CPAacademy.org | DAWN BROLIN'S SECRETS TO BUILDING A NO-OVERTIME TAX

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Dawn Brolin's Secrets to Building a No-Overtime Tax Practice

Business Management and Organization

DAWN BROLIN'S SECRETS TO BUILDING A NO-OVERTIME TAX PRACTICE

Available Date(s)

Tuesday, November 26, 2024: 2:00PM EST

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
Small Business Owner

Course Description

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.

Additional Materials

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Frequently Asked Questions

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Handout Materials

Presentation Slides

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

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.