Deliver more proactive client service with our upcoming Tax Projections Webinar, exclusively for members of Collective by DBA.

In this session, we’ll walk through our proven process for preparing and delivering tax projections twice per year, including how we calculate projections, communicate planning opportunities with clients, and create a more consistent experience across the firm.

This webinar is designed to help firms improve efficiency, strengthen client relationships, and build more value through proactive tax planning services.

What You’ll Learn

• The step-by-step tax projection process
• Best practices for preparing accurate and efficient projections
• Strategies for communicating projections clearly with clients
• Ways to improve consistency and scalability within your firm

Who Should Attend

• Tax professionals
• Client service team members
• Managers and firm leaders
• Any team members involved in the tax projection process

CPE Information

• 1 CPE credit available

Not yet a member of Collective by DBA? Learn how to join by clicking the button below.

Join fellow accounting firm leaders and tax professionals for an interactive discussion focused on improving the effectiveness, efficiency, and client impact of your tax projection process.

We'll begin with a brief recap of the key concepts from our Tax Projections webinar held on July 15. (If you miss the webinar, the recording will be available in the Resource Library shortly after the event.)

During breakout discussions, participants will explore practical strategies to:

• Compare tax projection workflows and identify opportunities to improve consistency and efficiency.
• Share how AI is being used to streamline data gathering, analysis, communication, and other aspects of the tax projection process.
• Discuss common challenges that arise when clients fail to implement tax planning recommendations and explore ways to improve follow-through and accountability.

Bring your experiences, questions, and ideas as we learn from one another and share best practices for delivering more valuable tax planning services to clients.

Date: July 22, 2026
Time: 12:00 PM Central Time (US & Canada)

Focus Groups are not eligible for CPE

 Learn how accounting firms can move from ad hoc AI use to a systematic, firm-wide approach. Earn 1 CPE credit with Angel Sabino and Amy McCarty. 

Artificial intelligence is transforming the accounting profession, but many firms are still relying on individual team members to explore and use AI tools on their own. How do you move from isolated AI experiments to a consistent, scalable approach that benefits the entire firm?

Join Angel Sabino and Amy McCarty as they explore the stages accounting firms typically move through when implementing AI across their organization. This session focuses on helping firm leaders and team members evaluate their current level of AI adoption, identify opportunities for growth, and understand the people, process, and technology considerations required to build sustainable AI systems.

Rather than focusing on specific AI tools or technical implementation, this webinar provides a strategic framework for developing an intentional AI strategy that supports operational efficiency, team collaboration, and long-term firm success.

Learning Objectives:

• Identify the key stages firms move through when evolving from ad hoc AI use to a systematic, firm-wide approach.
• Recognize the critical questions to ask about people, processes, and technology before building shared AI systems.

Who Should Attend:
Accounting firm team members, managers, and leaders interested in leveraging AI to improve workflows, efficiency, and firm operations.

CPE Available: 1 Credit

Continue the conversation and collaborate with fellow accounting and bookkeeping professionals in this interactive Reviewing and Delivering Financials Focus Group. Designed as a follow-up to the Reviewing and Delivering Financials webinar, this session provides an opportunity to discuss real-world experiences, share best practices, and learn how others are improving the way they communicate financial results to clients.

We'll begin with a brief review of the key concepts covered in the previous week's webinar before moving into small-group breakout discussions. Whether you're already using video commentary, written summaries, or another approach, you'll gain practical insights from peers facing similar challenges and opportunities.

During the breakout sessions, participants should be prepared to discuss some or all of the following:
1. Walk us through your current process.
How do you currently deliver financial statements to clients each month — do you include video commentary, a written summary, or something else? What's working well, and what feels like a bottleneck?

2. How do you decide what to highlight?
When you're preparing your commentary, how do you determine which numbers or trends are most important to bring to the client's attention? Do you have a checklist, a gut instinct, or something in between?

3. How do you know if it's landing with clients?
Can you tell whether clients are actually reading the statements or watching the videos? And how do you adjust your delivery — format, length, or timing — based on what seems to resonate with different clients?

This collaborative discussion is ideal for bookkeepers, accountants, and outsourced CFOs looking to refine their financial reporting process, improve client communication, and discover practical ideas they can implement in their own firms.

Date: August 26, 2026
Time: 12:00 PM Central Time (US & Canada)

Focus Groups are not eligible for CPE.

Most accounting firms know they need to improve, but without a clear structure, priorities become scattered and progress stalls. In this webinar, we’ll show how bringing a Stabilize, Systemize, and Scale framework to your planning helps you focus on the right improvements at the right time.

You’ll walk away with a clear, repeatable approach to aligning your team, prioritizing initiatives, and driving consistent firm growth.

Learning Objectives:

1. Identify the three phases of the Streamlined OS Assessment

2. List common gaps firms experience in each phase

Intended Audience: This session is for firm owners and leaders; membership not required to attend

CPE available: 1 credit 

• Wednesday, September 2

• 12:00 pm CT