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Free cpe webinars
Improving How You Work With Your Clients So That Both Sides Win


Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 18, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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.

Learning Objectives:

  • Identify current bottlenecks in your firm, including the issues that email causes

  • Present a tried-and-true solution to get clients to send documents on time and on the first request

  • Recognize easy ways to ensure each interaction between staff and client (and vice versa) is secure

  • Determine how to create a single source of truth for all client communications, for staff

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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 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.

Dawn's podcast, The DM Disruption podcast can be listened to on Apple, Spotify and Google as well as on her website,

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About Our Sponsor

Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.