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.
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.