Learning Objectives:

• How to identify, structure, and implement the transformational shifts you need to create the advisory service practice you want and your clients need.
• Hands-on strategies for transforming your current tax, accounting, and bookkeeping practice to a full-fledged, comprehensive advisory services firm to generate significant profits, productivity, and more work-life balance.
• Learn about the client advisory practice model that Sean Duncan created to shift his practice from a predominately tax firm to a comprehensive client advisory practice that allows him to spend more time devoted to his family and things he loves to do.
• Understand how to implement the strategies and tactics in your own practice.