SPEAKER: Sean M Duncan, Founder, Chief Proactive Advisors, LLC
SESSION TITLE: How to Build a REAL Business Plan (for your firm or clients)
SESSION DESCRIPTION:
We have all seen the “off the shelf” business plan kits that give you a lot of homework with little actual actionable outcomes beyond a neat little binder of “stuff”. Firm owners and clients need more personalized and relevanttools than generic templates.
Sean M Duncan, CPA the President of SMD Consulting & Accounting, LLC (a nationally recognized business and tax advisory firm) and Chief Proactive Advisors, LLC (a celebrated coaching firm focused on teaching accountants and business owners how to make meaningful change in their lives and businesses), regularly coaches and teaches business owners on tax savings, success, profitability, life/work balance, and BUSINESS PLANNING.
Sean’s primary goal in this session is to help accountants not only learn how to build more relevant and efficient plans that help them achieve more professional and personal success, but also provide them with the tools to start generating more revenue by advising their clients on the same methods they are using for themselves.
While accounting professionals possess valuable knowledge about business, finances, and taxes; they too often shy away from using their wisdom to better their own lives and the lives of their clients. The reason? They don’t know what exactly they can (and should) put into their advisory offering or how to price it.
In this workshop Sean will show attendees how to:
Differentiate between the “boiler plate” business plan and an actionable plan.
Apply the Chief Proactive Advisor methodologies to build a customized roadmap.
Utilize these methods for themselves and to create billable advisory services.
Field of Study: Business Management & Organization
Program Level: Basic/ 1 CPE credit / Non-Technical
Prerequisites: None
Advance Preparation: None
Speaker BIO:
Sean M. Duncan, CPA is the president of SMD Consulting & Accounting and founder of Chief Proactive Advisors, LLC. built his reputation as a thought leader in the accounting industry by focusing on advising, teaching, and helping clients with proactive strategy and planning. CPAs across the United States possess so much valuable knowledge about business, finances, AND taxes; but all too often they shy away from sharing their wisdom in a timely and actionable manner.
Over the last 25+ years, Sean has accumulated a diverse and unique set of credentials and knowledge that he shares through speaking at conferences and events, in private seminars, one on one with clients, and with his very talented team at SMD.
A recognized expert on comprehensive financial and business strategy, Sean M. Duncan, CPA has been a speaker at AccountingWeb Live, Insightful Accountant’s Future Forward, Scaling New Heights, and many other conferences. He is a member of ADP’s Accountant Advisory Council, and Ignitions Client Council.
He has contributed to Intuit’s Accountant blog and is a frequent contributor to articles in The Dallas Morning News, Insightful Accountant and other publications and has made numerous appearances as a TV or radio show guest, and often speaks at conferences across the United States.
Email: sean@chiefproactiveadvisor.com
LinkedIn:
https://www.linkedin.com/company/chief-proactive-advisors-llc/
Facebook:
https://www.facebook.com/ChiefProactiveAdvisorsLLC
Website:
https://www.chiefproactiveadvisors.com/