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.

Learning Objectives:

• Identify, structure, and implement the transformational shifts you need to create the advisory service practice you want and your clients need


• Recognize your passions so you can live a more profitable, rewarding, and fulfilling life at work and home (and carve out more free time in the process)


• Determine the risks and opportunities associated with both changing and NOT changing your professional trajectory


• Practice Sean’s advisory strategies and workflow tactics in your own practice to help you free up the time to work on your business, not in your business