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Maximizing Productivity with the Ultimate Spend Management Platform

MAXIMIZING PRODUCTIVITY WITH THE ULTIMATE SPEND MANAGEMENT PLATFORM

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 29, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Automation is the key to efficiency and profitability in the accounting profession. It enables firms to maximize workflow and increase capacity to focus on advising clients. One of the most fundamental ways to realize immediate benefits from automation is beginning with a powerful spend management platform.

In this webinar, Dawn Brolin, CPA, CFE, and The Designated Motivator for Accounting Professionals, demonstrates how implementing a comprehensive spend management platform allows her to optimize workflow processes to focus on higher level advisory services and provide her clients with an intuitive and secure solution for all aspects of their payment needs.

Learning Objectives:


  • Recognize how specific automation processes can create more efficiency, cost savings, and accuracy, opening up opportunities to scale services

  • Observe how the right payment platform can help reduce risks related to fraud and data theft or loss

  • Identify how to integrate spend management into accounting workflows to reduce billable hours spent on manual processes and increase those devoted to higher margin services

  • Demonstrate how to achieve more efficiency in the accounts payable process by following proven protocols for accounting automation, reimbursements, approvals, spend controls, and pay by credit card


This webinar is for practitioners offering bookkeeping, accounting, and advisory services and firms looking to increase and expand their revenue streams by utilizing payables as part of their service offerings.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Teambrolin

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 the most recent “The 2022 Top Presenters Awards“ by CPAacademy.org as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of Accounting Today’s “2018, 2019, 2020, and 2021 Top 100 Most Influential People in Accounting.”


As an in-demand thought leader, speaker, and the author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning is not a one-time event, it is a critical part of being able to achieve the success you want for yourself and your team.


Dawn has appeared on many top-rated news programs and is consistently recognized with awards of distinction in the accounting profession. She has delivered hundreds of webinars and keynote speeches and works with many technology solution providers to help them better understand how to create and market their solutions. She is also a Designated Motivator to her peers and the collegiate softball team she is the assistant coach of at Eastern Connecticut State University.


Dawn's podcast, The DM Disruption podcast can be listened to on Apple, Spotify and Google as well as on her website, DawnBrolin.com.


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About Our Presenter

Teambrolin
Powerful Accounting, LLC is an accounting firm located in Windham, CT. Our firm provides accounting, oversight, tax compliance, policy and procedure guidance and much more to businesses and non-profit organizations across the country. Powerful Accounting, LLC provides bookkeeping, process implementation, tax preparation, management use financial reporting, IRS and State Taxation representation and resolution, business consulting. We will also provide periodic meetings and/or conference calls to answer questions as necessary. We would be honored to be part of your team and mission and look forward to assisting your entity.