case study

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.

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

Related resources

Webinar 1 CPE

Managing Your Workforce

Pricing fundamentals for CPA firms

Join us to learn how to simplify billing, break up with the billable hour, and put the client first while working less and being more profitable.

Hi there, what brings you here today?