Content Provider
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Sponsored by
Lisciologo
Free cpe webinars
Improving How You Work With Your Clients So That Both Sides Win

IMPROVING HOW YOU WORK WITH YOUR CLIENTS SO THAT BOTH SIDES WIN

Available Date(s)
Thursday, August 18, 2022: 11:00AM EDT
Monday, August 22, 2022: 4:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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 a Certified Public Accountant, Certified Fraud Examiner, and CEO of Powerful Accounting, LLC. The firm has two locations in Connecticut, one in Windham and one in New Haven. Powerful Accounting is a nationally recognized accounting, tax, forensic and fraud, IRS, and State Agency consulting firm. Powerful Accounting has recently partnered with Anderson, Brolin & Coba CPAs, LLC – a powerhouse tax preparation, consulting, and wealth management firm where Dawn is a partner. In addition, Powerful Accounting created a sister company, Your Turn, LLC, where they specialize in application consulting and small businesses’ implementation.

Dawn’s list of professional accomplishments is extensive and includes working with prestigious companies such as Intuit, TSheets.com, Fundera, MSNBC, and The Woodard Group, and many more.  Named “Top 25 Most Powerful Women in Accounting” 2012-2017 by CPA Practice Advisor, a “Top 10 Managing Partner Elite – Great Accounting Firm Leader” in 2017 by Accounting Today, and selected as a “Top 40 Under 40” by CPA Technology Magazine in 2009. Dawn continues to pursue excellence with the support of her fantastic Team at Powerful Accounting.  

Known for her hilarious presentation style, Dawn has been featured on MSNBC “Your Business” and has spoken at Intuit’s QuickBooks Connect, Scaling New Heights, Sleeter Conference, TD Bank North locations, Tory Johnson’s Small Business Spark and Hustle Tour, Live Your Legacy Summit, and many more. Her commitment to continuing education motivates her to learn something new every day, and she recently passed the Certified Fraud Examiner exam in the summer of 2017. Her next goal is to earn her Certified Forensic Accountant license.
 

Additional Materials
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Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Sponsor

Lisciologo
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.