Dawn Brolin is the President & CEO of Powerful Accounting. The accounting community has been suffering for the past 18 months, and small businesses have been feeling that same pain and relying on them to survive the pandemic. She decided to ensure her Connecticut firm would thrive during COVID-19 by putting the right technology in place.
Her books, The Designated Motivator and The Designated Motivator for Accounting Professionals, are designed to give businesspeople the push they need right now. Although we can’t tell the future, we can help clients glide over speedbumps as they come up by presenting them with the best-of-breed technologies now, not later.
Softball and Software
She coaches softball, and she enjoyed a particularly successful season one year with the help of powerful motivation. Each position on the team is crucial to the whole team’s success. This is much like how each tool and employee is crucial to a company’s success.
You may need:
- Practice management system to help with workflow
- Document storage to access files from anywhere
- Time tracking to boost efficiency
- Tax software
- Accounting software
- And other invaluable tools
Define the positions in your starting lineup that would help you be most effective before you start looking for the right players and tools to fill them.
Trusted Advisors
Accountants are revered for their expert recommendations. Like every other professional, accountants aren’t experts in every field, so they need to be able to offer pinch hitters when necessary.
For example, Brolin recommends Fishbowl to clients who need help with inventory management. That’s because Fishbowl offers the advanced features they need, and it integrates with their accounting software, like QuickBooks and Xero.
Make sure you have the right player or pinch hitter for your client’s pain points – which meets their specific needs. Automation is key. If you run into an accountant or warehouse manager who only uses a pen and paper to record transactions, run. They need the right tools to be effective.
Companies that have thrived during the pandemic have done so by having a trusted advisor who has pushed them to implement advanced technology. An inventory system is a great investment to allow your business to thrive now and in the future.
Start Automating Now
If you aren’t using technology to automate aspects of your business, Brolin is eager to help you get on the right track. Her firm, with just four people, has onboarded 80-90 new clients in the past 18 months. She didn’t know the pandemic was coming, but she just wanted to be able to work from anywhere. So she was prepared in that way to handle a huge volume of new business before the shutdown.
You have a huge opportunity right now. There’s no better time than the fall to begin planning for the next fiscal year. As an accounting professional, you need to prepare yourself with automated systems first so that you’ll be in a position to help your clients second.
Visit www.dawnbrolin.com to get more information about starting lineups and tech stacks that will help your business win its own World Series.