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.
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.
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.
© 2025 | Counting Pennies, LLC | The Well-Rounded Accountant
