Sean M. Duncan, CPA

Founder & Owner – SMD Consulting & Accounting

Creator of The Chief Proactive Advisor Model for Accountants

The Mission-Driven Advisory Service Model
for visionary Leaders

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.”

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...

      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.