EVENT DESCRIPTION
THIS IS A MEMBER ONLY EVENT. NEW MEMBERS CAN REGISTER AFTER JOINING.
Running a solo or small firm is rewarding—but it can also feel overwhelming. Long hours, pricing struggles, and the pressure to keep up with new technology can leave even the most dedicated professionals stretched thin.
That’s why we created the Business Builders Connection Conference (BBCC), formerly the Solo—an exclusive event designed for accountants, CPAs, tax professionals, bookkeepers, and financial advisors who own their own practices or are contemplating leaping to entrepreneurship.
Your registration includes two nights at the Hyatt Regency Chesapeake Bay Golf Resort, Spa, and Marina, plus all meals prepared by the resort’s chefs. This all-inclusive experience ensures you can focus entirely on learning, networking, and recharging.
At BBCC, you’ll move beyond theory into hands-on workshops led by some of the most innovative thought leaders in the profession, including JJ the CPA, Jody Padar (The Radical CPA), Erin Elliott Ustaoglu, and Byron Patrick, CPA.
Day 1 – Kickoff & Inspiration
Opening Keynote: How to Reverse Engineer Your Practice
Led by JJ the CPA
What You’ll Learn: A proven framework to restructure your practice from the ground up. JJ helps you set boundaries with clients, reclaim personal time, and design a business that supports—not consumes—your life.
Why It Matters: Many solo and small firm owners feel trapped in long hours and constant client demands. This session provides actionable steps to regain control and achieve balance without sacrificing revenue.
AI and Ethics in Tax Practice
Led by Byron Patrick, CPA
What You’ll Learn: Explore the opportunities and risks of using AI in tax and accounting work, including compliance, client confidentiality, and responsible adoption.
Why It Matters: With AI tools rapidly changing the industry, professionals must understand how to leverage technology ethically while protecting clients and staying ahead of regulatory requirements.
Day 2 – Deep Dives & Rotations
Radical Pricing: Relay Your Value, Increase Your Fees, Future-Proof Your Firm
Led by Jody Padar, “The Radical CPA”
What You’ll Learn: How to shift from hourly billing to value-based pricing, confidently communicate your worth to clients, and strategically raise fees.
Why It Matters: Too many practitioners undercharge for their expertise. This workshop equips you to stop competing on price, attract the right clients, and build a more profitable practice model.
Vivid Vision: Align Goals, Inspire Teams, Build a Thriving Practice
Led by Erin Elliott Ustaoglu
What You’ll Learn: A structured approach to creating a vivid vision for your business—clarifying long-term goals, inspiring your team, and aligning daily work with your bigger purpose.
Why It Matters: Without a clear vision, practices often grow reactively instead of strategically. This workshop helps you design the future of your firm so you can scale with intention and lead with confidence.
Day 3 – Action Planning & Closing
Action Planning Session
What You’ll Learn: Guided exercises to take everything you’ve learned and translate it into a step-by-step implementation plan tailored to your practice.
Why It Matters: Too often, conference inspiration fades once you’re back at the office. This session ensures you walk away with a concrete roadmap to put new strategies into motion immediately.
EVENT OBJECTIVE
You won’t just leave inspired—you’ll walk away with a custom action plan to:
• Reclaim your time while serving clients at the highest level
• Confidently increase your pricing by communicating your value
• Design a clear vision that sets your firm up for long-term growth
• Ethically implement Artificial Intelligence in your practice to become more efficient
