Sean M. Duncan, CPA

Founder & Owner – SMD Consulting & Accounting

Creator of The Chief Proactive Advisor Model for Accountants

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The Mission-Driven Advisory Service Model
for visionary Leaders

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The Chief Proactive Advisor

The mission-driven advisory service model for visionary accounting firm leaders

Sean M. Duncan, CPA is the founder and owner of SMD Consulting and creator of The Chief Proactive Advisor service model for accountants as well as the Family Office Advisory System.As a thought leader, advisor, educator he helps his fellow professionals and clients positively transform their businesses and their lives through proactive strategy and planning using his Family Office Advisory System.

He is also dedicated to coaching accounting professionals to leverage their existing CPA (Certified Public Accountant) knowledge to become Chief Proactive Advisors (CPAs) capable of creating extreme value for their clients and additional revenue streams for their firm.

“CPAs across the United States possess so much valuable knowledge about business, finances, and taxes; but too often they shy away from sharing their wisdom in a timely and actionable manner,” says Sean. “I developed The Chief Proactive Advisor (CPA) Model to change that byproviding a systematic approach for transforming compliance based firms into highly profitable and personally fulfilling advisory practices.”

  • “I’ve worked with SMD for over 3 years and they have been such a blessing to me. I don’t even want to think about the financial mess I would have on my hands if I didn’t start working with them. They helped me get my companies set up properly, and help me keep up with all of the many tax regulations and reporting requirements, give me guidance, and help me stay on top of everything. They are great people to work with and truly go out of their way to find the right solutions! Genuine, hard working, smart. Highly highly recommend.”

     
    Kendra Pemberton

  • “As a business owner it is great to have a team behind you to support you and advise you. I want to say thanks to the team for their great advice and help during these crazy Covid times. Your responsiveness to my needs have made a difference. I appreciate the quality and the customer service. Can’t recommended them enough”

     
    Samurai-Inti Martial Arts

  • “Sean and his team are top notch CPAs and consultants. They focus more on business consulting, though obviously taxes play an important role in that. They are very responsive and stay up to date with everything (particularly the fast paced changes related to the various business relief options associated with the COVID-19 issue currently going on). I would have no hesitancy in recommending Sean and his team to anyone looking for a solid business partner.”

     
    Ryan Fuchs

  • “My company is entering its seventh year in which we have relied on our CPA to keep our business operating smoothly. After a couple of years in which we had nothing but issues with our books and filings, SMD Consulting has been absolutely amazing. They oversee our monthly bookkeeping and handle all of our tax reporting and we have been treated very well and have not had to deal with a single issue since engaging them to help us. I am so grateful for Sean and his colleagues at SMD. They also handle some of my personal matters and I highly recommend them for business and personal needs”

     
    Tommy Benizio

  • “SMD has been a great asset to my company. The advice given to me by the people at SMD has been vital to the growth of my company. During tax prep they communicate extremely well to me about what to expect and what I need to do. I also have Leslie manage my books to keep everything in order, giving me more time to spend on my company and family.”

     
    Bryan Piccola

6 Steps to proactive Advisory Services

    Download the Chief Proactive Advisor Service Model for Accountants

    Find Your Passion

    Identify Your Strengths & Weaknesses

    Define Who You Help

    Identify the Products Needed

    Define What Success Looks Like

    Build the Business Plan

    From Transactional to Transformational Takeaways

    Learn how to...

    • Identify, structure, and implement the transformational shifts you need to create the advisory service practice you want and your clients need.
    • Hands-on strategies for transforming your current tax, accounting, and bookkeeping practice to a full-fledged, comprehensive advisory services firm to generate significant profits, productivity, and more work-life balance.
    • Leverage the client advisory practice model that Sean Duncan created to shift his practice from a predominately tax firm to a comprehensive client advisory practice thatallows him to spend more time devoted to his family and things he loves to do.
    • Implement the strategies and tactics in your own practice.

      Download the Chief Proactive Advisor Service Model for Accountants

      If you are interested in having Sean participate in your upcoming event or scheduling a private seminar, please get in touch with us here.