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 fourth session builds on the first three. 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: Develop Your Services.

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 four 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 versus desired client inventory so that you know without a doubt and in great detail who you help.  

Learning Objectives:

• Define the services you want to offer to your dream clients … the ones YOU want to actually offer


• Match the services you have with your passions, strengths, and ideal client profiles


• Determine pricing based on the quantified value of your services based on your ideal clients