Practice PowerSHIFTing: Move From Bookkeeping to Tax and Tax to Advisory

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

* 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

Delivery Method: Group Internet

Course Level: Basic

Field of Study: Business Management & Organization

Prerequisites: None

This course is approved for 1 CPE credit.

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