Date: November 8th 12:00-1:00pm EST Is bouncing between multiple systems slowing you down? Join Dawn Brolin, CPA, CPE of Powerful Accounting, as she shares how connecting SmartVault with Financial Cents took her firm's workflow to the next level. With this integration, you can manage not only your tasks, data, and documents with SmartVault, but also […]
Join us on Nov 8th to explore how your firm can shift to optimize an existing subscription price model. CPA.com and Jirav will be hosting the webinar “How the Subscription Model Can Transform Your Firm via FP&A Advisory”. Ron Baker and Devon Saris moderate a practical session with Dawn W. Brolin, CPA, CFE, Jody Grunden, […]
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 […]
Sick of hammering out 1040s 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 (Powerful Accounting and your Designated Motivator) for a special workshop on Thursday, January 25th where she walks you through how she took […]
Each day, Kellie and Dawn will take turns showing you how to systematically document your processes and develop your workflow so you can: Reach your goals for your firm this year (without grappling with inefficiencies) Have a better tax season and hit client targets By the end of this 3-day challenge, you should have your […]
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: Mastering Client Expectations: Learn how to set crystal clear expectations using contracts and Engagement Letters. Efficiency with Technology: Discover how to leverage Ignition & […]
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 […]
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 […]
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 […]
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 […]
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 […]
