The Well-Rounded Accountant Summit
November 7 - 9, 2023, 1 PM - 3:30 PM (EDT) | 3-Day Virtual Event
Fast-Track to Building 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:
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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
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 Summit is approved to offer 5 CPE units and 3 CE units.
*Be sure to upgrade to VIP after you register to receive continuing education units!*
Summit 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
Identify the Five Areas of Accounting & How to Discover Which One is Right For You
Let’s play Niche Quest! Reach your business goals by focusing on a specialty. We’ll work together on an insightful exercise to discover where you will best thrive.
03
The Formula to Signing and Retaining High-End Clients for the Long Haul
Celebrity interview with one of my favorite long-term clients, Kenny Lattimore. Learn the exact process I use to get and keep the best clients.
04
Personal Branding Workshop for Accountants
Learn the power of personal branding in the accounting industry. Plus, we’ll guide you through simple exercises to craft a compelling personal brand story and online presence.
05
Scale Your Client Base Without Burnout
Advanced strategies to propel an accounting business to multiple 6-figures without breaking a sweat.
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
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 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 multi-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 multi-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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