CPAacademy.org | BEST PRACTICES FOR CPAS WORKING WITH SMALL BUSINESSES

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BEST PRACTICES FOR CPAS WORKING WITH SMALL BUSINESSES

Watch Archived Video

Cost Free

Presentation Length 1.0 hour

Recorded DateSeptember 25, 2015

CPE:Not available

(archived webinars do not offer CPE credits)

Subject AreaPractice Management (Management Advisory Services)

Course LevelBasic

Who Should AttendCPA - small firm
CPA - medium firm
Other

Series: Women in Accounting, Top Presenters 2023

Course Description

Attendees will learn how to ask the right questions and provide small businesses with the appropriate services to build good business processes and assist them in running a successful business, determine the best simple software solutions for small businesses – learn how to implement affordable software solutions into businesses hectic daily schedules without wasting their valuable time and money and become aware of the types of fraud small businesses are at risk for and how to prevent it from happening to your clients. Dawn Brolin’s first-hand experience as a CPA and small business owner has provided her with a wealth of knowledge that she is eager to share.

Testimonials

David, WI

"I love the excitement and passion of the presenter. Very exciting to see and hear what fellow accounting firms are doing to excel at amazing clients. Tying in a proactive accounting firm with excellent software platforms with a true client-focus is refreshing. It's an industry-changing and niche attitude that results in outstanding performance. Thank you!"

Debra, FL

"This was my first webinar with CPAacademy.org. I was very impressed. It was informative, kept my attention and was very interesting. I liked the interaction of the Questions and Answers from the others attending. I will definitely sign up for other webinars."

Wallace, NC

"As a result of this webinar, I was able to confirm the appropriateness of many of our business practices, and was also able to hear some new ideas on how to improve our services and our client base. Thanks!!"

Lucia, OK

"This is the best thing that has happened to me all week! Dawn is like a little encyclopedia of practice help. I wish I could tap into her marketing expertise.."

Craig, PA

"Really made me rethink about the way I run my practice. The credit card in advance option really makes one think. Much better than running after my billings !"

Merris, NY

"The presentation was well done. It was very informative. It was presented with clarity and was very motivational. The presenter did a great job"

Ronald, PA

"Super presentation presented with a passion and energy that just energizes the participants....if it doesn't then you must be comatose!!!"

Robert, FL

"Dawn did a fabulous job. Need more seminars explaining or demonstrating some of the software indicated. Great job Thanks."

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Dawn Brolin, CPA, CFE

The Designated Motivator
CEO
dawn@powerfulaccounting.com
(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.

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.