Turn One Existing Client into an Advisory Client, In Just One Session.
The Well-Rounded Accountant
VIP Day
Walk out of this 2-hour session with your next advisory-level client. No chasing.
No price battles.
July 22, 2025 | 2:00 PM - 4:00 PM EST
Turn One Existing Client into an Advisory Client, In Just One Session.
The Well-Rounded Accountant
VIP Day
Walk out of this 2-hour session with your next advisory-level client. No chasing.
No price battles.
July 22, 2025 | 2:00 PM - 4:00 PM EST
Your Next Six-Figures in Advisory Start with Just One Client
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.
Your Next Six-Figures in Advisory Start with Just One Client
In this focused, 2-hour working session, 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.
Why This Works
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.
Why This Works
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. And it leads to paid work now.
Meet Your Facilitators
H. Randy Hughes III
CPA, EA, CTRS, Tax Strategist
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
Profit Psychology & Business Consulting
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.
Meet Your Facilitators
H. Randy Hughes III
CPA, EA, CTRS, Tax Strategist
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
Profit Psychology & Business Consulting
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.
Ask ChatGPT
Hi, I’m Randy.
If you're ready to increase your advisory work, get paid more for the value you provide, and make advisory conversations more comfortable, with clients you already know and trust, you're exactly where you need to be.
This 2-hour working session is built for accountants who already have trusted client relationships—and want to start getting paid for deeper guidance, not just deliverables. It’s a focused, real-time session where we’ll help you move from reactive work into clear, confident advisory conversations that lead to results.
I’ve spent over 20 years in this industry as a CPA, Enrolled Agent, Certified Tax Planning Coach, and Tax Resolution Specialist. I serve on the Intuit Board, lead Counting Pennies LLC, and co-founded Seven Figure Profits®. My focus is helping experienced accountants create even more profits in their firms and transition into solid advisory work, even with the onset of AI.
You don’t need a new degree or a new offer. You need one client, one conversation, and the right structure behind it.
That’s what we’ll build together, in just two hours.
What You'll Walk Away With
This isn’t theory. You’ll leave with one client primed to transition into advisory work with you.
The Right Client, Chosen with Confidence
We’ll pinpoint the one who’s most likely to say yes, pay what you’re worth, and benefit from your insight right away
The Exact Words to Start the Conversation
A message that doesn't sound like ChatGPT, it's natural, it makes your client think and it's not awkward.
Language That Makes Your Value Clear
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 Focused Proposal, Priced with Purpose
A clear, confident proposal that positions you as the financial guide they’ve been looking for, making it easy for them to say yes.
Coaching and Guidance on How to Talk About Your Offer without Selling
You’ll walk into the client call knowing exactly what to say and how to guide the conversation without pressure or sales tactics.
Straight Answers to Real Questions
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.
This session is complimentary for current Well-Rounded Accountant students.
What You'll Walk Away With
This isn’t theory. You’ll leave with one client primed to transition into advisory work with you.
The Right Client, Chosen with Confidence
We’ll pinpoint the one who’s most likely to say yes, pay what you’re worth, and benefit from your insight right away
The Exact Words to Start the Conversation
A message that doesn't sound like ChatGPT, it's natural, it makes your client think and it's not awkward.
Language That Makes Your Value Clear
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 Focused Proposal, Priced with Purpose
A clear, confident proposal that positions you as the financial guide they’ve been looking for, making it easy for them to say yes.
Coaching and Guidance on How to Talk About Your Offer without Selling
You’ll walk into the client call knowing exactly what to say and how to guide the conversation without pressure or sales tactics.
Straight Answers to Real Questions
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.
This session is complimentary for current Well-Rounded Accountant students.
Who Is This For
You’re already delivering great service but want to lead deeper conversations.
You’re tired of being seen as just “the tax person.”
You’re ready to take for your next six figures without needing to overhaul your business or hire a team.
You want the first or next advisory win that leads to more profits.
This is the working session that will help you bring on advisory clients faster—without a full overhaul of your business. It’s a practical shift you can use tomorrow.
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.
This is the working session that will help you bring on advisory clients faster—without a full overhaul of your business. It’s a practical shift you can use tomorrow.
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.
Get Ready for Real Results During the Session
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:
A current client list (printed or digital, your choice)
Look for clients who own their business, have shown interest in advisory business, or typically receive (or likely to receive) large tax bills.
A quiet space to think and write
This is a working session. You’ll want to be able to focus and move with purpose.
Openness to working in real time
We’ll make real progress, live. The more present and engaged you are, the more value you’ll leave with.
Get Ready for Real Results During the Session
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:
A current client list (printed or digital, your choice)
Look for clients who own their business, have shown interest in advisory business, or typically receive (or likely to receive) large tax bills.
A quiet space to think and write
This is a working session. You’ll want to be able to focus and move with purpose.
Openness to working in real time
We’ll make real progress, live. The more present and engaged you are, the more value you’ll leave with.
Copyrights 2025 |
Seven-Figure Profits® | Counting Pennies, LLC