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Tech Advisor Chat: How Security & A Great Tech Stack Reinforce Each Other

TECH ADVISOR CHAT: HOW SECURITY & A GREAT TECH STACK REINFORCE EACH OTHER

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 23, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Clients are relying on their accountants and bookkeepers more than ever to learn what technology solutions are available and which solutions are the best fit for them. Accounting professionals have the opportunity to do this, while also elevating their status to trusted advisors, by educating clients on key issues. Join Dawn Brolin, CPA, CFE, and QuickBooks Top 10 ProAdvisor, and Kelly Gonsalves, QuickBooks Advanced Certified ProAdvisor (™) and Insightful Accountant Top 10 ProAdvisor, as they talk about how to minimize risk and fraud exposure while keeping tech workflows streamlined. And most importantly, they’ll discuss how to express to clients why these changes matter so you can rally clients to your side. 

In this session, Dawn Brolin and Kelly Gonsalves will address the two main topics that can get clients interested and keep them committed to your chosen tech stack: security and simplicity.  Not only will these two powerhouses be discussing the most impactful takeaways for clients regarding security and streamlining workflows, but they will also provide you with actionable guidance to confidently talk to your clients about risk management, adopting your recommended tech stack, and many more areas of a client’s business.

Learning Objectives:


  • Identify the security threats your clients are currently facing and how to speak in a way that empowers instead of terrifies clients

  • Give examples of easy-to-implement tools to reduce your client's exposure to fraud risk and to prioritize effectiveness 

  • Recognize why simplicity and security go hand in hand and how to talk to your clients confidently as their tech advisor 

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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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Mix a creative mind with a number-cruncher, then throw in a dash of New York City attitude and what do you get? Kelly Gonsalves - a true entrepreneur that is all in, all the time. Her first endeavor began just five years ago when Kelly founded Totally Booked (TM). The purpose: to assist every small business in becoming more profitable by utilizing efficient accounting processes. Kelly is a QuickBooks Advanced Certified ProAdvisor (™), a member of the Intuit Trainer Writer Network, a HubDoc Top 50 Cloud Accountant, on Avalara's Social Media Top 100, an Insightful Accountant Top 10 ProAdvisor, as well as the host of Insightful Accountant's QB Talks: App Neighborhood Watch.

About Our Sponsor

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Veem is an all-in-one AP/AR solution that offers the next generation of financial tools to accountants and bookkeepers that simplifies processes and helps their business grow. Manage your client's domestic and international payments in a solution that uses your accounting platform as the source of truth. For nearly a decade, Veem is trusted by more than 500,000 businesses in over 110 countries to send and receive money globally. Veem is licensed and regulated in each country and state it serves.