« All Events

Webinar with ADP: Practice PowerSHIFTing Making the Move from Bookkeeping to Tax and Tax to Advisory

January 6, 2022 @ 12:00 pm - 1:00 pm


Learn how to streamline and transform your transactional practice to create a proactive practice with these PowerSHIFT strategies from The Designated Motivator for Accounting Professionals, Dawn Brolin, CPA, CFE, and Sean Duncan, CPA,  Founder of SMD Consulting & Accounting, LLC. In this session you will learn:

  • How to identify, structure, and implement the transformational shifts you need to create the practice you want and your clients need.    
  • How Dawn Brolin transformed her practice from a bookkeeping business to a full-fledged, comprehensive tax and accounting practice generating significant profits, productivity, and more work-life balance.
  • Learn about the client advisory practice model that Sean Duncan created that allowed him to shift his practice from a predominately tax firm to a comprehensive client advisory practice that allows him to spend more time devoted to his family and things he loves to do.
  • Take away specific technologies and partner programs you can leverage to achieve powerSHIFTs in your own practice. 
  • Understand how to implement the strategies and tactics in your own practice.



January 6, 2022
12:00 pm - 1:00 pm
Event Categories:
, , ,
Event Tags:
, , , , ,


View Organizer Website


ADP Webinar
https://event.on24.com/wcc/r/3537210/D4A6D74546515A5F4AA247D4AA15B505?partnerref=INF + Google Map
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram