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Free cpe webinars
Can You Have a Tax Season With No Overtime? Yes, You Can!

CAN YOU HAVE A TAX SEASON WITH NO OVERTIME? YES, YOU CAN!

Available Date(s)
Tuesday, August 16, 2022: 10:00AM EDT
Friday, August 26, 2022: 5:00PM EDT
Wednesday, August 31, 2022: 11:00AM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This session is designed for any tax pro who wants a smoother and more productive tax season without having to resort to working long hours and sacrificing their weekends. Dawn Brolin, CPA, never works overtime, ever. Not even during tax season - and her firm cranks out a TON of tax returns. Come and learn how she does this. In her trademark “no holds barred” style, Dawn will share the core tech stack that she uses to address each step in her process plus share some clear rules and guidelines she has rolled out for her firm and her clients. It all starts with getting clients to send documents in on time (yes - this is possible!) and then set things up to run smoothly from there. Throughout, security considerations will be addressed, and each attendee will leave the webinar with actionable tips to help make the coming season their best yet.

LEARNING OBJECTIVES:


  • Identify a tried-and-true solution to get clients to send documents on time and on the first request

  • Define a recommended tech stack designed to optimize staff productivity during peak season and beyond

  • List ways to delight clients and add value at every step of the engagement

  • Recognize easy ways to ensure each interaction between staff and client (and vice versa) is secure

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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.
 

Additional Materials
How Liscio Handles Security
Webinar Technical FAQs
Frequently Asked Questions
  • 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.
Handout Materials
Presentation Slides
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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.

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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.