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Self-Study CPE
TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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HOW TO ONBOARD A NEW CLIENT TO YOUR ACCOUNTING FIRM
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WORKING REMOTELY: 5 STRATEGIES FOR SUCCESS
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MAKING THE HYBRID WORK MODEL WORK FOR YOUR FIRM
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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Free cpe webinars
Chief Proactive Advisor: Master Class Module 1—Discover your Passions

CHIEF PROACTIVE ADVISOR: MASTER CLASS MODULE 1—DISCOVER YOUR PASSIONS

Available Date(s)
Wednesday, August 17, 2022: 11:00AM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Bookkeeper
Course Description

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

Linkedin

Sean Duncan

SMD Consulting
President & Founder
sduncan@smdaccounting.com
(469) 252-4547

Smd consulting

Sean founded SMD Consulting & Accounting on the steadfast belief that small business owners want and need advice and strategy to minimize taxes, increase work/life balance, improve cash flow, and plan for the future. He aggressively pushes SMD forward in new and innovative ways to further add value to the lives of small business owners.

Additional Materials
Workbook
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

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Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.