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