The Small Firm Shift to Advisory Services

On June 30, 2017, Sean M. Duncan, CPA changed the trajectory of his accounting firm, when he sent a letter to his tax preparation clients announcing that his firm, SMD Consulting & Accounting, LLC, had decided to get out of the tax preparation business. Read more on how he successfully transitioned his firm to become less reliant on tax prep & accounting services and start offering higher-revenue strategic consulting services.

Sean Duncan

Tax season was effectively ruining five months of our year by taking us away from doing what accountants do best for clients – giving them trusted financial advice.

Sean Duncan, CPA, Owner
SMD Consulting & Accounting LLC