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with Sean Duncan

Transform Your Firm Into a Profitable CAS Practice

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.


Course Overview

Course Details
  • Level: Beginner
  • Cost: Free
  • Field of Study: Business Management & Organization
  • Advanced Prep: None
  • Credit Type: CPE
  • Credit Hours: 1
Course Description
Learn how to streamline and transform your compliance-based tax and accounting practice to create a profitable advisory practice using three key advisory accelerators that Sean Duncan, CPA, Founder of SMD Consulting & Accounting, LLC used to take his tax and accounting firm from primarily tax and compliance services to a highly profitable client advisory services practice.


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    Course Details