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Dawn Brolin’s perspective is clear: profitability and freedom are not mutually exclusive. In fact, one enables the other.

The accounting firms that master workflow efficiency, set strategic boundaries, and leverage technology are the ones that thrive financially while enjoying the personal time they deserve. Yet, the path to achieving this equilibrium requires a deliberate shift in mindset, structure, and execution.

This episode breaks down the core strategies Brolin shared, providing an analytical, step-by-step approach to gaining control of your time, optimizing workflow, and building a profitable, sustainable firm.

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If you’ve been burned by a hire who looked amazing on paper but fell flat in execution, you’re not alone. According to Ryan Lazanis, CPA and founder of Future Firm®, almost 1 in 2 new hires fail within the first 18 months. Let that sink in. And it’s not because they don’t know how to do the work; they don’t have the right attitude.

This guide is the exact 7-step recruitment process Ryan developed after years of hiring, struggling, learning, and finally building the kind of team that made his firm acquisition-worthy in just five years. This is the blueprint if you’re serious about building a high-performing, loyal, and values-aligned team.

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Growth is thrilling. Your accounting firm is gaining traction, new clients are onboarding, and your team is expanding, and you hit the wall—not the productivity wall, but the security wall.

That’s when fear creeps in. One wrong click. One accidental email. One piece of client data was sent to the wrong “John,” and everything you’ve built is at risk.

At WorkflowCon 2024, cybersecurity expert and seasoned tax professional Brad Messner dropped some real-world wisdom for firms navigating this growth-security paradox. “It’s not just about compliance,” Brad said. “It’s about implementation. It’s about execution.”

Let’s break Brad’s strategic roadmap to create a secure, scalable workflow without sabotaging client trust or team efficiency.

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