KPIs That Double Your Firm Value

Date: February 25, 2026 | Time: 12:00 PM CT | CPE: 1 Credit

Maximizing your accounting firm’s value starts with knowing the right numbers. In this dynamic webinar, designed specifically for firm owners and leaders, we’ll explore the five KPIs that matter most for driving operational efficiency, uncovering growth opportunities, and increasing firm valuation.

You’ll also learn how to implement a proven planning framework to transform insights into actionable improvements, helping your firm perform better today while building long-term value for the future.

What You’ll Learn

• The five KPIs that have the greatest impact on efficiency, profitability, and firm value

• The five-step Backwards Mapping framework to convert KPI insights into strategic action

Who Should Attend

• Accounting firm owners

• Managing partners

• Directors and firm leaders

Why This Webinar Matters

Understanding and applying the right KPIs allows firm leaders to:

• Spot operational issues before they escalate

• Optimize resources and improve workflows

• Strategically grow firm value for long-term success

Whether you’re scaling your advisory services, managing multiple offices, or preparing your firm for the future, this webinar gives you the tools to make data-driven decisions with confidence.

Reserve your spot today!

Preparing for the April 15 Tax Deadline: Post–March 15 Review & Best Practices

Member-only Webinar for Accounting Professionals | 1 CPE Credit

Get ready for a more efficient and stress-free tax season. Join us as we review the outcomes of the March 15 tax deadline and outline key strategies to help your firm prepare for the April 15 tax deadline. This session provides actionable insights, workflow improvements, and best practices that accounting teams can apply immediately to stay organized and on track.

Learning Objectives

Participants will learn how to:

1. Identify successes and areas for improvement following the March 15 tax deadline.

2. Implement strategies and best practices to prepare for the April 15 tax deadline.

Intended Audience

This webinar is designed for all accounting firm team members, especially those involved in the tax preparation and filing process. Team members responsible for workflow management, client communication, or deadline coordination will find this session especially valuable.

CPE Credit

CPE Available: 1 credit

Reducing Burnout and Boosting Team Retention
March 25 | 12:00 PM CT | 1 CPE Credit

Burnout is more than a buzzword in accounting firms — it’s a structural issue affecting productivity, morale, and long-term retention.

This practical webinar is designed specifically for accounting firms seeking a more sustainable operational model. Participants will explore how clearly defined roles and a Team of 3 structure can improve capacity, enhance efficiency, and create a more supportive work environment.

Learning Objectives:

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.

This session is ideal for firm owners, leaders, and team members looking to improve operational clarity and reduce burnout across the organization.

CPE Available: 1 credit

Join us for a free webinar hosted by Collective by DBA where we’ll take a strategic look at the numbers behind your tax season.

Tax Season Recap

Wednesday, April 29, Noon CT

In this session, we’ll analyze key tax season metrics, including:

• Returns prepared
• Hours worked
• Average fees
• Capacity trends and performance indicators

We’ll also discuss:

• What went well
• Where challenges surfaced
• How to turn this year’s data into next year’s advantage

Learning Objectives
✔ Identify tax season metrics to evaluate performance and uncover trends
✔ Assess successes and challenges to pinpoint operational improvements
✔ Explore strategies to optimize efficiency and effectiveness in future tax seasons

Who Should Attend?
This session is designed for all firm team members — especially those involved in tax preparation and operational oversight.

CPE Information
• 1 CPE credit available

Firm owners and changemakers, it's time to Gather. As we begin to wrap up the year, we'll celebrate how far we’ve come and chart the course for what’s ahead. At Gather 2026, connect with fellow members, collaborate with industry experts, and plan for 2027. This conference isn’t just about reflection—it’s a launchpad for what’s next. Come ready to swap stories, snag fresh ideas, and soak up the best southern hospitality.

Details:

• October 19-20, 2026
• Hotel Vin Grapevine/DFW, TX
• 11 CPE Credits
• Intended for accounting firm owners and leaders with firms $500K-$5M

Topics:

• Improving accounting firm performance
• Growing a remote or hybrid team
• Compensation and incentives for your team
• Client onboarding process
• Leadership skill development
• AI in specific firm roles
• Developing your 2026 firm roadmap