WorkflowCon 2025: Boundaries That Clients Respect - Q&A w/ Dawn Brolin, CPA, CFE

In this honest and empowering WorkflowCon 2025 session, Dawn Brolin, CPA, CFE, brings her 26 years of experience to a topic every accounting professional struggles with: setting and enforcing boundaries with clients. Through real stories and hard-earned lessons, Dawn teaches firm owners how to stop overextending themselves, take control of their schedules, and establish clear expectations that protect both the business and its people.

Dawn breaks down the role of engagement letters in preventing scope creep, and shares practical scripts for communicating boundaries around texting, email, response times, and emergency requests. She also explains how subscription pricing models and standardized workflows, especially when managed in Financial Cents, make boundaries easier to maintain and enforce consistently.

A major focus of the session is retraining legacy clients who were never taught how to respect boundaries. Dawn gives realistic, compassionate strategies for resetting expectations, handling pushback, and navigating tough conversations. She also shares tips on leveraging virtual assistants, using calendar blocking to protect deep work time, and creating client expectation documents that reinforce professionalism and reduce friction.

Through an active Q&A, Dawn helps firm owners address specific client challenges while reminding them that boundaries aren’t about saying “no”, they’re about making space to serve clients better, grow sustainably, and build healthier practices.

Want to streamline your accounting workflow and never miss a deadline again? Go here: https://hubs.li/Q03jr_ML0

Financial Cents is the practice management platform built for accounting firms to stay organized, hit deadlines, and scale with ease.

It brings everything you need into one place—automated task tracking, client communication, team collaboration, and visibility into every project—so you can stop juggling tools and start running a more efficient, profitable firm.

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