Content Provider
Smd consulting
Sponsored by
Ignitionlogo
Handout Materials
Presentation Slides
Additional Materials
Workbook
Webinar Technical FAQs
Free cpe webinars
Chief Proactive Advisor: Master Class Module 6 - Create the Plan

CHIEF PROACTIVE ADVISOR: MASTER CLASS MODULE 6 - CREATE THE PLAN

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 12, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
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. We are in the home stretch with the final and most important of all sessions!

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: Create the Plan.

This is the capstone of the 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 taking all of your work from defining what success looks like to you through using this vision to transform 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. This module will become your go-to resource for the ongoing work of creating a life and business that serves rather than creates suffering or stifles you.  

Learning Objectives:


  • Compile all the pieces together into a cohesive plan for execution

  • Practice creating clarity on how you want your future career and firm to come into being

  • Outline the process of change with clearly defined milestones and timelines

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Sean Duncan

SMD Consulting
President & Founder
[email protected]
(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.

About Our Sponsor

Ignitionlogo
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.