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PYUP Tech Stack handout
Tech Stack ROI Reality Check handout
Free cpe webinars
Maximize the ROI of Your Firm with a Best-of-Breed Tech Stack

MAXIMIZE THE ROI OF YOUR FIRM WITH A BEST-OF-BREED TECH STACK

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 24, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

The rapid growth of technology has created a new digital landscape for accounting firms to work and manage the practice. Adopting and implementing the ideal tech stack and workflows remains a challenge that firms need to juggle while doing the actual work and making the most out of their tech investments.

Luckily, the solution and success are out there and ready to be seen. In this webinar, Dawn Brolin, CPA, CFE, and CEO of Powerful Accounting, shares her firm's best-of-breed tech stack and how she uses it to drive more profits year over year and in less time. Exclusive discounts will be made available for all attendees.

Learning Objectives: 


  • Give examples of the bottlenecks that Dawn removed in her workflow to improve her firm’s productivity significantly

  • Identify her firm's best-of-breed tech stack that supports a streamlined tax and admin workflow

  • Evaluate a live demo of Dawn's tech stack and workflow that added $30K back to her bottom line this past tax season

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dawn is a Certified Public Accountant, Certified Fraud Examiner, and CEO of Powerful Accounting, LLC. The firm has two locations in Connecticut, one in Windham and one in New Haven. Powerful Accounting is a nationally recognized accounting, tax, forensic and fraud, IRS, and State Agency consulting firm. Powerful Accounting has recently partnered with Anderson, Brolin & Coba CPAs, LLC – a powerhouse tax preparation, consulting, and wealth management firm where Dawn is a partner. In addition, Powerful Accounting created a sister company, Your Turn, LLC, where they specialize in application consulting and small businesses’ implementation.

Dawn’s list of professional accomplishments is extensive and includes working with prestigious companies such as Intuit, TSheets.com, Fundera, MSNBC, and The Woodard Group, and many more.  Named “Top 25 Most Powerful Women in Accounting” 2012-2017 by CPA Practice Advisor, a “Top 10 Managing Partner Elite – Great Accounting Firm Leader” in 2017 by Accounting Today, and selected as a “Top 40 Under 40” by CPA Technology Magazine in 2009. Dawn continues to pursue excellence with the support of her fantastic Team at Powerful Accounting.  

Known for her hilarious presentation style, Dawn has been featured on MSNBC “Your Business” and has spoken at Intuit’s QuickBooks Connect, Scaling New Heights, Sleeter Conference, TD Bank North locations, Tory Johnson’s Small Business Spark and Hustle Tour, Live Your Legacy Summit, and many more. Her commitment to continuing education motivates her to learn something new every day, and she recently passed the Certified Fraud Examiner exam in the summer of 2017. Her next goal is to earn her Certified Forensic Accountant license.
 

About Our Sponsor

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SmartVault offers secure, cloud-based document management and client portals specifically built for the unique security, compliance, and workflow needs of accounting professionals. Our automated workflows, integrations, and customization features allow you to create document workflows that work for you while providing confidence that your documents are always protected and secure.