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Free cpe webinars
Are Your Clients IRS Audit Ready?

ARE YOUR CLIENTS IRS AUDIT READY?

Cost Free
Presentation Length 1.0 hour 

Recorded DateFebruary 6, 2019  CPE:Not available  (archived webinars do not offer CPE credits) Subject AreaBusiness Management and Organization  Course LevelBasic  Who should attend?CPA - small firm
CPA - medium firm
Other 
Course Description

With today’s technology, an IRS audit needn’t be a painful undertaking. In fact protecting your clients from audit should be seen as a value add opportunity. Use the upcoming tax season to educate your clients on the latest IRS regulations plus the latest technology that will not only keep them out of trouble with the IRS, but help organize their back office and give them greater visibility into how their business is performing.

An IRS audit is time consuming and expensive and according to Dawn Brolin, CPA, CFE can be easily avoided with education, some up to date systems and the right technology.

Learning Objectives:


  • How to help your clients understand IRS requirements

  • Best practices for record retention & management

  • Key technology additions to you tech stack

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 audit professionals as well as a QuickBooks consulting firm. Recently, Powerful Accounting has 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 implementation for small businesses.
 
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 amazing 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 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.

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Damien Greathead, MBA

Receipt Bank
Vice President - North America
damien@receipt-bank.com
(855) 969-5448

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Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.

About Our Sponsor

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Receipt Bank's aim is to remove the burden that bills, receipts and invoices place on businesses. Working with bookkeepers, accountants and businesses directly, Receipt Bank has developed its software and service to make the gathering, storage and processing of bills, receipts and invoices as easy and as cost-effective as possible.