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 […]
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 […]
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 […]
Feeling stuck in a rut with your accounting firm? Join my session at Future Forward, "Take Control Over Your Firm" on May 22nd! This webinar will unlock 3 key strategies to empower your practice and drive success: Chart Your Course: Learn the power of strategic planning to set clear goals and stay ahead of the […]
