Accounting High

135 Chief Proactive Advisor (feat. Sean Duncan, CPA)

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Episode 135

In this episode of Accounting High, host Scott interviews Sean Duncan, CPA, founder of a successful advisory-only firm. They discuss Sean's journey from a quarter-life crisis to starting his own firm, turning down the FBI, and getting comfortable with value pricing. Sean also shares insights on his hiring process, sticking to core values, and letting go of clients.

Interview:

  • Sean discusses his quarter-life crisis and how he ended up in accounting.

  • The interview focuses on Sean's firm and its transition to an advisory-only practice.

  • They also discuss the firm's focus on bookkeeping clients, real estate, and wealth management.

  • Sean emphasizes the importance of core values and sticking to them, as well as the hiring process and getting comfortable with value pricing.

  • They talk about letting go of clients and the challenges of finding the right staff to do the work.

    • Shoutouts:

    • SMD Consulting & Accounting, QuickBooks

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