Dawn Brolin is here to chat about paying attention to the 2023 tax law changes and how we can have communications and conversations with our clients as we work through this tax season and how that can change the structure of your firm.
Dawn Brolin is here to chat about paying attention to the 2023 tax law changes and how we can have communications and conversations with our clients as we work through this tax season and how that can change the structure of your firm.
Here we are again! Another tax season is upon us. I invite you to take control of what I call “productive season” (not busy season!) by joining me February 13, 2023 for a webinar with Heather Sperduto, Vice President of Sales Operations, Accountant Channel at ADP. We will show you how to make this tax […]
Episode Summary This episode is sponsored by Canopy. Learn more at https://www.getcanopy.com/ Paul Hamann, the founder of RC Reports, joins Dawn to talk in-depth about reasonable compensation and how his business can help firms present accurate reasonable compensation figures to their clients. Listen now to learn why Paul started RC Reports, the consequences of […]
This episode is sponsored by Liscio. Learn more at https://liscio.me/ Episode Summary Liscio joins the DM Disruption! Join Dawn as she chats with Chris Farrell, the CEO of Liscio, and Alison Ball, the Director of Marketing and Influencer Strategy at Liscio. In this episode, you’ll learn the importance of maintaining proper cyber security in […]
It’s no secret that the accounting profession is a specific target for cybercriminals, especially during tax season. The risks get higher each year, which is why it is so critical to take a fresh look at your security protocols and make sure they are up to speed, and your team, clients, and third parties that […]
The inaugural #AppyHour Camp came to a close a few days ago and I have to tell you, the experience was epic! A huge shout out to Liz Scott and Heather Satterley for having the vision to bring so many top-tier accounting profession educators, upcoming rockstars, and dedicated solution providers together. It was an honor […]
For those of us running public accounting and bookkeeping practices, we are continually called on to be a trusted advisor to our business clients, a credible conduit between the government and the rest of society when it comes to communicating and interpreting the tax code, plus a dedicated “doer” of the work. Oh, and that’s […]
I am super excited for Appy Hour Camp coming up September 19 to 21! Who wouldn’t be? It’s going to be a fun adult camping experience hosted by Heather Satterley and Liz Scott, and me, The Designated Motivator, as the M.C. Let me assure you, however, this isn’t going to be all s’mores and camp […]
Dawn Brolin, CPA, CFE was recently welcomed as a new member of the Intuit Tax Council. The Intuit® Tax Council, a group of forward-thinking tax professionals who help lead positive change in the professional tax community, and provide inputs and insights that help shape the Intuit ProConnect™ business strategy. You can read Dawn’s interview about […]
I use Bookkeep for all of my clients’ ecommerce payment transactions. This app was literally a life-changing discovery I made a couple of years ago at a conference. I met the awesome Bookkeep team, learned about the amazing QuickBooks and ecommerce integrations and I was sold! In case you are wondering, it’s completely affordable and the implementation took maybe 10 minutes. That’s all it takes and, as I can personally attest to, Bookkeep’s automation saves on average at least 20 hours per month per client. Seriously, it’s freaking amazing!