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Teambrolin
Sponsored by
Lisciologo
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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 DateNovember 21, 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

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Teambrolin

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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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.