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Learn to Create a Remarkable Customer Experience for Your CPA Firm

A 3-Day Leadership Conference for CPAs with Tom Wheelwright, Special Guests and 22 Hours CPE*

May 28-30, 2020  | WealthAbility® Headquarters | Tempe, Arizona

Conference Overview

Key Takeaways

Registration & Pricing


Conference Overview

Creating Evangelists by Optimizing the Most Important Aspect of Your Business: Client Services


Make Your Service Remarkable 


Streamline Your Fulfillment


Get More Referrals

Many CPAs believe the only thing that matters to their clients is compliance and technical skill. The reality is that our clients (and potential clients) are looking for more. Yes – they expect compliance and technical excellence…but every firm on every street can promise that. So, what makes you different? 


How can you differentiate yourself from the hordes of other firms in your city? What can you do to ensure your clients stick with you for years? And how do you get them to refer all their friends to you?


The answer is to create a consistently special customer experience.


At WealthAbility®, we refer to this as being “Client Centric,” and it is the most important function of your business.


“Client Centric” encompasses how you onboard your clients, how you communicate, how you train, how you do what you do, the results you provide, and even how your clients feel about you.


This event will show CPA and accounting professionals  how to create an amazing customer experience from top-to-bottom.

  • You will get behind-the-scenes insight into the systems that have driven the predictable success of Tom Wheelwright’s multi-million-dollar accounting firms.
  • You will receive practical tips and strategies for elevating the experience your clients have with you across every key customer touch-point.
  • You will get insight into how your firm needs to operate in order to attract and retain high net worth (and even high-profile) clientele.
  • You will learn new ways to run your firm so that you create such a distinct service that you achieve the holy grail of business: warm referrals to ideal clients on a regular basis.

You will learn all this in a high-energy, fun, interactive environment while knocking out a large chunk of your annual CPE requirement.

Key Takeaways


Create a client experience so unusually good that your clients refer 1-2 new clients (or more) each year

Build a high-performing team that doesn’t need babysitting
How to make it easier for your clients to refer you

Train clients to do what’s in their best interest and make your job easier

Attract and retain high-net-worth clients by mastering the softer skills they don’t teach in school

Provide more value to your clients while spending less of your time

Simplify the process of achieving consistently great results for your clients

Registration & Pricing

Money-Back Guarantee

We know it’s a big investment to leave work and travel to an event like this. So, to reduce the risk to you (and to demonstrate our trust in the value of this content) we offer a full, money-back guarantee. In fact, if you don’t believe you have learned something that could achieve at least $10,000 in value for your business by the end of day 1, we will refund your entire investment in the conference. No questions asked.

Early-Registration Bonus ($1,497 additional value)

FREE VIP Upgrade if you register BEFORE May 8th! ($500 Value)

VIP Upgrade Includes

  • Everything included with Standard Admission +
  • FREE Ticket for a CPA colleague to attend the event ($1,000 Value) *While seats are available
  • 1 Ticket to the pre-event VIP dinner for you and your CPA colleague *While seats are available
  • Meet the speakers
  • Connect with other leaders
    Jump-start your 3-day experience
  • 2 Tickets to an upcoming  WealthAbility® CPA Revolution Masterclass ($2,000 Retail)
Early Bird Registration Ends In:
  • Can I come if I’m not a CPA? If you’re a tax professional or you own an accounting practice (or want to someday), you will still get a tremendous amount of value out of this event.
  • Where should I stay? There are several great lodging options right next to the event location. We will send more details on lodging after we receive your registration.
  • I have a question you didn’t answer. Can I talk with someone? Call (480) 565-8000
  • What will the individual sessions cover? We’re still polishing the content for each session and will release more details as the event gets closer.
  • Is CPE Credit Provided? For CPAs from qualifying states, you will receive between 22 hours CPE credit. This event does not qualify for CPE credits in the following states: AR GU HI IA IL NY PA PR TX.

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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.

* This event does not qualify for CPE credits in the following states: AR GU HI IA IL NY PA PR TX.