax, fractional CFO, and bookkeeping firm owners own their value and confidently sell high-level services without pressure or burnout. Her clients have collectively added over $20 million in additional revenue to their firms, all without working more hours, chasing more clients, or doing anything they didn’t want to do.
Website: theabundantaccountant.com
LinkedIn: linkedin.com/in/michelleweinstein/
LinkedIn: linkedin.com/in/michelleweinstein/
Paul Hamann | RC Reports
Paul is an expert on determining Reasonable Compensation for closely-held business owners. He’s educated more than 100,000 financial professionals on the topic and has been published in numerous national and state journals. When he isn’t in the office, he enjoys spending time with his wife and chocolate lab, hiking Colorado’s back country or paddling its scenic lakes and rivers.
Website: rcreports.com/
LinkedIn: linkedin.com/in/paulrcreports/
LinkedIn: linkedin.com/in/paulrcreports/
Dawn Brolin | The Designated Motivator
Dawn Brolin is a powerhouse in the accounting world, serving as the dynamic CEO of Powerful Accounting Inc. and the passionate leader behind The Designated Motivator. As the founder of Team Brolin and author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn has become a leading voice in transforming accounting practices.
She’s not only a top-notch speaker who lights up industry events and webinars, but also a renowned expert recognized by Insightful Accountant as a 2020 Top Niche Practice ProAdvisor in Forensics, and a multiple-time recipient of Accounting Today’s Top 100 Most Influential People in Accounting.
She’s not only a top-notch speaker who lights up industry events and webinars, but also a renowned expert recognized by Insightful Accountant as a 2020 Top Niche Practice ProAdvisor in Forensics, and a multiple-time recipient of Accounting Today’s Top 100 Most Influential People in Accounting.
Website: powerfulaccounting.com/
LinkedIn: linkedin.com/in/dawnbrolin/
LinkedIn: linkedin.com/in/dawnbrolin/
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Copyright 2026 - Profit Machine Live!
Copyright 2026 - Profit Machine Live!