Here we are again! Another tax season is upon us. I invite you to take control of what I call “productive season” (not busy season!) by joining me February 13, 2023 for a webinar with Heather Sperduto, Vice President of Sales Operations, Accountant Channel at ADP. We will show you how to make this tax season different than any other.

Take away practical tips to help you improve your processes, including documenting pain points, changing the way you look at a tax return, and key technology considerations. Our learning objectives include:

Let’s look at this tax season as a time ripe with possibilities! I will show you how I am taking a new approach to tax season as a launching point for advisory, too, including relationship pricing. Join me at this webinar and make 2023 your most productive tax season ever! Register now.

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 Canopy’s QuickBooks integration and many other tools can add value
• See the step-by-step process Dawn uses to implement Canopy, including the onboarding process and real client workflows
• Takeaway actionable strategies and a complete implementation checklist

Learn how to streamline and transform your transactional practice to create a proactive practice with these PowerSHIFT strategies from The Designated Motivator for Accounting Professionals, Dawn Brolin, CPA, CFE, and Sean Duncan, CPA,  Founder of SMD Consulting & Accounting, LLC. In this session you will learn:

 

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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