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 and saying goodbye to unsecured email and tax documentation.
In this session, Dawn Brolin, CPA, CFE, shares her step-by-step client onboarding process for tax preparation starting with a “one place” philosophy for client onboarding and tax communication linchpin, Liscio. She will show you how to take on more clients, in less time, while providing each one with an exceptional experience to help you, and your clients, be less stressed, and ready to hit the ground running come January 1.
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 year. We didn’t see last year coming, but we’ve already had 12 months to take stock and prepare for what’s next. So let’s not let the next 12 months take us by surprise. Be the leader your firm and your clients need you to be.
To achieve this, we need to remind ourselves about the importance of leadership, how to lead, and what our teams and clients expect. As well as exploring ways that you can take the pain out of running your firm; from client collaboration to internal practice management. There is a better way to organize your work and your life while offering more value to your clients.
While you can’t predict what’s coming with perfect certainty, you can develop much more clarity than you might imagine about what you could and should become – create a vision, define a plan, and set it into motion.
This practical session will cover:
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 client onboarding. By leveraging two key players in her Team Brolin Starting Lineup tech stack, Liscio and SmartVault, Dawn will break down a practical onboarding process enabling you to take on more clients, in less time, while providing each one with an exceptional experience.
You will also see the exact client engagement and other templates that Dawn uses in her client onboarding process as well as how she uses specific technology tools to make the entire process streamlined, secure and seamless. At the end of the session you will have everything you need, step-by-step, to make client onboarding more efficient and your client experience even better in your firm.
Date & Time: February 24, 2022 at 9:00 am PST / Noon EST
Duration: One hour
Hosts / Instructors: Dawn Brolin, CPA, CFE, The Designated Motivator for Accounting Professionals
Webinar Platform: Liscio Zoom Webinar
Congratulations! You made it through 2021 YE and 1099 preparation!
Clients don’t know how hard you worked to ensure their relevant year-end documents were prepared and filed – because if you are like most firms, you and your team just powered through it by working long hours and drinking a lot of caffeine.
But does it have to be this way? Does it have to be so stressful?
Dawn Brolin, CPA, CFE doesn’t think so, and she wants to help you and your staff have a better year ahead, including a much smoother and less stressful YE. Now is the time to take a moment and reflect what worked, what didn’t, and put the wheels in motion to make changes for the better.
The great news is that Dawn’s recommendations can be done by anyone, and are affordable and EASY to roll out.
Come and learn from her as she shares:
Claim your spot here: https://us02web.zoom.us/webinar/register/WN_a6VXu5G5RNm43Dn5abxm3A
This webinar is free of charge, and we are looking forward to seeing you there!
Managing a busy accounting, bookkeeping, or tax practice isn’t easy. You’ve got so many things to juggle and there are never enough hours in the day. Security, staff productivity, and client satisfaction are top of mind for most firm owners but how do you balance all three, given that many tech solutions are strong on one dimension, and weak on the others?
Join Chris Farrell, CEO of LiscioCX, and Bob Hollander, CEO of Swizznet, as they share key strategies you can employ to significantly simplify your tech stack in order to delight clients and enable staff to enjoy their most productive workdays ever.
Security, ease of use, and delight for clients and staff do not have to be incompatible – if you know the simple path to follow, you CAN “have it all”. Come and learn the things that top firms do in order to differentiate themselves from their competitors by creating an environment where staff can do the best work of their lives, clients are delighted, security worries are a thing of the past, and profits soar.
By attending this webinar, you will learn