Webinar Details
Course Description
Are inefficient processes holding you back from maximizing revenue and profitability? Firm owners often find themselves completing ‘must-do’ administrative tasks that add little to no value. Let’s change that!
Join the lively duo of Dawn Brolin (Powerful Accounting & The Designated Motivator) and Jennie Moore (Moore Details Inc.) for a practical, honest discussion on how to streamline your firm’s processes and boost your bottom line by leveraging technology.
Learning Objectives
- Identify how to clearly define what you do: A clear-cut way to price and package your services, leading to a higher average fee per client.
- Recognize how to get paid for all your work: how to re-evaluate your billing model for improved recoverability.
- Discover how to ditch the manual work: Simple steps to automate time-consuming processes for improved efficiency with technology like Ignition, ProConnect, and QBO.
Prerequisites
- None
Who Should Attend
CPAs, accounting/finance professionals who work with firms.
Advanced Preparation
None
Presenter Details
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Jennie Moore
- Head of Accounting
Jennie Moore is Head of Accounting for Practice Ignition Canada. She is Founder of Moore Details, Inc., a progressive firm committed to modernizing bookkeeping. She is regarded as a global FinTech expert and accounting influencer such as and has been named to the following lists:
- Top 50 North America Cloud Accountants by Hubdoc
- Top 100 Accounting Professionals by Avalara
- Top 100 female Accounting Professional by Practice Ignition
- Top 10 Influencer by Intuit
- 2016 National Firm of the Future by Intuit -
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.
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