Sean M. Duncan, CPA, Founder of Chief Proactive Advisors, LLC, and President of SMD Consulting & Accounting, LLC, introduces his master class on how to take your tax and accounting firm from compliance only to a highly profitable client advisory services practice while allowing you to achieve more work-life balance. The first module features an overview of the complete Chief Proactive Advisor system for transitioning from transactional, compliance-based tax and accounting revenue to ongoing, higher-value advisory service income. The first step? Discover your passions. This is the foundational element of the complete program upon which all other steps will be based, and it is an essential component of truly building an advisory firm and/or career you love.
Sean will share his hands-on strategies for transforming your current tax, accounting, and bookkeeping practice into an advisory services firm built on your unique gifts, goals, and clients to generate significant profits, productivity, and more work-life balance.
Sean founded SMD Consulting & Accounting on the steadfast belief that small business owners want and need advice and strategy to minimize taxes, increase work/life balance, improve cash flow, and plan for the future. He aggressively pushes SMD forward in new and innovative ways to further add value to the lives of small business owners.
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