April 11, 2023

Webinar

1 Total CPE Credits

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Webinar (CPA Crossings): Leverage Integrated Technology Ecosystem to Maximize Profit

  • Instructor

    Dawn Brolin

Dawn Brolin, author of the new book, “The Designated Motivator for Accounting Professionals”, leads this practical, play-by-play session to help you understand the key positions that every firm needs to fill with the right technology solutions and provider partnerships.

Attendees will learn how to leverage integrations between all technology applications for tax, accounting, client experience, and administrative workflows.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation you will be able to…

  • See how an advanced tax solution and integrated cloud-based document management system create an efficient workflow for your practice, saving you time and increasing your ROI.
  • Identify specific tools you can use to maximize the productivity and profitability of your firm’s key workflows to increase revenue for your practice.
  • Apply the concepts from this course in a real accounting firm.
  • Implement these strategies and tactics in your own practice.
  • Increase the value of your services by reducing costs and increasing throughput.

Major Topics

The major topics that will be covered in this class include:

  • How to put more money and billable time back into your practice.
  • Scientifically-proven motivational theories that will keep your mindset positive and your productivity high this tax season.

CPE Credits Available

1
Total CPE
1
Accounting

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Practitioners offering tax preparation, accounting, payroll, and client advisory services who want to learn the latest technology solutions and how to leverage them to optimize their practices.

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 49 49
    Join

  • COCPA Non-Member

    $ 64 64
    Your Price

Please login to register.