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The Well-Rounded Accountant Launch Pad
May 6-7, 2025, 1:00 PM - 3:00 PM (ET) |
2-Day Virtual Event
The Well-Rounded Accountant Launch Pad: How to Fast Track to a Multi 6-Figure Advisory Business
A unique conference exploring the best strategies for accounting professionals to do advisory work you love, with clients you enjoy, on your own schedule from anywhere in the world.
Hosted by:
Why You Should Attend This Session?
Corporate CPAs
Who are looking to leave the corporate world, pick an accounting specialty they enjoy, and build their multi-6-figure business.
Tax Preparers & Enrolled Agents
Who want to add advisory services to their practice and stay profitable during the off-season.
All Accounting Professionals
Who are ready to level up their business, help their clients, and increase revenue.
This Session Is For Accounting Professionals Who Are:
- Overworked, stressed, and exhausted
- Tired of crazy long work weeks and frustrating commutes
- Disappointed about never having enough time for themselves and their family
- Struggling to decide which area of accounting to specialize in and unsure how to get started
- Lacking confidence and fear failing at owning their own practice
The Well-Rounded Accountant Session will inspire and guide you to start building and growing your multi-6-figure advisory business.
Just Imagine:
- Doing the work you love
- On your own schedule
- From anywhere in the world
- With clients you enjoy
- Who pays your full worth without negotiation
Summit Speakers
H. Randy Hughes III
CPA & Member of Intuit Tax Council
Chairman & CEO of Counting Pennies, LLC
Mark Wickersham
Chartered Accountant, public speaker, and #1 best-selling author
Dora Mathurin
Accountant and Tax Professional
at Counting Pennies, LLC
Alicia Weed
Accountant and Tax Professional
at Counting Pennies, LLC
Christy Ntuk
Accountant and Tax Professional
at Counting Pennies, LLC
Plus, get continuing education units with VIP upgrade!
The Well-Rounded Accountant Session is approved to offer CPE units and CE units.
*Be sure to upgrade to VIP after you register to receive continuing education units!*
Session Agenda Highlights
01
Secrets of a Profitable Accounting Practice
Discover the time, behaviors, and habits of a successful accounting business when faced with challenges in the industry. Learn how you can overcome obstacles and grow.
02
The 5 Areas of Accounting & Choosing Your Specialty
Learn the five core service areas in accounting—Tax Prep, Tax Planning, Tax Resolution, Bookkeeping, and CFO Advisory—and explore where your strengths fit best. You’ll reflect on what you enjoy, where you excel, and which path offers the best opportunity for growth in your business.
03
The Power of Being Well-Rounded
Discover how expanding your skill set—beyond your core specialty—can increase client satisfaction, strengthen your confidence, and create new revenue opportunities. This session highlights how well-rounded firms deliver greater value and position themselves for long-term growth.
04
Messaging Workshop for Accountants
Your expertise speaks for itself—but can you? Learn how to clearly and confidently communicate your personal brand in a way that resonates with clients, prospects, and industry peers. In this session, we’ll guide you through practical exercises to refine your brand messaging, tell a compelling story, and ensure consistency across conversations, marketing, and online presence.
05
Scale Your Client Base Without Burnout
Learn smarter ways, helpful strategies, and effective techniques to grow your firm- without overworking or sacrificing your well-being.
06
Introduction to The Well-Rounded Accountant Program
Take an overview of The Well-Rounded Accountant (WRA) Program. This session breaks down exactly what’s included and how each part is designed to support your growth—both in business and in how you lead it.
Bonus Feature
Mark Wickersham: The Importance of Sales and Marketing
Mark Wickersham is a Chartered Accountant and one of the most sought-after profit improvement experts in the accounting community. He is famous for helping accounting firms double their profits in less than 18 months without having to work harder or do any uncomfortable marketing.
You don't know where to start.
You’ll walk away with a game plan and clarity on how to use your corporate skills to build your own advisory practice.
