10 Tips to Optimize Your Tax Workflow

The “best” time to improve the efficiency, productivity and overall health of your practice is now.

by Dawn Brolin

Given the speed of business and life these days, it seems there is never an “ideal” time to stop and make a plan for comprehensively optimizing your tax practice. So here’s my conclusion: The “best” time to improve the efficiency, productivity and overall health of your practice is now. Not next week, not “when things slow down” because if we’re honest, they likely never will.

In my own firm, even though we still have extensions to take care of, we’re not waiting to implement the things that will help my staff and me work smarter. In fact, I’m writing my list of must-dos now and sharing them with you.

Download Dawn Brolin’s 10 Tips to Optimize Your Tax Practice now and start saving time and money!

Dawn Brolin
CPA, CFE
Powerful Accounting
Dawn is a Certified Public Accountant, Certified Fraud Examiner, and President of Powerful Accounting, Inc, a nationally recognized accounting, tax, forensic and fraud, IRS and State Agency audit and professional QuickBooks consulting firm. Recently Powerful Accounting has partnered with Anderson, Brolin & Coba CPAs, LLC - a powerhouse tax preparation, consulting and wealth management firm where Dawn is a partner. Dawn’s list of professional accomplishments is extensive and includes speaking on various fraud and tax resolution cases as well as keynote and emcee at many conferences across the country. Dawn has been named “Top 100 Most Influential People in Accounting” 2018 & 2019 by Accounting Today, “Top 25 Most Powerful Women in Accounting” 2012-2017 by CPA Practice Advisor, a “Top 10 Managing Partner Elite – Great Accounting Firm Leader” in 2017 by Accounting Today, and selected as a “Top 40 Under 40” by CPA Technology Magazine in 2009. Dawn continues to pursue excellence with the support of her amazing team at Powerful Accounting.