Webinar Details
Course Description
Success in firm management is often directly impacted by the quality of client relationships. Great client management, in turn, is often a result of great workflow.
A firm that gets workflow right has a higher chance of aligning its clients to its processes and seeing success.
Oftentimes, firms want their clients to do the right thing — respond to requests on time, send files to the right places, pay well and on time, etc. But without the right workflow in place, this will be difficult.
In this webinar, Dawn will show you how to optimize your firm’s workflow and build successful client relationships so you can have the peace of mind you need to scale your firm.
Learning Objectives
- Identify what makes workflow work for your firm.
- Discover case studies of how optimized workflows took firms’ client relationships to the next level.
- Recognize the pitfalls to avoid in navigating optimized workflow and building successful client relationships.
- Identify how to use optimized workflow to build successful client relationships.
- Discover the tips and tech to take your workflow from basic to optimized.
Prerequisites
- None
Who Should Attend
CPAs, accounting/finance professionals who work in firms.
Advanced Preparation
None
Presenter Details
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Dawn Brolin
- Speaker, CEO of Powerful Accounting, Inc.
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 Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics”... Read more
NASBA Sponsor
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Encoursa 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: NASBAregistry.org.
Date & Time
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
Optimizing Workflow: Key to Successful Client Relationships
Sponsored by Financial Cents
- Oct 16, 2024
- 4:00 PM EDT
- Credits: 1.00
FREE
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