Join Dawn Brolin and Shahram Zarshenas, CEO of Financial Cents, as they delve into the world of accounting workflow optimization. In this episode, Dawn discusses the top features that are transforming the accounting industry, including the Client Inbox and Workflow management. Discover how Financial Cents simplifies complex tasks, enhances client communication, and integrates seamlessly with other essential tools. Our guest, Shahram, shares insights into their vision for the future and how they're empowering accounting firms to work smarter, not harder. Whether you're a seasoned accountant or just starting in the field, this episode offers valuable insights into improving efficiency and client satisfaction in the world of finance.

In this episode of DM Disruption, host Dawn Brolin dives into the future of business bookkeeping with special guest Jason Richelson, CEO at Bookkeep. They explore how technology is changing the landscape of accounting, making it more efficient and accurate than ever before. Jason shares insights about his innovative tool, Bookkeep, which streamlines the process of posting sales information from various e-commerce platforms into accounting systems. This "set it and forget it" solution not only saves time but also ensures accurate revenue tracking, helping businesses make data-driven decisions. From integrating different platforms to automating sales tax management, the discussion highlights the transformative potential of embracing tech-driven bookkeeping solutions. Join them as they unveil the exciting possibilities and benefits that automation brings to accounting professionals and their clients. Key Takeaways: Discover how cutting-edge technology is reshaping business bookkeeping. Explore the functionalities and benefits of Bookkeeper's automated sales posting solution. Understand the significance of accurate revenue tracking and reporting for business growth. Learn how automation can streamline sales tax management and reduce compliance risks. Gain insights into the future of bookkeeping and how it's evolving to meet the needs of modern businesses.

In this podcast, join host Dawn Brolin and guest Eric from Corpay One as they delve into the world of fraud protection and the importance of safeguarding cash in businesses. As a Certified Fraud Examiner and CPA, Dawn shares insights on the fraud triangle and the three crucial elements that contribute to fraudulent activities: pressure, rationalization, and opportunity. Through engaging anecdotes and real-life examples, they shed light on the challenges faced by small business owners and the potential risks they encounter. From subcontractors misusing credit card information to friends betraying trust, the podcast explores how trusted advisors can help mitigate these risks and protect businesses from financial fraud. Gain valuable knowledge and strategies to minimize the opportunity for embezzlement and fraud in this eye-opening episode. Check out Corpay One: https://cp.corpayone.com/ Sign up for Dawn's Dugout: https://www.dawnbrolin.com/dawns-dugout-event-zoom-3/

In this episode, Dawn and Eric from Corpay One discuss the concept of app advisory as a service and its role in subscription pricing. They highlight the importance of technology in client conversations and how implementing the right solutions can bring additional revenue to accounting firms while making everyone's life easier. They also explore the challenges of pricing models and the need to cover costs for app implementation and ongoing support. The conversation emphasizes the value of app advisory in minimizing risk, enhancing security, and maximizing the benefits of technology for both accountants and clients. The episode concludes with a reflection on the significance of app advisory alongside tax and business advisory services, showcasing the evolving landscape of accounting practices. Check out Corpay One: https://calendly.com/us-accounting-channel-event-demo/workshop-your-use-case?month=2023-05 Sign up for Dawn's Dugout: https://www.dawnbrolin.com/dawns-dugout-event-zoom-3/

This episode is sponsored by Smartvault - https://www.smartvault.com/dawn-brolin/ Join host Dawn Brolin and guest Paul Hamann of RC Reports in this episode of DM Disruption as they delve into the world of accounting. They discuss the importance of reasonable compensation and its impact on tax planning and preparation. Discover how incorporating reasonable compensation can transform your approach to advising clients and improve their companies' direction. They also explore the exciting tool, ESP (Entity Selection Planning), which helps calculate the financial benefits of transitioning from a Schedule C to an S Corp. Gain valuable insights and practical strategies to enhance your accounting practices and empower your clients. Check out RC Reports new ESP Tool: https://rcreports.com/book-demo/

This episode is sponsored by Bookkeep. Learn more at https://www.bookkeep.com/ Matthew Cohen, Founder of Nine Toe Five, joins Dawn! In this episode, Matthew shares his difficult beginnings as an entrepreneur, how he built his sock business to inspire others, and how he plans to use this success to build a platform that motivates his community. Listen now to learn how Matthew plans to grow his business, and what advice he would give to prospective entrepreneurs!

