Tax season can be an excellent opportunity to grow your advisory practice. Join Dawn W. Brolin, CPA, CFE, the CEO of Powerful Accounting, and learn how to provide strategic advice to your clients during this busy time. Gain critical insights on identifying opportunities and delivering value-added services.
Don’t miss your chance to join Dawn Brolin as she shares three indispensable strategies to ensure your practice is not just prepared, but excels in handling IRS notices.
What you’ll learn:
Sick of hammering out good work for clients who don’t listen and don’t seem to care? It’s time to elevate yourself and your practice and get paid what you are worth!
Join Dawn Brolin, CPA, CFE (CEO Powerful Accounting and your Designated Motivator) to learn how to do it in real time. Dawn will walk you through how she took control of her practice, shed most of her clients, and doubled her income.
Dawn will review step-by-step how she engineered the practice of her dreams from the nightmare she had been grinding away in.
Join Dawn Brolin, CPA, CFE, in a compelling session that reveals how a flawed engagement process nearly derailed her practice and well-being.
This webinar isn’t just a recount of challenges; it’s a guide to strengthening your defence against legal threats. Gain essential insights and strategies to protect your practice, learning from Dawn’s first-hand experience. Secure your spot now and empower yourself to navigate the legal landscape.
Success in firm management is often directly impacted by the quality of client relationships. Great client management, in turn, is often a result of great workflow.
A firm that gets workflow right has a higher chance of aligning its clients to its processes and seeing success.
Oftentimes, firms want their clients to do the right thing — respond to requests on time, send files to the right places, pay well and on time, etc. But without the right workflow in place, this will be difficult.
In this webinar, Dawn will show you how to optimize your firm’s workflow and build successful client relationships so you can have the peace of mind you need to scale your firm.
Join us to discover the best, worst, and funniest stories from this tax season. Learn how our expert panelists navigated challenges and managed unexpected issues, like when a client attempted to write off a $12K pool expense for client meetings, or landscaping costs as a home office expense. Hear firsthand how they kept their composure and handled these surprising scenarios.
These stories will not only entertain and inspire you but also provide valuable lessons and cautionary tales to prepare you for the next tax season. Register to join us to find out the biggest takeaways and what our panelists learned from their experiences.
The integration of AI into our workstack is not just innovative; it’s essential for staying ahead. Dawn will share her invaluable insights on how AI is not only reshaping accounting practices but also ensuring that firms operate efficiently and securely in a digital landscape.
Discover the risks associated with remote work and the strategic role AI plays in mitigating these threats. Learn how AI is reshaping accounting and how Dawn integrates cutting-edge AI tools into her daily operations to enhance productivity, accuracy, and, most importantly, security. This session will cover practical AI applications that can transform your accounting workflows, improve client service, and fortify your firm against cyber threats
If you are a CFO or Controller of an ecommerce business, or a CPA or Bookkeeper who serves ecommerce clients, you can’t afford to miss this Webinar!
Shopify is a powerful platform that enables businesses to sell more products easily, but the accounting is complex. And these businesses need you to do it right.
Come and learn 6 key things that CAN hurt you, when doing the accounting for Shopify businesses. Forewarned is forarmed!
If you feel overworked this tax season, it’s time to get your life back! Join Dawn Brolin, CPA, as she takes you through her billing model best practices, identifies scalable approaches to tax advisory services, and shares practical insights that will redefine your client experience. You will also learn how Dawn leverages Intuit ProConnect and Quickbooks Online to deliver higher-value tax advisory services. Finally, we will show you a sneak peek of the newest Intuit ProConnect and Ignition integration.
Learning Objectives:
Recognize the benefits of planning and advisory services
Determine how to scale your practice using tax advisory services with Ignition, Intuit Quickbooks, and ProConnect
Identify ideal planning and advisory client types
Design processes to separate compliance and advisory activities
Communicate tax savings strategies
Propose how to easily sync your tax service invoices and payments into QuickBooks Online from Ignition
SAVE YOUR SPOT – Join Us!
