Learn how to streamline and transform your compliance-based tax and accounting practice to create a profitable advisory practice using the Family Office Advisory Model created by Sean Duncan, CPA, Founder of SMD Consulting & Accounting, LLC.
In this session you will learn:
- 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.
- 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.
WHO SHOULD ATTEND? Practitioners looking to create new financial advisory services for their firms. Firms who need to migrate and evolve their cloud-based tech solutions and profitably optimize their firm’s operations in order to support a new business model.
Register for this, and all of the sessions, HERE
