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. We are in the home stretch with the final and most important of all sessions!

Sean will lead attendees through another critical step in transitioning from transactional, compliance-based tax and accounting revenue to ongoing, higher-value advisory service income: Create the Plan.

This is the capstone of the Chief Proactive Advisor program 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 taking all of your work from defining what success looks like to you through using this vision to transform your current tax, accounting, and bookkeeping practice to an advisory services firm built on your unique gifts, goals, and clients to generate significant profits, productivity, and less stress. This module will become your go-to resource for the ongoing work of creating a life and business that serves rather than creates suffering or stifles you.  

Learning Objectives:

• Compile all the pieces together into a cohesive plan for execution


• Practice creating clarity on how you want your future career and firm to come into being


• Outline the process of change with clearly defined milestones and timelines