You have a multi-6-figure+ revenue goal.
Time to get serious about accomplishing that goal.
You need out-of-the-box ideas...
to get to your goal without doubling your workload.
"Now, I feel smarter regarding my finances and taxes."
“This workshop was definitely worth the time. Probably one of the best live classes I’ve ever taken in my life…
The presentation was basic enough to understand yet exciting enough to maintain my interest throughout, and that’s hard to do.”
Irvin L.
Small business owner
"Now, I feel smarter regarding my finances and taxes."
“This workshop was definitely worth the time. Probably one of the best live classes I’ve ever taken in my life…
The presentation was basic enough to understand yet exciting enough to maintain my interest throughout, and that’s hard to do.”
Irvin L.
Small business owner
A Note From Our Host...
Hi I’m Randy!
If you’re ready to grow a highly profitable advisory firm without doubling your workload, the Well-Rounded Accountant Summit was built for you.
This is a focused, high-level experience designed to help you shift from overwhelmed service provider to confident, well-compensated advisor—with systems that support your growth and your peace of mind.
I’ve spent over two decades in this field 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®. Along the way, I’ve helped accountants and entrepreneurs build successful 6-figure advisory businesses.
My goal for this Summit is simple: to give you clarity, structure, and a fresh perspective on what’s actually possible for your firm—and for your life.
Join us. You’ll walk away with real strategies, a renewed mindset, and a clear next step toward building the business you envisioned when you started.
Don't waste time trying to figure it out on your own
Get a running start to your advisory business journey with this Session that can help you navigate the quickest way to get there while avoiding major mistakes.
REGISTER FOR FREE
VIP
Built for Accountants who Lead
$
197
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General Admission 2-Day Event
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Opening 50-Minutes VIP Session
-
Business in a Box Modules (14 hours of content)
-
Impact of Artificial Intelligence (AI) Accounting Discussion
-
Special Fillable Workbook
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Replay Access to All General Admission + VIP Sessions
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1 CPE and 1 CE Unit
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Closing 30-Minutes VIP Session for deeper support on pricing, positioning, and profitability (Value Pricing Session)
High ROI
Please note: If you receive an error message when registering, be sure to click below to Accept All Cookies. Or email nancy@cpennies.com to be registered manually. Thank you.
Will you be joining us LIVE?
Join us live for the full event and receive an exclusive PDF:
Upgrade to VIP if:
You’re ready to build a business that runs with structure—not stress. VIP is built for accountants who want more than ideas—they want systems that work. With full access to the Business in a Box (BIB) training system, you’ll gain proven strategies to streamline and grow your firm across tax, bookkeeping, CFO services, operations, and more.
Designed for Growth. Built for Accountants Who Lead.
Upgrade to VIP
General Admission 2-Day Event
Join us for two powerful days designed to help accountants grow smarter, not harder. This experience is built for those who want to strengthen their service offerings, clarify their direction, and learn from real-world strategies that work.
LIVE VIP Strategy Sessions
Begin with a focused 50-minute deep dive on the advisory topic of your choice, and wrap up with a 30-minute session to clarify your next steps. These sessions are built to help you gain traction and apply what you’ve learned with confidence.
Business in a Box Modules (14 hours of content)
Full access to the complete training system covering tax planning, bookkeeping, CFO services, operations, marketing, and mindset—everything you need to build a stronger, streamlined firm.
Impact of Artificial Intelligence (AI) Accounting Discussion
Get forward-looking insights on how AI is impacting the accounting profession and what it means for your future positioning.
Special Fillable Workbook
Put your insights into action using this guided, fillable workbook designed to help you retain, reflect, and implement.
Replay Access to All General Admission + VIP Sessions
Catch anything you missed—or revisit the sessions anytime with full replay access.
CPE and CE Units
Earn professional credits (CPE and CE for tax sessions) while investing in your growth.
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