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Teambrolin
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Free cpe webinars
Transform Your Firm with Integrated Document and Practice Management Solutions

TRANSFORM YOUR FIRM WITH INTEGRATED DOCUMENT AND PRACTICE MANAGEMENT SOLUTIONS

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 5, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Is bouncing between multiple systems slowing you down? Join Dawn Brolin, CPA, CPE of Powerful Accounting, as she shares how connecting SmartVault with Financial Cents took her firm's workflow to the next level. With this integration, you can manage not only your tasks, data, and documents with SmartVault, but also your time and profit margins in Financial Cents. As Dawn describes, it’s the ultimate way to supercharge your workflow ahead of tax season. By leveraging these integrated systems, you can streamline processes, spend your time more effectively, avoid burnout, and better serve your clients – this tax season and beyond. 

Learning Objectives:


  • Identify exactly why Dawn connected her document and practice management solutions 

  • Summarize Dawn’s insider tips to maximize the benefits of this integration 

  • Define the workflow improvements and cost savings Dawn’s firm has achieved

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Teambrolin

Dawn is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.

For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.

Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2022 Top Presenters Awards“ by CPAacademy.org as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of Accounting Today’s “2018, 2019, 2020, and 2021 Top 100 Most Influential People in Accounting.”

As an in-demand thought leader, speaker, and the author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning is not a one-time event, it is a critical part of being able to achieve the success you want for yourself and your team.

Dawn has appeared on many top-rated news programs and is consistently recognized with awards of distinction in the accounting profession. She has delivered hundreds of webinars and keynote speeches and works with many technology solution providers to help them better understand how to create and market their solutions. She is also a Designated Motivator to her peers and the collegiate softball team she is the assistant coach of at Eastern Connecticut State University.

Dawn's podcast, The DM Disruption podcast can be listened to on Apple, Spotify and Google as well as on her website, DawnBrolin.com.

 

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About Our Presenter

Teambrolin
Powerful Accounting, LLC is an accounting firm located in Windham, CT. Our firm provides accounting, oversight, tax compliance, policy and procedure guidance and much more to businesses and non-profit organizations across the country. Powerful Accounting, LLC provides bookkeeping, process implementation, tax preparation, management use financial reporting, IRS and State Taxation representation and resolution, business consulting. We will also provide periodic meetings and/or conference calls to answer questions as necessary. We would be honored to be part of your team and mission and look forward to assisting your entity.