How to create workflow strategies for regulatory changes with Dawn Brolin

Accounting Flow Podcast

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Accounting Flow is a podcast deep dive into accounting firm workflow & processes. In each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA, and Shahram Zarshenas.
Staying ahead in an industry where regulations are constantly evolving can be daunting.
This episode isn’t just about survival and thriving through change. Dawn Brolin, CEO of Powerful Accounting, shares her story of tackling significant regulatory updates head-on, revealing how she turned potential disruptions into opportunities for growth and innovation.

Throughout the episode, you will:

• Explore the effective workflow systems that can adjust to new regulations without missing a beat.
• Gain insider insights into building resilience and flexibility in your accounting practices, ensuring that your operations are compliant and competitively rooted.
• Learn about cutting-edge tools and techniques that Dawn has personally vetted and implemented, which help simplify complex compliance requirements while improving overall efficiency.

This discussion goes beyond the theoretical—it’s grounded in the real-life experiences and successes of someone who has mastered the art of change.

Tune in!

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Kapitel

1. Navigating workflow and regulatory changes (00:00:00)

2. Managing workflow and capacity in a small accounting firm (00:02:27)

3. Managing regulatory changes for accounting firms (00:07:04)

4. Building relationships with external partners for tax services (00:12:55)

5. Building professional networks through conferences and in-person learning. (00:17:20)

6. Workflow management, team development, and industry events (00:21:24)