Tax Representation Network (TRN) and Team Brolin are excited to announce they are presenting The Practitioner’s Advisory Summit Virtual Conference on June 14, 2023. The conference is co-hosted by Eric Green, attorney and founder of Tax Rep Network and Dawn Brolin, CPA, CFE, CEO of Powerful Accounting, LLC. The conference is exclusively sponsored by Intuit with an agenda that provides a practical roadmap for accountants, tax professionals, and bookkeepers to establish and create a successful advisory practice.
“Advisory services is a buzzword in the accounting profession, but for many practitioner’s being able to implement these types of services remains an elusive goal,” said Eric Green. “Attendees of the Summit will learn how to define and design advisory services that align with their goals and how to add these services to an existing practice or use them to launch an entirely new practice.”
The free Summit agenda features key thought leaders discussing all aspects of advisory services including reviewing the current state of advisory services, discussing how practitioners can create a concrete plan to add advisory services to their practices, increasing fees, boosting revenue and improving quality of life while providing clients with in-demand business insights.
The Practitioner’s Advisory Summit Virtual Conference, June 14, 2023
The Summit’s agenda is as follows and will run on Eastern Standard Time:
10:30 a.m. – 11:00 a.m. Registration and Sign In
11:00 a.m. – 11:05 a.m. Welcome Remarks
11:05 a.m. – 12:15 a.m. What are “Tax Advisory” and “Business Advisory” services?
Moderator: Eric L. Green, Esq., Tax Rep Network
Panelists: Diana Crawford, Al-Nesha Jones, CPA, MBA, ASE Group
Dawn W. Brolin, CPA, CFE, MST, Powerful Accounting LLC
12:15 p.m. – 12:45 p.m. Worst Tax Season EVER: Maintaining Your Mental Health
Panelists: Dawn W. Brolin, CPA, CFE, MST, Powerful Accounting LLC
Randy Crabtree, CPA, Tri-Merit
12:45 p.m. – 1:30 p.m. Leveraging Technology: The Tech Tools to Use
Panelists: Dawn W. Brolin, CPA, CFE, MST, Powerful Accounting LLC
1:30 p.m. – 2:00 p.m. Lunch Break
2:00 p.m. – 2:45 p.m. Action Steps: Where to Begin
Panelists: Eric L. Green, Esq., Tax Rep Network
Dawn W. Brolin, CPA, CFE, MST, Powerful Accounting LLC
2:45 p.m. – 3:00 p.m. Break
3:00 p.m. – 3:45 p.m. Pricing: How to go from hourly/product billing to “relationship pricing”
Moderator: Dawn W. Brolin, CPA, CFE, MST, Powerful Accounting LLC
Panelists: Diana Crawford, Al-Nesha Jones, CPA, MBA, ASE Group
3:45 p.m. – 4:30 p.m. Converting Existing Clients and Attracting New Clients
Panelists: Eric L. Green, Esq., Tax Rep Network
Gaynor Meilke, MS, CBC, CTRC, Charisma Ink
More information and registration for The Practitioner’s Advisory Summit Virtual Conference can be found on the Tax Rep Network website and at DawnBrolin.com. Tax Rep Network and the Summit presenters thank Intuit for sponsoring the conference and supporting the advancement of advisory education in the accounting profession.
Hello everyone, and welcome to The DM Disruption!
I’m the host Dawn Brolin. I’m a certified public accountant, Certified Fraud Examiner, and the author of The Designated Motivator. We’re here to help motivate you to take your practice to the next level.
Hello everybody! This is the DM Disruption Podcast! My goal during this podcast is to give out great content from a variety of avenues such as fellow practitioners, as application providers, vendors, who you know, have the secret sauce that comes to helping you run your practice. My goal and my passion is to help every single accounting professional that’s out there, help every single one of you in some capacity. I may not be able to solve all your problems, but over 23 years of experience that I’ve had, in setting up a cloud based anywhere access firm, that can generate a half a million dollars in eight months with three billable people. Imagine what you can do, by changing your mindset, and getting some motivation to make some changes in your practice.
That’s the whole purpose of the DM Disruption! It’s the whole purpose of the book that’s coming out this fall, called The Designated Motivator For Accounting Professionals. I’m going to take my 23 years of experience and jam it into a book that’s less than 100 pages. And I’m going to build a community of people who will come and ask questions, I’m going to be there for you, answer your questions, help you out with some templates, some best practices when it comes to either client interfacing or running your firm with technology, or how to advance in the world of tax resolution or fraud case work, or whatever it is you want to do. My goal is to just take everything outside of this coconut, and suck it out of my brain and shove it into yours. That’s my goal. It’s a whole new level of experience. And that’s what I’m looking for. I’m looking to help those of you who either been in business for a long time, or those of you that are just getting started.
So stay tuned, we’ll drip this out every week, we’re going to have a new guest, or I’m just going to talk to you. I mean, my whole goal is just to be out here having conversations with you, answering questions that I find out on social media or in my own community, and to help you improve your practice to get the best, most efficient, well oiled machine, so that someday when you retire, you can sell that thing for a lot more money than if you don’t have great processes. I’m telling you, the value of your practice is going to be determined by your acceptance of technology and implementing it in a way that will be succession proof. And that’s my goal.
So join me every week as we talk to various guests and again, have conversations with you and I just the two of us if you will, in the DM Disruption Podcast. Thank you so much, I hope you really enjoy this! Feel free to visit my website www.DawnBrolin.com if you want to be a guest, come on, let’s go. Let’s talk about whatever it is you want to talk about pains, great successes, doesn’t matter. Let’s get this community together, and start supporting each other and motivating each other to have the best firms possible!
Okay, so I hope to see you every week, I hope to see you around, I hope to hear from you on the DM Disruption Podcast. Thanks again! I hope you enjoy this podcast. Feel free to visit www.DawnBrolin.com in order to motivate you to improve your practice. Wishing you all the best!
Have a great day!
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Hello!
What a wild ride the past few years have been for the accounting profession. We’ve been called on like never before to be a trusted advisor to our business clients, a reliable resource for individuals who need our expertise when dealing with the financial fallout of the pandemic, and of course, being the conduit between the government and the rest of society when it comes to communicating and interpreting the tax code.
I think for many of us, this feeling of being overwhelmed and out to sea has become our new normal, and to me, that’s not the way anyone should live because life is too short! I wrote The Designated Motivator for Accounting Professionals as a lifeline for those of you who are struggling, and for those of you who want to find an easier path to achieving the success in your practice and your personal life that you so richly deserve.
Over the next several months, I’ll be sharing The Designated Motivator for Accounting Professionals philosophy and practical strategies from my Team Brolin All-Star Playbook at events and in partnership with many of my Starting Lineup solution providers. I invite you to attend a webinar, listen to my podcast The DM Disruption, and read the book. My goal is to make it easier for you to succeed with a proven path to a more profitable and productive practice.
I’d love to hear from you about the struggles and the successes you are having, so please drop me a line and we can connect via email.
