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Making the Move from Bookkeeping to Tax and Tax to Advisory

January 6 @ 12:00 pm - 1:00 pm EST

Free
Free ADP CPE Webinars

Participants of the live webinar will be eligible for 1 free CPE credit.

Register

Summary

Objectives:

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:

  • How to identify, structure, and implement the transformational shifts you need to create the practice you want and your clients need
  • How Dawn Brolin transformed her practice from a bookkeeping business to a full-fledged, comprehensive tax and accounting practice generating significant profits, productivity, and more work-life balance
  • Learn about the client advisory practice model that Sean Duncan created that allowed him to shift his practice from a predominately tax firm to a comprehensive client advisory practice that allows him to spend more time devoted to his family and things he loves to do
  • Take away specific technologies and partner programs you can leverage to achieve powerSHIFTs in your own practice
  • Understand how to implement the strategies and tactics in your own practice
Delivery Method: Group Internet
Course Level: Basic
Field of Study: Business Management & Organization
Prerequisites: None

This course is approved for 1 CPE credit.

NASBA Approved. Sponsor # 103021.

Wolters Kluwer 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

New York note: Wolters Kluwer is a registered Continuing Education sponsor with the New York State Board for Public Accountancy, State Education Department. (Sponsor #000085) | Texas note: We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. (Sponsor #000001). Please check with your State Board which has final authority on the approval of courses for CPE credit. The content presented during this webcast is for informational purposes only and should not be construed as legal or tax advice. ADP encourages you to consult with appropriate legal or tax professionals for circumstances related to your business.

ADP, the ADP logo and Always Designing for People are trademarks of ADP, LLC. All other marks belong to their respective owners. Copyright © 2021, Inc. ALL RIGHTS RESERVED.

Dawn Brolin, CPA, CFE
CEO
Powerful Accounting

Powerful Accounting is a nationally recognized accounting, tax, forensic and fraud, IRS and State Agency audit professionals as well as a QuickBooks consulting firm.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 amazing Team at Powerful Accounting.

Sean Duncan, CPA
Sean Duncan, CPA
President
SMD Consulting & Accounting

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