Date & Time: May 18th at 10:00 am PST / 1:00 pm EST

Duration: 60 minutes

Instructor: Dawn Brolin, CPA, Sponsored by Liscio

Sign Up Now: https://liscio.cpaacademy.org/webinars/a0D2S00000uOtATUA0

 

This session is designed for any accounting professional who wants a smoother and more productive relationship with their clients.  Dawn Brolin, CPA, is committed to making the changes in her firm to make the experience the BEST it can be – for both clients and staff. In this webinar, she will share her journey and the solution she landed on to make everyone happy.

When you have a poor client experience, it sets off a ripple that affects the entire firm. How frustrated are your clients?  What does this cause in terms of loss of productivity and increased frustration for your staff?  

Dawn’s firm uses a professional practice management/workflow solution to manage their workflow and tasks to accelerate productivity, collaboration and visibility.  However, clients struggle with email as a general rule (they ignore it, they can’t respond on the go, etc), and this led Dawn’s staff to have to do a lot of chasing for documents they needed. They were also drowning in email and had too many places to look for documents from clients. Dawn needed a solution that worked for CLIENTS who are on the go and do not have scanners or printers at hand, but that also worked for staff as well. 

Come and learn how she integrated a great team experience with a great client experience, to dramatically improve productivity and reduce frustration on both sides of the equation.

 

LEARNING OBJECTIVES:

By completing this webinar, attendees will be able to:

  1. Identify current bottlenecks in their firm, including the issues that email causes
  2. Discover a tried and true solution to get clients to send documents on time and on the first request.
  3. Uncover easy ways to ensure each interaction between staff and client (and vice versa) is secure. 
  4. Learn how to create a single source of truth for all client communications, for staff.

 

WHO SHOULD ATTEND?

Anyone who serves multiple clients and wants a smoother and more productive daily experience for both staff and clients.

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!

This session is designed for any tax pro who wants a smoother and more productive tax season.  Dawn Brolin, CPA, will identify key challenges that must be addressed for staff to be fully productive during peak times without having to resort to late nights and overtime. She will start with how to get clients to send documents in on time (yes – this is possible!) then proceed into staff collaboration, workflow, firm-side storage, and tax prep software considerations. She will share her tech stack and explain where each application fits in her overall workflow.  Throughout, security considerations will be addressed. At the end of this webinar, attendees will have a clear roadmap to make the 2021 TY your best ever.

Dawn Brolin, author of the new book, The Designated Motivator for Accounting Professionals, leads this strategy-focused session to help you implement key changes for more productivity and profitability this tax season.

In this session you will go through a reassessment process to help you determine the path for your firm moving forward, post-COVID, and in the face of ongoing changes for regulations and filings. We need to be sure we are prepared for whatever may come next. This will be an interactive session where you will use the time to lay out your firm’s business strategy and integrated technology ecosystem to become more profitable, more efficient, and most importantly, happier with your professional life this tax season and beyond.

Join Dawn on November 10 at 2 p.m. for the premiere of The Designated Motivator for Accounting Professionals: Reassess Your Success to Maximize Tax Season Profits webinar.

Based on the new book, The Designated Motivator for Accounting Professionals, Dawn leads this strategy-focused session to help you implement key changes for more productivity and profitability this tax season. Register now!

During the webinar you will go through a reassessment process to help you determine the path for your firm moving forward, post-COVID, and in the face of ongoing changes for regulations and filings. We need to be sure we are prepared for whatever may come next. This will be an interactive session where you will use the time to lay out your firm’s business strategy and integrated technology ecosystem to become more profitable, more efficient, and most importantly, happier with your professional life this tax season and beyond.

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