NEW PRICING & DISCOUNTS NOW AVAILABLE!!

If you've been certified as a CPA since January 1st, 2018, we really want you to attend this amazing event.

Use Code: NEWCPA2018 for a $250 discount on our General Package or a $500 discount on our Premium Package.

REGISTRATION CLOSED

Clients First

Entrepreneurs Serving Entrepreneurs

Networking Reception: July 26, 2023
Main Event: July 27 – 29, 2023
Location: Park City, Utah

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

NEW PRICING & DISCOUNTS AVAILABLE!!

View New Discounts!

If you've been certified as a CPA since January 1st, 2018, we really want you to attend this amazing event.
Use Code: NEWCPA2018 for a $250 discount on our General Package or a $500 discount on our Premium Package.

View New Pricing!

Clients First

Entrepreneurs Serving Entrepreneurs

Networking Reception:
July 26, 2023
Main Event:
July 27 – 29, 2023
Location:
Park City, Utah

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

Don’t Miss America’s Most Exciting CPA Training!

REGISTRATION CLOSED

Don’t Miss America’s Most Exciting CPA Training!

Register Now!

Tom Wheelwright, CPA

Entrepreneur, 2x Best-Selling Author, Rich Dad Advisor, & International Authority on Tax

Join Tom Wheelwright for 3 empowering days as he shares the exact strategies he used to build and scale multiple CPA firms.

Develop Better Clients.
Build A Better Practice.
Have A Better Life.

Tom is an expert in helping entrepreneurs of specialized CPA firms build a highly profitable business they love while helping their clients build a rock-solid financial legacy. You’ll work with him live for three days as he equips you with his hard-earned, battle-tested strategies. AND you’ll learn how to put those same strategies to work in your firm and its unique situation.

Tom Wheelwright, CPA

Entrepreneur, 2x Best-Selling Author, Rich Dad Advisor, & International Authority on Tax

Join Tom Wheelwright for 3 empowering days as he shares the exact strategies he used to build and scale multiple CPA firms.

Develop Better Clients.
Build A Better Practice.
Have A Better Life.

Tom is an expert in helping entrepreneurs of specialized CPA firms build a highly profitable business they love while helping their clients build a rock-solid financial legacy. You’ll work with him live for three days as he equips you with his hard-earned, battle-tested strategies. AND you’ll learn how to put those same strategies to work in your firm and its unique situation.

3 Days Packed with Growth-Focused Training!

Day 1

A New Vision for Leadership
Delivering High-Value Services
Building Your Brand
Accelerating Cash Flow

Day 2

Building Business Systems Instead of
Working More Hours
Create a High-Performance Team
Painlessly Tackle Marketing & Sales

Day 3

Think Like a Client
Fulfillment That Over Delivers
Reporting Made Easy
Map Your Action Plan

Agenda

Networking Reception

Wednesday, July 26, 2023, 5:00 p.m. – 6:30 p.m. MDT

Main Event

Day 1: Thursday, July 27, 2023 8:00 a.m. – 5:00 p.m. MDT
Day 2: Friday, July 28, 2023 8:00 a.m. – 5:00 p.m. MDT
Day 3: Saturday, July 29, 2023 8:00 a.m. – 12:00 p.m. MDT

You Will Learn:

How to evaluate the best technology for your firm.

Secrets to finding, managing, training, and evaluating the best tax staff.

Top ways to build a highly successful practice with consistent, high cash flow.

Tom's best recommendations for getting paid upfront for your work (instead of being your clients' personal bank).

The benefits of increasing your hourly rate (and have your clients be happy to pay it).

Tom's number one method for improving results while eliminating the need to track hours.

REGISTRATION CLOSED

Ticket Packages

General Package

Great Value & Bonus 3 CPE!
$$497
  • 20 Hours CPE Credit
  • 1 Ticket to All Sessions
  • 1 Ticket to Pre-event Networking Reception
  • FREE Book Signing & Photo Opportunities
  • FREE Ebook 7 Steps to DOUBLE Your Firm's PROFIT Without Any New Clients
  • FREE Additional 3 CPE online class
REGISTRATION CLOSED

Premium Package

Get 2 Tickets for 2 Events for 1 Low Price!
$$997
  • 20 Hours CPE Credit
  • 2 Tickets to All Sessions*
  • 2 Tickets to Pre-event Networking Reception*
  • FREE – Book Signing & Photo Opportunities
  • FREE – Ebook 7 Steps to DOUBLE Your Firm's PROFIT Without Any New Clients
  • FREE – Additional 3 CPE Online Class
  • FREE – 2 Tickets for November 2023 Tax Strategy & Technical CPE Conference in Phoenix, AZ*
  • *Includes YOUR TICKET plus 1 GUEST TICKET
REGISTRATION CLOSED

Arrive Early &

Join Us For Our Kickoff Networking Reception

Wednesday, July 26, 2023 5:00 to 6:30 PM

Secure your tickets now and be one of the first to see this year’s exciting venue! Mingle with other entrepreneurial minded CPAs that are at the forefront of revolutionizing our industry. Expect dynamic conversation, drinks, and appetizers while you help us kick off the most exciting and interactive CPA training you’ve ever experienced!

