CPAs, accountants, and bookkeepers across the United States possess valuable knowledge about business, finances, and taxes. Still, too often, they shy away from sharing their wisdom in a timely and actionable manner. This is a critical problem for businesses in our country because they’re missing out on the high-value advice that can often be the difference between succeeding or sinking. Furthermore, when accounting professionals are relegated to transactional compliance work, it can lead to frustration, burnout, and a negative impact on their lives.

Alleviating this issue is precisely why The Chief Proactive Advisor Program was created. Sean M. Duncan—husband, dad of three, CPA, and founder of SMD Consulting & Accounting and Chief Proactive Advisors, LLC—says, “I’m on a mission to help accounting and other service-based professionals enjoy their work, their life, and their firms while exponentially growing revenue and the value they add to every engagement. This success can be achieved by using the same six-step CPA2 System that I used myself to transform my tax-based firm into a highly profitable advisory practice.”

The six steps in the CPA2 System include:
1. Find Your Passion
2. Identify Strengths & Weaknesses
3. Define Whom You Help
4. Identify The Products Needed
5. Define Success
6. Create the Business Plan

The CPA2 program incorporates mindset shifts, tactics, and technology accounting professionals need to define what advisory services actually are. These tools will help you transition from being transactional and compliance-based to solving the issue of a lack of expert guidance for businesses and their owners while delivering the most value possible.

Learning Objectives:

• Recognize the value a more proactive advisor can bring to business clients


• Outline how performing only transactional compliance work can lead to frustration and burnout


• Recall how to grow revenue, add value for clients, and lead a happier life through the CPA2 System