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 third session builds on the first two, where participants discovered their passions, identified their strengths, and matched these two elements to start seeing the intersection of their joy, capabilities, and work-life balance. 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: Define Who You Will Help. 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 to an advisory services firm built on your unique gifts, goals, and clients to generate significant profits, productivity, and less stress. Continuing on to step 3 is another critical part of creating a life and business that serves rather than creates suffering or stifles you. It’s the process of taking a current vs. desired-client inventory so that you know without a doubt, and in great detail, who you help.

Learning Objectives: 

• Define the traits of your dream clients


• Evaluate and reconcile the clients you have to your ideal client profile


• Determine what your ideal client wants/needs


• Identify the value of what your ideal client wants/needs in anticipation of the fourth step