CPA - medium firm
CPA - large firm
Enhance your practice’s tax season by exploring automated workflows and new tax advisory services that can significantly boost your firm's profitability. Proactively learning about compliance-based services and supporting technology will be crucial before the next tax season commences.
Join Dawn Brolin, CPA, CFE, as she delves into the critical importance of incorporating reasonable compensation calculations in your tax preparation process to avoid compliance issues. Discover efficient workflows for calculating reasonable compensation and access Dawn's pricing models for reporting on reasonable compensation to create client engagements reflecting the true value of these services.
Learning Objectives:
- Identify strategies to implement a strategic advisory product and service line tailored to reasonable compensation to future-proof your firm
- Recognize the importance of introducing a strategic advisory service focusing on tax compliance for S-Corp and small business clients to generate new revenue streams
- Describe methods to eliminate inefficiencies in tax preparation and advisory workflows by integrating AI-driven technology in your firm
- Outline the use of automation to streamline client organizer delivery, document collection processes, and communication involved in tax return preparation
Dawn Brolin, CPA, CFE
The Designated Motivator
CEO
[email protected]
(860) 234-2059
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.
Dawn's podcast, The DM Disruption podcast can be listened to on Apple, Spotify and Google as well as on her website, DawnBrolin.com.
Chris Farrell
Liscio
CEO
[email protected]
(765) 566-7127
Chris has spent his career working both as an accountant and with accountants. Chris started at Arthur Andersen and served as a public-company CFO prior to Liscio. For the last decade, Chris has worked with accountants to improve business operations, efficiencies and profits.
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