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

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

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 5, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
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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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.
 

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.