Events Calendar

TECH ADVISOR CHAT: HOW SECURITY & A GREAT TECH STACK REINFORCE EACH OTHER

Clients are relying on their accountants and bookkeepers more than ever to learn what technology solutions are available and which solutions are the best fit for them. Accounting professionals have the opportunity to do this while also elevating their status to trusted advisors, by educating clients on key issues. Join Dawn Brolin, CPA, CFE, and […]

CLIENT ONBOARDING THE DAWN BROLIN WAY WITH LISCIO AND SMARTVAULT

In this session, Dawn Brolin, CPA, CFE, shares her step-by-step client onboarding process for three key client service opportunities: monthly accounting, tax preparation, and advisory services using her onboarding technology linchpins, Liscio and SmartVault. During the session you will learn Dawn’s approach to eliminating bottlenecks, cyber security risks, and the inefficiencies that reduce profitability during […]

How to Fall in Love with Your Firm, Again

Be the leader your firm and clients need you to be in 2022. Join Alison Ball, Director of Marketing and Influencer Strategy at Liscio, and a panel of accounting experts for this inspiring episode of Practice Excellence. As history proves, it’s necessary to look to the future to lead your firm and navigate through the […]

The Ultimate Practice Management Checklist

Attend this live webinar with Dawn Brolin, CPA CFE, who chose Canopy for her own firm and is pulling back the curtain so you can learn exactly how to evaluate and implement Canopy for your firm’s needs. In this session you’ll learn: • How to evaluate what your firm needs from a practice management solution. • Learn […]

How Dawn Brolin Leverages Reasonable Compensation to Increase Tax Advisory Revenue

Progressive tax and accounting professionals are making  the shift toward advisory services as a fundamental strategy to support the future viability of their firms and  professional careers. To expand existing and prospective client relationships further, many of these accounting leaders are leveraging reasonable compensation analysis as an entry point to create enhanced revenue opportunities while […]

Deep Six Your Firm’s Security Risks with Dawn Brolin & Visory’s Wes Stillman

Deep Six Your Firm’s Hidden Security Risks Before Busy Season with Dawn Brolin Most tax and accounting professionals know that data security is a hot topic and have some protections in place for their tech stack, However, surface-level security is not enough to meet the IRS 4557 Security Six requirements. You need to go deeper […]

6 STEPS TO LESS STRESS THIS TAX SEASON WITH DAWN BROLIN AND LISCIO

Tax season is no time to be dealing with bottlenecks, cyber security risks, and inefficiencies that increase stress and reduce profitability during client onboarding and communications. That’s why now is the time to implement smart strategies to proactively put an end to these productivity issues by streamlining all of your client communications in one place […]

The Easy Guide to Implementing Practice Management

Canopy

Feeling overwhelmed about implementing practice management software at your firm? Learn from expert, Dawn Brolin, CPA, CFE in this webinar as she demonstrates how her tax and accounting practice is implementing Canopy and how she has prepared her clients and firm to use it successfully. In this webinar you’ll learn: • How easy it is […]

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