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USING TECHNOLOGY FOR EFFICIENT RESULTS DURING TAX SEASON

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

As the end of the year approaches, it is the best time to implement new processes and refine those from the last tax season.  Identifying those pain points you experienced in the last tax season will help you make decisions on which workflows need revisions.  If you are open and ready for positive change, you will not want to miss this webinar where Dawn W Brolin, CPA, CFE, the CEO of Powerful Accounting will walk you through 5 key tax practice workflows that you may be ready to adopt.  Join us for this information packed session!

Learning Objectives:
We will cover 5 tax practice workflows including:


  • Learn how to onboard new clients and efficiently kick start the season with your existing clients

  • Understand the various ways to collect documents from your clients in a systematic and efficient way

  • Learn how the tax preparation process can be streamlined and efficient for more profitability and productivity

  • Learn about the tax return review process, client communications, signature and payment process

  • Understand the pain points through the process and document them for continued improvement

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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.

Sara Cavender

GruntWorx
Executive
sara.cavender@gruntworx.com
(603) 601-8066 x 566

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Sara Cavender is an account executive at GruntWorx, LLC. She received her Bachelors in Communications with a minor in Marketing from Western Carolina University before going into sales and service for large enterprise size accounts for about 5 years. She lives in Franklin NC with her husband and 4 year old son where she has continued her sales career at GruntWorx, LLC.

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Webinar FAQs
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.

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About Our Sponsor

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Innovation has been a key ingredient in Canon's success throughout our history. We are one of the most prolific inventors of consumer and professional imaging solutions. Whatever the product, our emphasis on quality as well as original technologies has earned us the trust of customers around the world.