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As the end of the year approaches, it is the best time to implement new processes and refine those from the last tax season. Identifying those pain points you experienced in the last tax season will help you make decisions on which workflows need revisions. If you are open and ready for positive change, you will not want to miss this webinar where Dawn W Brolin, CPA, CFE, the CEO of Powerful Accounting will walk you through 5 key tax practice workflows that you may be ready to adopt. Join us for this information packed session!
Learning Objectives:
We will cover 5 tax practice workflows including:
- Learn how to onboard new clients and efficiently kick start the season with your existing clients
- Understand the various ways to collect documents from your clients in a systematic and efficient way
- Learn how the tax preparation process can be streamlined and efficient for more profitability and productivity
- Learn about the tax return review process, client communications, signature and payment process
- Understand the pain points through the process and document them for continued improvement
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.
Sara Cavender
GruntWorx
Executive
[email protected]
(603) 601-8066
Sara Cavender is an account executive at GruntWorx, LLC. She received her bachelor’s in communications with a minor in marketing from Western Carolina University before going into sales and service for large enterprise size accounts for about five years. She lives in Franklin, NC, with her husband and four-year-old son, where she has continued her sales career at GruntWorx, LLC.
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