CPAacademy.org | BEYOND COMPLIANCE: A MULTI-SIX-FIGURE PRACTICE

Content Provider

Self-Study CPE

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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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PRICING FOR PROFIT
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THE MBA GUIDEBOOK
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UNDERSTANDING ORGANIZATIONAL BEHAVIOR
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Beyond Compliance: A Multi-Six-Figure Practice Without Burnout

Business Management and Organization

BEYOND COMPLIANCE: A MULTI-SIX-FIGURE PRACTICE WITHOUT BURNOUT

Available Date(s)

Tuesday, April 29, 2025: 11:00AM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.5 hours

Subject Area 1.5 - Business Management and Organization

CE Credits 0.0 hours

Course Level Intermediate

Instructional Method Group Internet Based

Prerequisites Minimum of 3 years of professional experience in an accounting, tax, or bookkeeping practice

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
Small Business Owner

Course Description

The days of staying buried in compliance work while clients crave deeper guidance are over. Well-rounded accountants are strategically moving beyond the transactional work to build firms that are profitable, sustainable, and genuinely supportive for both the client and the accountant.

Learn strategies in all five areas of accounting (bookkeeping, tax preparation, tax planning, tax resolution, and CFO advisory) to create high-impact advisory services.

We’ll also cover how to effectively price, package, and position these services so that clients understand the value and your firm gains recurring revenue and stability. This is a mindset and model shift for the accountant, built around the principles of the well-rounded accountant, to achieve powerful outcomes while protecting their energy and time.

This session is best suited for Accounting Firm Owners, CEO's & decision makers who want what it takes to increase revenue and profitability in their firm without constant exhaustion.

Learning Objectives

Integrate a deeper understanding of the 5 core areas of accounting and evaluate how each can support an advisory-driven business
Demonstrate how to integrate strategic tax planning and tax resolution services into standard client engagements
Apply pricing methods that transition a firm from hourly billing to value-based or recurring revenue models
Outline a process for shifting from compliance-only services to higher-value, relationship-centered advisory offerings
Define the role of a well-rounded accountant in 2025 and assess practical strategies for accelerating professional growth

H.Randy Hughes III CPA, EA, CTC, CTRS

Counting Pennies
Chairman and CEO
[email protected]
8002341449

Randy Hughes III is the lead instructor of The Well-Rounded Accountant Program. He is a Certified Public Accountant (CPA), Enrolled Agent (EA), Certified Tax Planning Coach, Certified Tax Resolution Specialist (CTRS), Intuit Board Member, Founder of Counting Pennies LLC, and co-founder of Seven Figure Profits®. Known as the CPA other CPAs go to, Randy is renowned for his expertise in profit strategy and helping entrepreneurs escape the "7-figure poor" trap—where financial success and revenue don’t translate to personal fulfillment or high profits.

By sharing his strategic CFO knowledge and experience, Randy equips business leaders to stop financial leaks, resolve tax challenges, and build sustainable wealth.

In addition to his client work, Randy is passionate about teaching other accountants how to become well-rounded professionals. Through on-demand video courses and mentorship programs, he helps them develop the skills needed to deliver exceptional service and grow thriving practices.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

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About Our Presenter

This isn’t your typical accounting firm. While many focus solely on high-revenue clients, we take a broader view. At Counting Pennies, we’re committed to educating accountants, business owners, and families alike—helping them avoid costly missteps that can lead to financial setbacks. Our mission is simple: to guide you toward lasting financial excellence with clarity, care, and expertise.