Firms of all sizes are facing serious capacity challenges as the demand for your services continues to go UP while the supply of available talent continues to go DOWN. One solution has been to let clients go, but this creates more pressure on the system as these newly-orphaned clients seek firms to help them. And […]
To this day, many accounting firms rely on a traditional billing model. However, as the industry evolves and clients demand more predictable pricing and ongoing support, more and more accounting firms are moving towards a recurring revenue model. In this webinar, we will explore the benefits of transitioning to a recurring revenue model for accounting […]
Now that tax season is over, it’s time to transition all of your completed SMB (small-to-medium business) tax preparation engagements into new, higher revenue tax planning ones. Dawn Brolin, CPA, CFE, and the designated motivator for accounting professionals will show you how in six simple steps! In this session, Dawn will walk you through the […]
Technology is changing the way your clients expect to work and manage their financials. To stay relevant to your clients, accounting professionals are retooling to launch into new services and will need to acquire new skill sets, one being that of a technologist. This session will discuss why it’s important to not just implement technology […]
Tax Advisory is the buzz of the day, but what does that mean, exactly, and how do you either add these services to your existing practice or use them to launch an entirely new practice? Join us as the major thought leaders gather to review where we are, how you can put together a concrete […]
Face Your Challenges Head On. Reduce Friction In Your Practice. This is Your Time to Soar!Most accountants and bookkeepers struggle with process inefficiencies, dated technologies, scope creep, and high friction with client collaboration, resulting in extreme workload pressures and limited capacity in their practices and lives. In other words, they are “flapping” when they should […]
Ensuring that you have the most efficient and consistent client experience possible will make your firm more productive and profitable now and in the future. It’s time to take control and maximize your processes and the right technologies to make it happen. Join Dawn Brolin, CPA, CFE, as she shares the exact process she uses […]
Join Dawn Brolin, CPA, CFE, and The Designated Motivator for Accounting Professionals in Dawn’s Dugout for live Q & A sessions on proposals, pricing and getting paid on Monday, Aug. 7 from 2 to 3 p.m. EST. Let’s get into what’s on your mind! Register here and submit any questions you have, so we can […]
Workflows are more than an industry buzzword word or business jargon, but what does “workflow” actually mean? Put simply: a workflow is something you already use every day - whether you call them workflows, guidelines, or processes. In this webinar, Dawn Brolin, the Designated Motivator for Accounting Professionals, and Kat Sloan, Sales Manager at Corpay, […]
Bridging the Gap The Unique CPA's Third Annual Conference August 29-30, 2023 at the Loews Chicago O’Hare Hotel The Unique CPA's Annual Conference is a must-attend event for professionals in the accounting industry who are looking to learn, network, and engage with their peers. With an impressive lineup of keynote speakers, interactive sessions, and […]