Arrive Early &

Join Us For Our Kickoff Networking Reception

Wednesday, July 26, 2023 5:00 to 6:30 PM

Secure your tickets now and be one of the first to see this year’s exciting venue! Mingle with other entrepreneurial minded CPAs that are at the forefront of revolutionizing our industry. Expect dynamic conversation, drinks, and appetizers while you help us kick off the most exciting and interactive CPA training you’ve ever experienced!

Stay at the DoubleTree

Great rates are available for stay dates July 23, 2023 through July 31, 2023. Book your stay on site and avoid the commute!

Reserve Your Room Today!
Call & make reservations under the
WealthAbility® Conference
+1 (435) 649-7000

Stay at the DoubleTree

Great rates are available for stay dates July 23, 2023 through July 31, 2023. Book your stay on site and avoid the commute!

Reserve Your Room Today!
Call and make reservations under the
WealthAbility® Conference
+1 (435) 649-7000

DoubleTree by Hilton Hotel
1800 Park Ave, Park City, UT

FREQUENTLY ASKED QUESTIONS

Can I earn CPE credit?

Absolutely! The event is eligible for 20 CPE credits where states allow. (It’s not available in AR, GU, HI, IA, IL, NY, PA, PR, TX)  

Where will the event be held?

The conference will be held at the DoubleTree by Hilton hotel located in Park City, Utah.

The Networking Reception will be in the Courtyard of the DoubleTree and the Main Session will be held in Summit AB.

DoubleTree by Hilton
1800 Park Ave
Park City, Utah 84060
Ph: +1 (435) 649-7000

We look forward to seeing you there!

What is the schedule?

Networking Reception: Wednesday, July 26, 2023, 5:00 p.m. – 6:30 p.m. MDT
Day 1: Thursday, July 27, 2023 8:00 a.m. – 5:00 p.m. MDT
Day 2: Friday, July 28, 2023 8:00 a.m. – 5:00 p.m. MDT
Day 3: Saturday, July 29, 2023 8:00 a.m. – 12:00 p.m. MDT

Can serious education be fun?

Yes! Tom never got the memo that says CPE courses need to be delivered in a monotone voice or be bundled with an afternoon nap. We’re covering serious, life-altering information AND we’re having a blast while we do it.

I'm having a hard time justifying the time away from work. Will it be worth it?

Yes. We all know it can be difficult to pull yourself away from work to spend money on outside education. However, unless you stay on top of what’s happening in the industry and the market, you cannot lead your team and provide your clients with the best guidance. This 3-day commitment will enable you to make important breakthroughs in your business. It is a must-attend event.

Can I bring a guest?

Yes! As long as your guest* is from a different firm than your own and is a bookkeeper, financial planner, financial service professional, or a CPA firm owner (or wants to own a CPA firm someday). Get yourself registered first and then here’s the details:

  • Once you’re registered, we will send you instructions for how to register your 1 free guest.
  • You and your guest will be invited to a special networking reception.

*Guests = Non WealthAbility® Network Members

Can I come if I'm not a CPA?

Absolutely! As long as you’re an Accountant, Bookkeeper, Financial Planner, Financial Service Professional, or you own an accounting practice (or want to someday), you will fit right in.

I am a member of the WealthAbility® Network. Do I get any special benefits?

Yes! WealthAbility® Network members have first access and preferred pricing for all of our events. If you’re not yet a member and are interested in learning more, click here to schedule a call to learn more about membership options.  

Not ready yet?

Learn more. Book a free call to discuss your CPA or financial planning firm.

Book a Call

Sponsors

Copyright © 2023 WealthAbility, LLC | Learn more about our Terms of Use

DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.

 

CREDIT: CASHFLOW Quadrant was created by Robert Kiyosaki. To learn more about the power of CASHFLOW Quadrant, go to www.richdad.com. Used with permission of CASHFLOW Technologies, Inc. All rights reserved. This grant of permission is not an endorsement of Mr. Wheelwright, WealthAbility®, LLC or the content of this course.