Burnout is more than just a buzzword in accounting firms—it's a critical issue impacting productivity, job satisfaction, and team retention. This transformative webinar will provide practical solutions tailored for accounting firms. This session offers a comprehensive structure designed to clearly define roles and responsibilities, fostering a supportive and efficient work environment.

Key takeaways:

1. Identify the benefits of a clearly defined team approach for accounting firm capacity and efficiency.
2. List the roles and responsibilities of each member of the Team of 3.

Intended Audience: Accounting professionals working in teams of 3-30 people and $500K-$5M in annual revenue.

Here from accounting firms using QBO and Xero for monthly client accounting and take away the pros and cons of each directly from other accounting professionals. To learn how to become a member and attend this tech talk, please visit Collective by DBA membership benefits.

In this session, we'll talk through best practices and recommendations for tax document intake, tax return delivery, and the e-signature process.

Learning Objectives:

1. List the steps to streamline tax document intake, delivery, and e-signature processes.
2. List workflow strategies to improve operational efficiency in the tax process.

Intended Audience: This session is for all firm team members especially those involved in the document intake, tax return delivery, and e-signature processes.

Client advisory services are said to be the future of accounting. Whether you are already offering advisory or want to offer advisory, you know challenges come with offering these types of services. This webinar will discuss creating service plans that not only enhance client value but also can be easily scaled. Additionally, we'll cover effective pricing strategies to ensure your firm receives adequate compensation for delivering these comprehensive services.

Learning Objectives:

1. Identify best practices for building client accounting and advisory service plans.
2. List recommended pricing strategies for effectively setting client accounting and advisory service package fees.

Intended Audience: Accounting professionals working in teams of 3-30 people and $500K-$5M in annual revenue.