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Fraudontherise intuit


Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 10, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

It’s often not a matter of if fraud will occur, but when it will occur.  Small businesses are prime targets for criminals looking to steal money because they typically have more credit than an individual and fewer processes and protections in place that a large corporation would have.
Breaches and other fraud crimes are on the rise and Business Identity Theft is a real issue facing small business owners. More and more, criminals are getting a hold of business information (via the Dark Web or other means), and are impersonating a business officer to take out loans, file fake tax returns and much more.    These kinds of crimes leave the business owner responsible for clearing the mess, often suffering financial and reputational loss in the process. 
This course will educate the small business owner about breaches and fraud; how they occur and implications if they happen to you, as well as common fraud schemes today and how to better protect your business. 
Learning Objectives:

  • Learn why accountants and other small business owners are at increased risk for fraud.

  • Learn how a breach can impact your business, both legally, financially, and reputationally.

  • Receive tips for responding to a breach event

  • Learn about common fraud schemes targeting accounting firms and other small businesses and how to protect against them.

  • View a demo of Detect & Defend, a new product from Intuit, that can help detect fraud or theft early, and resolve it for you, if it does occur.

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Tara Bolt

EZShield, Inc.
Director, Client Services
(888) 439-7443


Tara Bolt brings more than 13 years of account management and fraud prevention experience to EZShield. As a hands-on promoter of customer experience, she launches new initiatives and programs to help prevent and resolve fraud and leads the integration of those solutions with EZShield’s partners, including Intuit. Tara has trained over 10,000 representatives on identity protection services.

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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,, 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 her continuing education motivates her to learn something new every single 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 in 2018.


Jamie Herbstman

Intuit Product Development
(650) 944-4147

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After learning how fraud can be devastating to a small business, Jamie began to research, develop and  ultimately bring to market Detect & Defend, from Intuit, the makers of QuickBooks. Jamie now helps educate small business owners about fraud and popular scams, so they can be as knowledgeable as possible in order to keep their business out of harm’s way.  Jamie brings her passion for helping businesses grow and her 20 years of strategy and product development experience to her role as small business champion.

About Our Sponsor

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.