Members Only

Tax Season Status Check and Preparing for April 15

March 19, 2025

Join us as we review the outcomes of the March 15th deadline, explore best practices for managing individual extension filings, and prepare for the upcoming April 15th tax deadline. This session will provide valuable insights and strategies to ensure a smooth and efficient tax season. Learning Objectives: - Identify successes and areas for improvement after the 3/15 tax deadline. - List the steps and requirements for filing individual tax extensions. - Identify strategies and best practices to help prepare for the 4/15 tax deadline.

 

To become a member and attend this webinar, please visit Collective by DBA membership benefits.

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Forum 4

March 20, 2025

Forums are mastermind groups for accounting firm owners or leaders to connect, collaborate, and improve accounting firm operations and individual leadership. Forum 4 typically meets on the 3rd Thursday of each month from 2:00-4:00 pm ET. To learn more about Forums, click the button below. 

Members Only

Forum 2

March 20, 2025

Forums are mastermind groups for accounting firm owners or leaders to connect, collaborate, and improve accounting firm operations and individual leadership. Forum 2 typically meets on the 3rd Thursday of each month from 11:00-1:00 pm ET. To learn more about Forums, click the button below. 

Time-Blocking for Advisory Services

March 26, 2025

Time blocking is a time management technique that suggests dividing your day into blocks of time and assigning specific tasks or activities to each block. Instead of simply making a to-do list, time blocking involves setting aside dedicated periods of time for different types of work. Time blocking is a great strategy to combat "fire-fighting" and unproductive days. This webinar will go beyond the productivity benefits of time blocking, and outline how to implement time blocking for better client service, workflow management, and job satisfaction.

Learning Objectives:

  1. Define what time blocking is.
  2. List the benefits of time blocking.
  3. Identify recommendations and tips for implementing the time-blocking technique in an accounting firm.

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

Members Only

Forum 3

March 27, 2025

Forums are mastermind groups for accounting firm owners or leaders to connect, collaborate, and improve accounting firm operations and individual leadership. Forum 3 typically meets on the 4th Thursday of each month from 2:00-4:00 pm ET. To learn more about Forums, click the button below. 

Members Only

Forum 1

March 27, 2025

Forums are mastermind groups for accounting firm owners or leaders to connect, collaborate, and improve accounting firm operations and individual leadership. Forum 1 typically meets on the 4th Thursday of each month from 11:00-1:00 pm ET. To learn more about Forums, click the button below.