Don’t miss your chance to join Dawn Brolin as she shares three indispensable strategies to ensure your practice is not just prepared, but excels in handling IRS notices.

What you’ll learn: 

• Mastering Client Expectations: Learn how to set crystal clear expectations using contracts and Engagement Letters.

• Efficiency with Technology: Discover how to leverage Ignition & Eric Green’s expert proposal templates to save time and enhance accuracy.

• Seamless Compensation: Uncover strategies to ensure you get paid for all your hard work effortlessly.

Join Dawn Brolin, CPA, CFE, in a compelling session that reveals how a flawed engagement process nearly derailed her practice and well-being.

 This webinar isn’t just a recount of challenges; it’s a guide to strengthening your defence against legal threats. Gain essential insights and strategies to protect your practice, learning from Dawn’s first-hand experience. Secure your spot now and empower yourself to navigate the legal landscape. 

Join us to discover the best, worst, and funniest stories from this tax season. Learn how our expert panelists navigated challenges and managed unexpected issues, like when a client attempted to write off a $12K pool expense for client meetings, or landscaping costs as a home office expense. Hear firsthand how they kept their composure and handled these surprising scenarios.

These stories will not only entertain and inspire you but also provide valuable lessons and cautionary tales to prepare you for the next tax season. Register to join us to find out the biggest takeaways and what our panelists learned from their experiences.

If you feel overworked this tax season, it’s time to get your life back! Join Dawn Brolin, CPA, as she takes you through her billing model best practices, identifies scalable approaches to tax advisory services, and shares practical insights that will redefine your client experience. You will also learn how Dawn leverages Intuit ProConnect and Quickbooks Online to deliver higher-value tax advisory services. Finally, we will show you a sneak peek of the newest Intuit ProConnect and Ignition integration.

Learning Objectives:

• Recognize the benefits of planning and advisory services

• Determine how to scale your practice using tax advisory services with Ignition, Intuit Quickbooks, and ProConnect

• Identify ideal planning and advisory client types

• Design processes to separate compliance and advisory activities

• Communicate tax savings strategies

• Propose how to easily sync your tax service invoices and payments into QuickBooks Online from Ignition

SAVE YOUR SPOT – Join Us!