View Details/Register
View Details/Register
View Details/Register
View Details/Register
View Details/Register
CPA - medium firm
Other
Many of us are in the middle of extension season and it is brutal! But did you know extension season is actually the best time of year to make changes in your practice? By making a commitment to evaluate last tax season and do something different than we have ever done before, we change the fact pattern of tax season and extension season. During this webinar we will take action as Monday Morning Quarterbacks and make changes to our game to ensure success in the next season!
Join us for this one-hour session to get the step-by-step playbook to increase efficiencies in your workflow, optimize your client base, engage your employees, and make more money this extension season!
Plus, we’ll do a live demo utilizing integrated document management, eSignature, and your tax app to show you the ultimate tax workflow.
Learning Objectives
- Learn how to assess the prior tax season from start to finish
- Understand how to set expectations for TY18 and how to have greater success
- Evaluate your current technology to maximize your efficiency
- Gain knowledge about how you can change your clients’ experience
- Learn how your cash flow and time spent can be maximized by your commitment to your practice
- See the ultimate tax workflow utilizing Lacerte + SmartVault + DocuSign in action
Dawn Brolin, CPA, CFE
The Designated Motivator
CEO
dawn@powerfulaccounting.com
(860) 234-2059
Dawn is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.
For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.
Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2022 Top Presenters Awards“ by CPAacademy.org as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of Accounting Today’s “2018, 2019, 2020, and 2021 Top 100 Most Influential People in Accounting.”
As an in-demand thought leader, speaker, and the author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning is not a one-time event, it is a critical part of being able to achieve the success you want for yourself and your team.
Dawn has appeared on many top-rated news programs and is consistently recognized with awards of distinction in the accounting profession. She has delivered hundreds of webinars and keynote speeches and works with many technology solution providers to help them better understand how to create and market their solutions. She is also a Designated Motivator to her peers and the collegiate softball team she is the assistant coach of at Eastern Connecticut State University.
Dawn's podcast, The DM Disruption podcast can be listened to on Apple, Spotify and Google as well as on her website, DawnBrolin.com.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Sponsor
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.