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 fifth session builds on the first four. 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: Specify Success. This step 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 determining what success looks like to you and how you can use this vision to transform your current tax, accounting, and bookkeeping practice into an advisory services firm built on your unique gifts, goals, and clients to generate significant profits, productivity, and less stress. Continuing on to step five is another critical part of creating a life and business that serves rather than creates suffering or stifles you.

Learning Objectives: 

• Define success on your own terms and use this definition as a guiding star for building a plan in Session #6 that incorporates all that was created in the prior sessions


• Determine the characteristics of your perfect world and life so you have a clear vision of what you want in the future


• Construct a bucket list that you will actually achieve


• Identify how you can use this opportunity to uncover or refine passions previously defined in Session #1