Are you an accounting professional who wants a smoother and more productive relationship with your clients? Dawn Brolin, CPA, is committed to making 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 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 after 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 and 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.
Dawn is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.
For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.
Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2022 Top Presenters Awards“ by CPAacademy.org as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of Accounting Today’s “2018, 2019, 2020, and 2021 Top 100 Most Influential People in Accounting.”
As an in-demand thought leader, speaker, and the author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning is not a one-time event, it is a critical part of being able to achieve the success you want for yourself and your team.
Dawn has appeared on many top-rated news programs and is consistently recognized with awards of distinction in the accounting profession. She has delivered hundreds of webinars and keynote speeches and works with many technology solution providers to help them better understand how to create and market their solutions. She is also a Designated Motivator to her peers and the collegiate softball team she is the assistant coach of at Eastern Connecticut State University.