Chief Proactive Advisors help business owners and professionals Achieve life-work balance on their own terms.

Joined June 2022
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Summer is in full swing and Sean Duncan is counting down the days he will be at #AppyHourCamp2024 🌟 Excitement levels are through the roof! Honored to be part of an event where creativity and technology converge. #TechEvent #Networking #Innovation
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Success in accounting isn't just about profits—personal fulfillment for owners & staff is key. Join our webinar to explore tips & tools for defining and achieving your unique success. Register for free: lnkd.in/g3-p3Be7 #practicemanagement #success #webinar @TriMerit
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Sean Duncan is pumped to go to @qbappyhour camp this year!! Counting down the days until he joins the innovative minds at #AppyHourCamp2024 and dives deep into the world of app development and technology. #TechEvent #Networking #Innovation #DigitalCommunity #TechEnthusiasts
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Catch Sean Duncan this THURSDAY for a must-attend @ignitionapp #webinar! #Taxseason is officially over so let's talk about the good, the bad, and the funny with @DawnBrolin, and the one and only @1EsquireCFO! Grab your spot today: ignitionapp.info/3WbTWbr
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Sean Duncan, CPA, built his reputation as a thought leader in the #accountingindustry by focusing on advising overwhelmed #accountants, #bookkeepers, and #CPAs. Add the program to your #event. Reach out to him today: chiefproactiveadvisors.com/c…
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Lectures and Sessions really can be fun! Sean Duncan offers a variety of ways to teach you and your team the #ChiefProactiveProgram to increase your business revenue without increasing your working hours. Want to learn more? Visit our website: chiefproactiveadvisors.com/
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Lost in your practice journey? Discover insights from Sean Duncan, Geni Whitehouse, and Roman Kepczyk in the #EnsuringSuccess session hosted by @CPAPracticeAdv. Watch here: youtube.com/watch?v=9762mj7M… 🚀
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Concerned on changing your pricing to reflect #Advisory instead of just the yearly #taxreturn? Sean Duncan is here to tell you - You'd be surprised on what your clients will say! Need support on making that change? Check out chiefproactiveadvisors.com/
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You can learn the #program on your own terms! Sean Duncan offers a variety of ways to teach you and your team the exact process he used to make more #revenue while spending more time with his family. Sean would love to teach your team the path to #success. Contact us Today!
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Replying to @cordes_tax
When we coach people on this kind of transition, we start with understanding their personal goals first.  Based on their tolerance for risk, we lay out a plan accordingly.    There's no one way to do it because every person and firm is different and needs a different approach.
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Sean Duncan was at CPA Practice Advisor's #EnsuringSuccess last month! This session, Approachable #Advisory: Wrapping Your Arms Around #SpendManagement, learn the definition of spend management and how it can impact your CAS practice. Watch here: youtube.com/watch?v=CXgVHAax…
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!Hire Sean to teach the full #program to you and your team in the comfort of your office. He will make sure you complete the work and are ready for success before the end of the #workshop. Send a DM or Contact us to get started: chiefproactiveadvisors.com/c…
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Happy Holidays from Sean Duncan and the Chief Proactive Advisors team. Wishing you and your family and warm and bright holiday season.
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The Chief Proactive Advisor program follows these 6 steps to achieve the success you deserve! Each step is a full course in the program. Check out more about the program here: chiefproactiveadvisors.com/ #advisory #chiefproacticeadvisor #transformyourfirm
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Year-end tax planning is here! Sean Duncan was a guest on the Market By Mario Podcast last week giving some great tips on how to set up your business for success for 2024! Give it a watch here: youtube.com/watch?v=6jCo8LX4… #yearend #taxplanning #businesssucess
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Sean Duncan, a luminary in the #AccountingIndustry, is a published author! 📖 Uncover priceless insights from industry experts. Whether you're in the realm of #AdvisoryServices or looking for a standout holiday gift, this book is your answer. amazon.com/dp/B0CDNKXQQL?ref…
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Did you catch this episode of the Practice Success #Podcast by @canopysuite? Sean Duncan dives into the challenging transformation of a traditional #accountingpractice into a future-facing firm. Give it a listen and let us know what you think! youtube.com/watch?v=w9m5VtwD…
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Heads up, business champs! @ADP is making waves with a jaw-dropping offer: 6 MONTHS of FREE service! New clients, and first #payroll by January 18th, 2024. Even if you're already in the ADP fam, your "new" ventures qualify. Don't miss out! accountantprogram.adp.com/ac…
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Save the date! Sean Duncan is honored to be a speaker at the 2024 #EnterprisingGentlemen Dallas Summit! 📆 Secure your Early Bird tickets now, available until Dec 15th! 🎤🔥 #thoughtleadertalks synclabmedia.ticketspice.com…
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