Content Provider
Smd consulting
Sponsored by
Ignitionlogo
Handout Materials
Presentation Slides
Additional Materials
Workbook Module 2
Webinar Technical FAQs
Free cpe webinars
Chief Proactive Advisor: Master Class Module 2 - Identify Your Strengths

CHIEF PROACTIVE ADVISOR: MASTER CLASS MODULE 2 - IDENTIFY YOUR STRENGTHS

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 7, 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 that allows you to achieve more work-life balance. The second session builds on the first one, where participants discovered their passions. Now 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: Identify Your Strengths. This 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 transforming 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 more work-life balance.

Learning Objectives:


  • Identify the transformational shifts you need to create the advisory service practice you want and your clients need

  • Recognize your strengths beyond the ones you currently use so you can understand how to apply them in new and more fulfilling ways

  • Practice creating the foundation of a plan to implement the changes you wish to make in your life by honing in on how your strengths can help you create new services and eliminate those that no longer serve you

  • Determine the best way to implement Sean’s advisory strategies and workflow tactics in your own practice to help you free up the time to work on your business, not in your business

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.