THE WELL-ROUNDED ACCOUNTANT is for accounting professionals who want to build and grow their own business in months, not years.
Yes. Part-time.
Of course it took work, but I found a way to do it as simply as possible so I could reclaim my time to do other things I love like volunteer work and traveling.
Now, I help others build businesses they love to over 100k+ without a lot of extra work.
Get a head start with The Well-Rounded Accountant program,
which can help you navigate how build and grow your accounting business and reclaim your time.
THE WELL-ROUNDED ACCOUNTANT is a fast paced coaching mentorship program that includes:
June 3, 2025
You’ll learn how to automate repetitive tasks, streamline client communication, and install workflows that free up actual hours — not just in theory. Most CPAs in the program reclaim 10–20 hours a week within 90 days. No more 70-hour weeks just to keep up.
We’ll help you shift from tax prep and bookkeeping to monthly advisory services your clients actually want — like cash flow forecasting, tax strategy, or virtual CFO support. You’ll get templates, pricing models, and messaging to position and sell these services with confidence.
Whether you’re already solo or thinking about it, we’ll show you how to design a practice that doesn’t depend on constant hustle. You’ll set up systems, packages, and client onboarding processes so your firm runs smoothly — even when you’re not glued to your desk.
You’ll get expert-led burnout recovery tools designed specifically for CPAs — from stress-regulation techniques to boundary-setting scripts for clients. This isn’t fluffy wellness talk. It’s real strategies to help you stay focused, feel human again, and avoid hitting the wall during every tax season.
High-Impact Tools, Training & Support to Elevate Your Firm
CORE ACCOUNTING & MESSAGING SESSIONS
Live Group Training Focus: Tax Planning, Tax Resolution, Bookkeeping, CFO Advisory, and Messaging & Marketing.
CUSTOMIZED GROUP LEARNING SESSIONS
Deep Dives Based on Group Needs. Real-time feedback and strategy discussions tailored to the group’s business stage and challenges
2-MONTH MENTORSHIP SUPPORT
Get personalized mentorship via WhatsApp or Email, Monday through Friday. Ask questions anytime and receive thoughtful, tailored feedback each week.
PRIVATE 1:1 SESSIONS
13 Private coaching sessions that are jam packed with how to apply the lessons taught in class to your business.
ACCESS TO ON-DEMAND TRAINING VIDEOS
Covers a wide range of topics including Accounting, Marketing, Pricing, and Operations
HELPFUL TOOLS & SOFTWARE RECOMMENDATIONS
Templates, Contracts, and
Spreadsheets designed to save you time and increase your efficiency
Live Group Training Focus: Tax Planning Tax Resolution Bookkeeping CFO Advisory Messaging & Marketing
Deep Dives Based on Group Needs. Real-time feedback and strategy discussions tailored to the group’s business stage and challenges
Get personalized mentorship via WhatsApp or Email, Monday through Friday. Ask questions anytime and receive thoughtful, tailored feedback each week.
13 Private coaching sessions that are jam packed with how to apply the lessons taught in class to your business.
Covers a wide range of topics including Accounting, Marketing, Pricing, and Operations
Templates, Contracts, and Spreadsheets designed to save you time and increase your efficiency
Not sure how to start your own business or what area you’d like to specialize in? This program gives you the keys to find your niche and get started with step-by-step action items.
What’s the best way to raise your prices and get paid what you’re worth? Advisory services is where it’s at. It’s time to make the leap.
Want to work virtually and on your own schedule? I’ll help you know exactly how and share the exact tools you need to make it happen.
Certified Tax Planning Coach
Certified Tax Resolution Specialist
CEO of Counting Pennies, LLC
Hi, I’m Randy. I’m here to save you a lot of time and frustration.
Building and growing a 6-figure advisory business isn’t easy, and yes… it takes work. But, there are simple steps I took while building and scaling my accounting firm to 6-figures over the last 20 years.
I got there through lots of trial and error, but I made it. And now I help other accounting professionals do the same using what I learned along the way, only much faster.
I’m here to hand you the keys to getting started and walk you through it step-by-step.
I can’t wait for you to get started on the fast-track to a 6-figure advisory business you’re proud of!
Get a running start to your advisory business journey with a program that can help you navigate the quickest way to get there while avoiding major mistakes.
Get focused, private time with Randy to fine-tune your strategy and get clarity on the next best moves for your firm.
Before the full program even starts, you’ll already be making real money moves. In this hands-on session, you’ll take one compliance client and turn that work into advisory—right there in the workshop. It’s not theory. It’s real-life application. You’ll walk away with a clear win and real value.
We’ll show you how to build your own custom AI assistant that acts like a helpful version of you—available 24/7 without burning you out. It can attract new clients as a lead magnet, serve as a live chat on your website, and be integrated into your programs to answer client questions with responses that feel just like yours.
If you're already a VIP, this entire package is included—and the full amount is refunded from your total program cost. No extra fees. Just more value.