This episode is sponsored by Canopy. Learn more at https://www.getcanopy.com/ Paul Hamann, the founder of RC Reports, joins Dawn to talk in-depth about reasonable compensation and how his business can help firms present accurate reasonable compensation figures to their clients. Listen now to learn why Paul started RC Reports, the consequences of incorrect reporting, and how RC Reports can be an educational resource for you and your firm!

This episode is sponsored by Liscio. Learn more at https://liscio.me/ Liscio joins the DM Disruption! Join Dawn as she chats with Chris Farrell, the CEO of Liscio, and Alison Ball, the Director of Marketing and Influencer Strategy at Liscio. In this episode, you’ll learn the importance of maintaining proper cyber security in your firm, how Liscio can be the sole communication hub for your clients, and what new features are being released soon! Listen now to learn why Dawn uses Liscio in her firm, and how their software can save both you and your client time!

This episode is sponsored by Bookkeep. Learn more at https://www.bookkeep.com/ Thomas Ruscitti & Emily Hedrick from Bookkeep join Dawn! Listen now to learn about Thomas and Emily, why Bookkeep is the go-to bookkeeping solution for accounting firms, and how automation is the future of this industry!

This episode is sponsored by SmartVault. Learn more at https://www.smartvault.com/ John Coleman, the owner of Commonwealth Business services, joins the DM Disruption! Listen now to learn how John uses SmartVault in his business, and how proper file management can save your firm time!

This episode is sponsored by Liscio. Learn more at https://www.Liscio.me Arun Mathur from UltimQuest Knowledge joins the DM Disruption! Listen now to learn why it’s important to educate and mentor young CPAs, how UltimQuest can benefit you and your firm, and where he finds his motivation.

This episode is sponsored by Truly Financial Visit https://trulyfinancial.com/ to learn more! Scott Scarano joins the DM Disruption! Tune in to learn about his own podcast, Sons of CPA’s, the importance of succession planning, and how improving the productivity of your firm may not be as hard as you think. Listen now!

This episode is sponsored by ADP. Learn more at http://www.adp.com/accountant Caren Schwartz joins the DM Disruption! Listen now to learn how Caren started her own bookkeeping service, how she first gained her clients, and how she achieved the success her business has today!

Are you looking to increase your accounting software knowledge? Do you want to brush up on your skills? Kathy Grosskurth is a member of the Intuit Trainer / Writer Network, and can help you do just that! Listen now to learn about Kathy’s beginnings, how she started her career in accounting, and how she can help you and your business better understand your accounting!

This episode is sponsored by Bookkeep. Learn more at http://www.bookkeep.com Are you still manually putting data into Excel? Do you want to get an accurate report of your financial health? Justin Hatch, CEO of Reach Reporting, joins the DM Disruption to talk about how they can help solve the pain points of data entry interpretation for your firm. Reach Report allows you to easily interpret all of your financial data, right at your fingertips. Listen now to learn how you can increase the financial health of your business, without spending valuable office time!

Did you struggle to pay your taxes this past tax season? Does it feel as though you never have enough capital to cover all your expenses? Denise Grove is a money coach specializing in helping businesses implement Mike Michalowicz’s “Profit First” business model, and can help your firm achieve better profit margins, and leave you stress free come tax time. Listen now to see how you can improve your business and thrive!

Ian Vacin, the Co-Founder of Karbon, joins Dawn Brolin to chat about his beginnings, what motivated him to keep Karbon at the forefront of integration, and how Karbon’s practice management software can save your firm time, frustration, and improve your workflow!

Seth Fineberg, the Editorial Manager & US Team Lead of AccountingWeb, joins Dawn to chat about the changes he’s seen in the accounting industry, solutions to solve pain points, and gives insight on how firms can better manage their time. Listen now!

This episode is sponsored by Swizznet. Learn more at https://www.swizznet.com/ Jason Richelson, CEO at bookkeep™, joins Dawn to discuss the importance of implementing automation in your accounting practice, and how bookkeep™ can streamline all of your bookkeeping across many platforms, even popular eCommerce applications. Listen now to learn how bookkeep™ can help your accounting firm!

Tyler Hickman from Veem sits down with Dawn Brolin to chat about how Veem can help your business send and receive payments electronically. Say goodbye to paper checks, and say hello to easy ACH transfers, excellent customer service, and top-notch security that will help keep your and your client’s information safe.