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Free cpe webinars
How to Create a Profitable Client Advisory Services Practice

HOW TO CREATE A PROFITABLE CLIENT ADVISORY SERVICES PRACTICE

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 16, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Do you want to transform your compliance-based tax and accounting firm into a profitable advisory practice? Join this informational webinar to learn how to use a streamlined, strategic, and secure document management workflow to make that transformation.

Join Sean Duncan, CPA, Founder of SMD Consulting & Accounting, LLC, as he shares the key advisory accelerators he used to take his tax and accounting firm from primarily tax and compliance services to a highly profitable client advisory services practice.
 
Learning Objectives:


  • Identify the transformational shifts needed to create the advisory service practice your clients need 

  • List strategies for transforming your current tax, accounting, and bookkeeping practice into a full-fledged, comprehensive advisory services firm

  • Describe how these strategies can generate significant profits, productivity, and more work-life balance

  • Give examples of specific workflows and file structures created that will help you free up your time to work on your business, maximize efficiency, and offer proactive and profitable advisory services

  • Determine how to implement Sean’s advisory strategies and workflow tactics in your own practice

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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

Smartvault logo
SmartVault offers secure, cloud-based document management and client portals specifically built for the unique security, compliance, and workflow needs of accounting professionals. Our automated workflows, integrations, and customization features allow you to create document workflows that work for you while providing confidence that your documents are always protected and secure.