Counting Pennies didn’t just help my business—it elevated it.
Before working with them, I was making money, but I didn’t fully understand how to keep more of it or grow with intention. Their team gave me the structure, strategy, and clarity I needed. Now, every move I make is backed by confidence—and real results.
I was doing good work, but Randy’s mentorship helped me turn it into great work.
Before joining the program, I didn’t realize how much I was leaving on the table. Now, I’m making smarter decisions, leading with strategy, and my clients can feel the difference. This changed everything for me—and for my business.
I didn’t know I had it in me—until I joined Randy’s team.
I used to second-guess myself. Now, I confidently lead advisory conversations and deliver real value to clients. The systems, mentorship, and support I received changed everything. This experience helped me become the advisor I didn’t know I could be.
Working with Counting Pennies changed how I run my business—and how I see myself as a leader.
I used to feel overwhelmed, trying to manage it all. But with their strategic guidance and hands-on support, I finally built a business that runs with clarity and confidence. I’m no longer just working—I’m leading.
Randy didn’t just teach me—he believed in me.
When I started, I wasn’t sure I could become an Enrolled Agent. But with Randy’s encouragement and support, I passed—and now I’m building the kind of career I never thought possible. This mentorship changed my path completely.
What is The Well-Rounded Accountant Program?
The Well-Rounded Accountant is a mentorship program that takes the guess work out of building and growing a 6-figure advisory business while taking years off of the process. It helps you to decide on and develop in the area of advisory services that you want to specialize and gives you to tools to make it happen at a quicker pace than doing it on your own.
What are the benefits of The Well-Rounded Accountant Program?
The Well-Rounded Accountant program will help you to
– Do advisory work you enjoy
– Add real value for your clients
– Work remotely anywhere in the world
– Set your own schedule
– Get paid what you’re worth
– Build a 6-figure advisory business
Who is The Well-Rounded Accountant Program for?
The Well-Rounded Accountant is for CPAs, EAs, Tax Preparers, and other accounting professionals who want to build and grow a successful 6-figure+ advisory business.
This includes:
Can I earn continuing education units (CPEs or CEs) for The Well-Rounded Accountant?
When Does The Well-Rounded Accountant Program Start?
How Often Will The Well-Rounded Accountant Program Run?
How Can I Be Sure I’m Notified When The Well-Rounded Accountant Program Is Open For Enrollment?
Be sure to click the Save Your Spot button below and enter your name and email address. You will receive a confirmation email that you have been added to the list. (Check your SPAM folder if you don’t see it in your inbox.)
To ensure you receive the notification emails when this amazing program opens up, take a minute to whitelist my email address or add it to your contacts (randy@cpennies.com).
The first live class start date is June 3, 2025. If you got Fast Action Bonuses you also have a LIVE class in May 2025 to kickstart your journey.
The Well-Rounded Accountant Program includes live, virtual trainings that are 50 minutes each.
Also included are 13 private one-on-one mentor sessions (one per month) that will be scheduled with our team of experts during the 8-month program. These sessions are designed to guide and support you as you apply the lessons and strategies taught in class.
See full schedule here.
Each class is 50 minutes – 1 hour including Q&A sessions.
All students receive access to the course recordings in our online portal to catch up or re-watch when it’s convenient for them. The videos will be available for the duration of the program.
However, please note if you would like to receive CPE units for the class, you must attend live and participate in the poll questions.
For example, if you were to attend 12 classes live and participate in the poll questions, but missed one live class, you will receive 12 CPE units instead of 13.
No problem, just let us know as soon as possible and we will make other dates and times available for you. You will be able to reschedule your appointment for up to 1 week following your original appointment.
The Well-Rounded Accountant program offers a 10-day guaranteed full refund. You have 10 days to get started in the program and if for any reason you are not satisfied, you can request a full refund by emailing ileana@cpennies.com within 10 days after the purchase.
YES! You can earn up to 13 CPE or up to 7 CE units in the program. The Well-Rounded Accountant is approved by the National Association of State Boards of Accountancy (NASBA) and the IRS as a continuing education provider.
Our record retention policy is to retain the Well-Rounded Accountant records for 5 years. Documents to be retained include the records of participation; dates and locations of program offerings; author/instructor, author/developer and reviewer names and credentials; number of CPE credits earned by participants; results of program evaluations; program descriptive materials; and the state of licensure, license number, and status of license of the CPA acting as author/instructor and the reviewer.
It is unlikely that the Well-Rounded Accountant would have to cancel the program. In the rare event that a program is canceled by the Well-Rounded Accountant, we will refund all money paid for the canceled programs. Please allow 14 days for such a refund to be processed.
The Well-Rounded Accountant program and course material is reviewed and updated each year for changes to relative codes, laws, rulings, decisions, interpretations, etc.
© 2025 | Counting Pennies, LLC | The Well-Rounded Accountant
