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Self-Study CPE
MANAGING YOUR STAFF
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CREATING AN INNOVATION STRATEGY FOR ACCOUNTING FIRMS
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GROWING FROM 0-100 CLIENTS, OVERCOMING HURDLES AT EACH STAGE
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Free cpe webinars
Building Your Company’s Roadmap: How to Manage Your Success Strategy

BUILDING YOUR COMPANY’S ROADMAP: HOW TO MANAGE YOUR SUCCESS STRATEGY

Cost Free   CPE Credits 1.0 hour   Subject Area Business Management and Organization  Course Level Basic  Instructional Method Group Internet Based  Prerequisites CPE for CPAs  Advanced Preparation None  Who should attend? Bookkeeper
CPA - small firm
CPA - medium firm
Other 
Series: Bookkeeper, TSheets Business Bootcamp 
Course Description

We have all heard the saying “Plan the Work, then Work the Plan”.  It is easier said than done.  But in 2019, you have the ability create a success strategy that will change your business for years to come.  We will discuss five critical core concepts that you must work on in order to create a foundation for that success.  What is great is that you own your own business, you have the right to determine your destiny.  Having a strategy is planning the work and managing the strategy is working the plan!

Learning Objectives:


  • Understand with clarity where your business stands today

  • Identify where you want your business to be in one year – keeping it simple

  • Learn about establishing systems to enable you to achieve the success quicker

  • Understand how important it is to surround yourself with positive

  • Learn how to evaluate your business through the process and make changes when necessary

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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.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

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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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

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TSheets is a time tracking application designed and engineered for companies across multiple industries that need to track, manage and report time. Utilizing web-based, cloud computing technology that integrates with multiple platforms, smartphones and software programs, TSheets provides a customizable alternative to paper timesheets and punch cards to streamline HR and IT roles for businesses of all sizes—from freelance shops to corporations employing tens of thousands.