The Well-Rounded Accountant Launch Pad: How to Fast Track to a Multi 6-Figure Advisory Business
Check your inbox for next steps and details on how to go deeper with the Mentorship program. 📩
Hosted by:
Who are looking to leave the corporate world, pick an accounting specialty they enjoy, and build their multi-6-figure business.
Who want to add advisory services to their practice and stay profitable during the off-season.
Who are ready to level up their business, help their clients, and increase revenue.
This Session Is For Accounting Professionals Who Are:
The Well-Rounded Accountant Session will inspire and guide you to start building and growing your multi-6-figure advisory business.
Just Imagine:
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.
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.
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.
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.
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.
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.
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’ll walk away with a game plan and clarity on how to use your corporate skills to build your own advisory practice.
Time to get serious about accomplishing that goal.
to get to your goal without doubling your workload.
“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
“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
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.
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.
Your spot in The Well-Rounded Accountant Program is confirmed. You're joining a community of professionals committed to building profitable, balanced accounting practices — without the burnout.
If you have any questions, our Event Concierge Team is here to support you every step of the way.
Reach out to:
Nancy – nancy@cpennies.com
Frank – francisco@cpennies.com
Ileana – ileana@cpennies.com
We’re looking forward to helping you grow your practice and maximize your income — with clarity and confidence.
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.
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.
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.
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.
Get forward-looking insights on how AI is impacting the accounting profession and what it means for your future positioning.
Put your insights into action using this guided, fillable workbook designed to help you retain, reflect, and implement.
Catch anything you missed—or revisit the sessions anytime with full replay access.
Earn professional credits (CPE and CE for tax sessions) while investing in your growth.
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