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. 

From Isolation to Collaboration - The Power of Mastermind Groups for Accounting Leaders

April 23, 2025

Accountability, problem-solving, leadership development, and a support network are a few benefits accounting firm owners receive when joining a mastermind group. This webinar will examine the benefits of participating in mastermind groups as well as when to seek out participating in a group.

Learning Objectives:

  1. List the key components of a mastermind group.
  2. Identify when mastermind group participation can bring value to the firm owner or leader.

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

Members Only

Tax Season Recap

April 30, 2025

In this session, we’ll analyze key tax season metrics, including returns prepared, hours worked, and average fees. We’ll also discuss what went well, identify challenges, and explore opportunities for improvement to enhance future tax seasons.

Learning Objectives:

  1. Identify tax season metrics that can be used to evaluate performance and identify trends.
  2. Identify successes and challenges to pinpoint areas for operational improvement.
  3. Identify strategies to optimize efficiency and effectiveness in future tax seasons.

Intended Audience: This session is for all firm team members especially those involved in tax preparation.

Members Only

RECHARGE 2025

May 5, 2025

Take a well-deserved break after tax season and recharge with Collective by DBA and industry-expert guests! Gather with friends from the Collective Community in The Woodlands, TX to celebrate and reflect on tax season, catch up on current industry trends, and take away ideas and strategies to achieve your 2025 goals and initiatives. Don’t miss this opportunity to connect, collaborate, and grow! Check out the full agenda and join the waitlist today.