Content Provider
Brolin logo
Sponsored by
Lisciologo
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Client Onboarding the Dawn Brolin Way With Liscio and SmartVault

CLIENT ONBOARDING THE DAWN BROLIN WAY WITH LISCIO AND SMARTVAULT

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 29, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

In this session, Dawn Brolin, CPA, CFE, shares her step-by-step client onboarding process for three key client service opportunities—monthly accounting, tax preparation, and advisory service—using her onboarding technology linchpins, Liscio and SmartVault. 

During the session, you will learn Dawn’s approach to eliminating bottlenecks, cyber security risks, and the inefficiencies that reduce profitability during client onboarding. By leveraging two key players in her Team Brolin Starting Lineup Tech Stack, Liscio and SmartVault, Dawn will break down a practical onboarding process enabling you to take on more clients, in less time, while providing each one with an exceptional experience.

You will also see the exact client engagement and other templates that Dawn uses in her client onboarding process as well as how she uses specific technology tools to make the entire process streamlined, secure, and seamless. At the end of the session, you will have everything you need, step-by-step, to make client onboarding more efficient and your client experience even better in your firm.

Learning Objectives:


  • Identify the importance of having a tech stack that supports your client onboarding process and how it will benefit clients and your firm

  • Design a systematic, secure, and seamless client onboarding workflow starting with efficient and seamless communication and a secure, easy-to-implement document management system for the collection and organization of all necessary information

  • Give examples of the templates that are essential for implementing an efficient and effective client onboarding process

  • Evaluate your client onboarding workflow and tech stack to identify gaps that you need to solve for

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Brolin logo

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

Lisciologo
Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.