How to Shift from Tax to Advisory with Sean M. Duncan, CPA, and Dawn W. Brolin, CPA
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.
- Learn 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.
