A Tactical Reset on the Florida Beaches
For CPAs & Accountants who want more capacity and less burnout.
📅 November 4–6, 2026 (Wednesday – Friday)
📍 Tradewinds Island Grand, St. Pete Beach, FL
Built Exclusively for CPAs & Accountants
This isn’t a general business retreat. R&R was designed specifically for accountants who are carrying too much, feeling stuck, and ready for something to change. If you’re managing clients, dealing with compliance, running a team, and still trying to grow — this weekend was built for you.
Three Days That Will Change How You Work
🧠 Day 1 — Recover
- Arrive, decompress, and disconnect from the noise.
- This day is about clearing your head so you can actually think.
- Beachside sessions on identifying what’s draining you and what’s worth keeping.
⚙️ Day 2 — Rebuild
- Hands-on AI training tailored specifically for CPAs & accountants.
- Learn how to cut your overhead in half, automate what drains you.
- Implement systems that run while you sleep.
🚀 Day 3 — Revenue
- Leave with a clear 90-day action plan.
- Identify new revenue streams inside your existing workflow.
- Monetize your expertise at scale without adding more hours.
What's Included in Your Retreat
- ✅ 3 days / 2 nights at Tradewinds Island Grand, St. Pete Beach, FL
- ✅ All meals and group dinners included
- ✅ Exclusive AI training sessions for CPAs & accountants
- ✅ 1-on-1 strategy session with Jason or Tyler
- ✅ 90-day action plan built during the retreat
- ✅ Access to the WeOwn advisor community post-retreat
- ✅ Ongoing support for 30 days after
- ✅ Small group format — limited seats for focused attention
📍Location: Tradewinds Island Grand — St. Pete Beach, Florida
Nestled along the Gulf Coast, St. Pete Beach is just 30 minutes from St. Petersburg-Clearwater International Airport (PIE) — close enough to get to, far enough to actually escape. The Tradewinds Island Grand sits right along the beach with sunset views in every direction. This is the kind of setting where your mind actually slows down enough to think clearly.
