March 27, 2024


1 Total CPE Credits


Leverage Integrated Technology Ecosystem to Maximize Profit

  • Instructor

    Dawn Brolin

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

Total CPE

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Business Management

Advanced Preparation


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.


CPA Crossings

Register For This Event

  • ASCPA Member

    $ 55 55
  • ASCPA Non-Member

    $ 105 105
    Your Price

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