The Accountant’s Year-End Checklist to Increase Client Satisfaction

Enhance the level of client service your firm provides with this checklist from Dawn Brolin.

by Dawn Brolin

Planning in relation to your client base really touches every aspect of your firm—but the two major areas to look at for strategic planning purposes is the quality of your clients and your interaction with them. Now is an ideal time to prune your client base so that you have the clients that your firm can truly serve best and the communication infrastructure in place to enhance the level of client service your firm provides.

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.