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Practice PowerSHIFTing: Making the Move from Bookkeeping to Tax and Tax to Advisory

May 3 @ 2:00 pm - 3:00 pm EDT

Free ADP CPE Webinars

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


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
* 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.


Sean Duncan, CPA
Founder @SMD Consulting & Accounting, LLC
ADP Advisory Board Member Regular volunteer with the 501st Legion (501st.com) Developed “Family Advisory” Model for his Firm Noted speaker at Ensuring Success and for real estate investment and mortgage professionals

Dawn Brolin, CPA, CFE
The Designate Motivator for Accounting Professionals @Powerful Accounting, Inc.
Dawn W. Brolin, CPA, CFE is the founder of Team Brolin and author of The Designated Motivator, a practical guide for individuals who have the passion for engaging, encouraging and empowering others to reach their full potential in business and their personal lives. Her latest book is The Designated Motivator for Accounting Professionals: The Proven Path to Increase Profitability and Productivity in Your Practice. Dawn is the CEO of Connecticut-based CPA firm, Powerful Accounting Inc.,and the owner of Fight Against Fraud, a training organization dedicated to helping accounting professionals and small businesses optimize their operations and reduce their fraud risks. Dawn’s extensive accounting expertise and personal entrepreneurial experiences fuel her passion for helping other business owners succeed through the application of smart technology solutions, effective financial management, and comprehensive business continuity and fraud mitigation strategies. 

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