You didn’t start your firm to be a glorified paper-chaser, therapist, or bottleneck. But without the right systems, that’s exactly what client management turns into: a daily grind of chasing down documents, putting out fires, and running on other people’s timelines.
This 5-day course with Dawn Brolin, CPA, CFE, is your opportunity to take back control, one clear, practical lesson at a time.
What You’ll Learn in 5 Days
Day 1: Fixing the Root of Client Communication Failures
It all starts with communication, or the lack of it. On Day 1, Dawn reveals why scattered emails, vague texts, and client misunderstandings aren’t just frustrating, they’re signs of a broken system. She’ll walk you through the foundation of her communication-first approach and how she trains clients to work her way from day one.
Highlights:
- Understand why poor communication leads to workflow breakdown.
- Discover how centralized tools can eliminate inbox overload.
- Learn Dawn’s rule-based system for client onboarding.
- Get a first look at how communication tools can cut hours of admin work.
Day 2: Creating Visibility
Even with good communication, your firm will bottleneck if your team can’t see what’s going on. Day 2 focuses on creating visibility across your entire firm so that no one is stuck chasing updates, guessing project status, or relying on you for every answer.
Highlights:
- Learn how to build an internal dashboard for real-time project updates.
- See how task visibility empowers your team and frees up your time.
- Discover the workflows Dawn uses to stop being the firm’s bottleneck.
- Get a peek into her team’s tagging and tracking system for clients.
Day 3: Setting Client Boundaries
Many firm owners fall into the trap of letting clients set the tone. On Day 3, Dawn breaks down how she sets boundaries, builds structured processes, and standardizes client onboarding, without losing relationships or revenue.
Highlights:
- Discover Dawn’s onboarding flow and how it drives consistency.
- Learn how to stop reactive client service and start proactive planning.
- Get tips on creating a scalable, firm-wide playbook for new clients.
- Explore how boundaries create better client experiences, not worse.
Day 4: Charging What You’re Worth Without Apology
You’re not just a compliance machine. You’re a strategist. On Day 4, Dawn tackles the mindset and math behind Relationship Pricing, and how she moved her firm to a recurring revenue model without losing client trust.
Highlights:
- Understand the shift from hourly billing to value-driven pricing.
- Reverse engineer pricing based on your team’s income goals.
- Discover the subscription model Dawn uses for stable, year-round income.
- Learn how to package services into tiers that clients want.
Day 5: Letting Go of the Clients Who No Longer Fit
You’ve built the systems. You’ve changed the pricing. Now it’s time for the hard part, deciding who stays and who goes. On Day 5, Dawn shares the signals she looks for when assessing fit and how she confidently offboards clients that no longer align with her firm’s direction.
Highlights:
- Identify when it’s time to offboard a client (and how to do it well).
- Learn how to protect your team from energy-draining relationships.
- Explore how client pruning creates room for higher-value work.
- Walk away with a framework for choosing the right clients.
Why You Should Join This Course?
Get Expert-Led Guidance
Dawn has built a thriving, high-performing firm and is not here to waste your time. This course is packed with the processes she uses daily to eliminate chaos and lead a client-centric, system-driven practice.
Learn Systems You Can Actually Use
Every email is built around practical action. You’ll get step-by-step breakdowns, real-world examples, and frameworks you can immediately apply, no expensive software, long setup time, or complicated jargon.
Stop Playing the Bottleneck
You don’t need to be the only one who knows what’s going on. Dawn shows you how to build visibility and accountability into your team, so the work doesn’t stop when you take a day off.
Shift From Service Provider to Strategic Partner
You’ll learn how to lead client relationships with boundaries, set the rules of engagement, and charge for the full value you deliver, not just your hours.
