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Maximizing Productivity with the Ultimate Spend Management Platform

MAXIMIZING PRODUCTIVITY WITH THE ULTIMATE SPEND MANAGEMENT PLATFORM

Cost Free
Presentation Length 1.0 hour

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

Automation is the key to efficiency and profitability in the accounting profession. It enables firms to maximize workflow and increase capacity to focus on advising clients. One of the most fundamental ways to realize immediate benefits from automation is beginning with a powerful spend management platform.

In this webinar, Dawn Brolin, CPA, CFE, and The Designated Motivator for Accounting Professionals, demonstrates how implementing a comprehensive spend management platform allows her to optimize workflow processes to focus on higher level advisory services and provide her clients with an intuitive and secure solution for all aspects of their payment needs.

Learning Objectives:


  • Recognize how specific automation processes can create more efficiency, cost savings, and accuracy, opening up opportunities to scale services

  • Observe how the right payment platform can help reduce risks related to fraud and data theft or loss

  • Identify how to integrate spend management into accounting workflows to reduce billable hours spent on manual processes and increase those devoted to higher margin services

  • Demonstrate how to achieve more efficiency in the accounts payable process by following proven protocols for accounting automation, reimbursements, approvals, spend controls, and pay by credit card


This webinar is for practitioners offering bookkeeping, accounting, and advisory services and firms looking to increase and expand their revenue streams by utilizing payables as part of their service offerings.

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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 Presenter

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Powerful Accounting, LLC is an accounting firm located in Windham, CT. Our firm provides accounting, oversight, tax compliance, policy and procedure guidance and much more to businesses and non-profit organizations across the country. Powerful Accounting, LLC provides bookkeeping, process implementation, tax preparation, management use financial reporting, IRS and State Taxation representation and resolution, business consulting. We will also provide periodic meetings and/or conference calls to answer questions as necessary. We would be honored to be part of your team and mission and look forward to assisting your entity.