The DM Disruption Podcast with Dawn Brolin, CPA, CFE Dawn Brolin

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!