July 22, 2025 working session has ended
In this focused, 2-hour working session, held in an intimate small private group, we’ll help you pinpoint the ideal client you already work with, show you exactly how to transition them into a high-value advisory relationship, equip you with the language, strategy, and confidence to make it happen from one day.
This 2-hour working session gives you exactly what you need to start working with more clients in an advisory capacity without overhauling your firm, burning more hours, or second-guessing your value.
Most “advisory” programs start with platforms, systems, or marketing.
That’s backwards.
This starts with one client you already have.
It’s personal. It’s specific. In an intimate private group. And it leads to paid work now.
Randy Hughes is a CPA, Enrolled Agent, Certified Tax Planning Coach, and co-founder of Seven-Figure Profits®. With over 20 years of experience, he helps accountants shift from traditional compliance work into high-value advisory roles, without needing a new offer or more credentials.
Randy understands that many accountants are sitting on untapped opportunity. They have trusted client relationships but aren’t yet getting paid for the deeper guidance they’re already giving. His work helps them turn everyday conversations into profitable advisory moments, confidently and comfortably.
Through his proven frameworks and live working sessions, Randy teaches professionals how to stop reacting and start advising, making space for greater profits and a more fulfilling practice. He’s known as the “CPA Your CPA Goes To,” and his clients trust him to help them navigate growth, AI shifts, and advisory pricing with clarity and ease.
Renèe Hughes is a Profit Psychology expert and co-founder of Seven-Figure Profits®. She helps high-performing accountants and financial professionals escape the hidden burnout that often shadows success.
Renèe reveals that burnout isn’t just about overwork—it’s often a disconnect between financial goals and personal values. Her work helps professionals identify “financial burnout” and create lasting success by aligning mindset, money, and mental health.
Through her seven principles of Profit Psychology, Renèe empowers high earners to replace money guilt with purposeful profit and build businesses that bring both peace and prosperity.
This isn’t theory. You’ll leave with one client primed to transition into advisory work with you.
We’ll pinpoint the one who’s most likely to say yes, pay what you’re worth, and benefit from your insight right away
A message that doesn't sound like ChatGPT, it's natural, it makes your client think and it's not awkward.
In today’s AI-driven world and unpredictable economy, people are more skeptical than ever about where to invest their time and money. We’ll work with you to shape a clear, confident story, why your client’s business needs advisory support, what’s at stake if they don’t have it, and why you’re the right one to guide them.
A clear, confident proposal that positions you as the financial guide they’ve been looking for, making it easy for them to say yes.
You’ll walk into the client call knowing exactly what to say and how to guide the conversation without pressure or sales tactics.
You’ll have the opportunity to work with us during the session—and you'll also get one follow-up email conversation afterward to make sure all your questions are answered.
You’ve built the relationship. Now it’s time they see your full value and pay for it. Let’s build the win that starts everything.
To make the most of your VIP Day and walk out with a real client primed for advisory, here’s a simple but important step to take beforehand:
Look for clients who own their business, have shown interest in advisory business, or typically receive (or likely to receive) large tax bills.
This is a working session. You’ll want to be able to focus and move with purpose.
We’ll make real progress, live. The more present and engaged you are, the more value you’ll leave with.
© 2025 | Counting Pennies, LLC | The Well-Rounded Accountant
