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 that allows you to achieve more work-life balance. The second session builds on the first one, where participants discovered their passions. Now 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: Identify Your Strengths. This is another foundational element of the complete 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 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 the transformational shifts you need to create the advisory service practice you want and your clients need


• Recognize your strengths beyond the ones you currently use so you can understand how to apply them in new and more fulfilling ways


• Practice creating the foundation of a plan to implement the changes you wish to make in your life by honing in on how your strengths can help you create new services and eliminate those that no longer serve you


• Determine the best way to implement 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