The Well-Rounded Accountant Summit
May 15 - 17, 2023, 1 PM - 3:30 PM (EDT) | 3-Day Virtual Event
Fast-Track to Building a 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:
Who Should Attend This Summit?
Corporate CPAs
Who are looking to leave the corporate world, pick an accounting specialty they enjoy, and build their own 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 Summit 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 Summit will inspire and guide you to start building and growing your own 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 pay you what you're worth
Summit Speakers
H. Randy Hughes III
CPA & Member of Intuit Tax Council
Chairman & CEO of Counting Pennies, LLC
Nadine Ellis
American actress, model, and dancer
Mark Kohler
Author, Attorney, & CPA
KKOS Lawyers and K&E CPAs
Jeffrey Kennerly
Financial Advisor, Certified Exit Planning Advisor™, Qualified Plan Financial Consultant, Financial Planning Specialist
Sarah Gray
Marketing Strategist
Sarah Gray Training
Henry Stewart
Chief Visionary Officer & President of Sales & Marketing
Senior Life Services
Renèe Hughes
CEO of Holistic Champions International School of Aromatherapy & Practice Building
Dora Mathurin
Accountant and Tax Professional
at Counting Pennies, LLC
Alicia Weed
Accountant and Tax Professional
at Counting Pennies, LLC
Christy Ntuk
Tax Accountant
at Counting Pennies, LLC
Plus, get continuing education units!
The Well-Rounded Accountant Summit is approved to offer 2 CPE units and 2 CE units.
Be sure to attend live to qualify!
Summit Agenda Highlights
01
Know and Own Your True Value. Learn how to use value pricing to understand the full value of your practice and charge what your services are really worth.
02
What We Learn From Reviewing a Celebrity’s Tax Return. Find creative ways of preparing a return.
03
Why It Ain’t Over Until It’s Over – Tax Resolution Discussion. When tax preparation ends and there is a balance due, there are so many more options. Let’s talk tax resolution.
04
How to Amplify Your Accounting Sales! Learn how to become a client magnet with our special guest speaker, Marketing Specialist, Sarah Gray.
05
How Accountants Work Best with Financial Advisors. Learn how relationships with financial advisors benefit YOUR accounting practice and what you need to know to get started.
06
Saving Thousands With Strategic Changes. How to use creative tax-saving strategies and add thousands to your clients’ college or retirement fund.
07
KEYNOTE SPEAKER: 2023 Growth Strategies and Wealth Creation. Get the guidance and motivation you need to work your business like an employee to get paid like a boss.
Bonus Feature
ADVISORY DISCUSSION WITH MARK KOHLER: What Your CPA Isn’t Telling You. Why offering advisory services is good for your client AND your business.
You Should Attend the Summit If:
You don't know where to start.
You’ll walk away with a game plan and clarity on how to build your own advisory practice.
You have a 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.
As a CPA and owner and founder of the private accounting firm, Counting Pennies, LLC, I can confidently say—that with the right plan and determination, you CAN reach your goal of building a 6-figure advisory business.
I decided to host this Accountant Summit and bring together business and accounting experts because I’ve seen that it often takes out-of-the-box thinking to be able to successfully start and grow an advisory business. But it can be done!
If you’re willing to invest some time to get fully up to speed on the most powerful tools for starting and scaling your business without having to double your workload, you are going to love the insights this Summit is going to share.
My goal for you? After the Summit, you will be able to see the light at the end of the tunnel and have a plan to get there. Stick with me…I’ll help you make achieving your 6-figure advisory business goal a reality.
See you at the Summit!
Don't waste time trying to figure it out on your own
Get a running start to your advisory business journey with this Summit that can help you navigate the quickest way to get there while avoiding major mistakes.
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