Online
Practice PowerSHIFTing: Move From Bookkeeping to Tax and Tax to Advisory
Learn how to streamline and transform your transactional practice to create a proactive practice with these PowerSHIFT strategies from The Designated Motivator for Accounting Professionals, Dawn Brolin, CPA, CFE, and 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 practice you want and your clients need
* How Dawn Brolin transformed her practice from a bookkeeping business to a full-fledged, comprehensive tax and accounting practice generating significant profits, productivity, and more work-life balance
* About the client advisory practice model that Sean Duncan created that allowed him 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
* Take away specific technologies and partner programs you can leverage to achieve PowerSHIFTs in your own practice
* Understand how to implement the strategies and tactics in your own practice
Delivery Method: Group Internet
Course Level: Basic
Field of Study: Business Management & Organization
Prerequisites: None
This course is approved for 1 CPE credit.
