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In this session, Dawn Brolin, CPA, CFE, shares her step-by-step client onboarding process for three key client service opportunities—monthly accounting, tax preparation, and advisory service—using her onboarding technology linchpins, Liscio and SmartVault.
During the session, you will learn Dawn’s approach to eliminating bottlenecks, cyber security risks, and the inefficiencies that reduce profitability during client onboarding. By leveraging two key players in her Team Brolin Starting Lineup Tech Stack, Liscio and SmartVault, Dawn will break down a practical onboarding process enabling you to take on more clients, in less time, while providing each one with an exceptional experience.
You will also see the exact client engagement and other templates that Dawn uses in her client onboarding process as well as how she uses specific technology tools to make the entire process streamlined, secure, and seamless. At the end of the session, you will have everything you need, step-by-step, to make client onboarding more efficient and your client experience even better in your firm.
Learning Objectives:
- Identify the importance of having a tech stack that supports your client onboarding process and how it will benefit clients and your firm
- Design a systematic, secure, and seamless client onboarding workflow starting with efficient and seamless communication and a secure, easy-to-implement document management system for the collection and organization of all necessary information
- Give examples of the templates that are essential for implementing an efficient and effective client onboarding process
- Evaluate your client onboarding workflow and tech stack to identify gaps that you need to solve for
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.
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