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CPA - small firm
CPA - medium firm
Small Business Owner
Dawn Brolin, CPA, CFE, and efficiency expert is ahead of the curve when it comes to transforming her tax practice. In this webinar she will give firm leaders a behind-the-scenes look at how she cut her tax prep time by over 50%, gaining maximum productivity and efficiency. Attendees will learn how to seriously streamline every aspect of your tax prep workflow ahead of extension season and next year’s tax rush.
Dawn will show you exactly how to structure your tax practice to optimize profitability while minimizing work time and overhead. She’ll also share with you how she is redefining the way she runs her tax practice and tax season workflows to eliminate overtime, reduce the risk of burnout, and incorporate more downtime and work-life balance even in the heart of tax prep season.
Learning Objectives:
- List what steps you can take to improve your cloud-based tax workflow
- Determine how to reduce administrative time and create efficiencies both before and during return preparation, using the latest features from her accounting software
- Summarize how Dawn transformed her tax workflow by syncing Liscio, Gruntworx, and SmartVault with her preferred tax software
- Identify how to create a collaborative client experience (CX) and secure, organized folder structure in the cloud with SmartVault and Liscio
Dawn Brolin, CPA, CFE
The Designated Motivator
CEO
[email protected]
(860) 234-2059
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.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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