Keeper.app is a bookkeeping practice management software product. Keeper integrates with QBO. At DBA we use Keeper to manage our work for our monthly CAAS clients, including tracking the status of account reconciliations, bank feeds, and monthly reports. We also use it to assist with 1099 preparation. In this session we’ll focus on how the program is set up, and how our team members use the product to help manage their regular client work.

Learning Objectives:

- Identify specific work tasks that are tracked in Keeper.
- Identify how team members can use the dashboard to help prioritize tasks.
- List best practices when setting Keeper up.

Intended Audience: This session is for all firm team members especially CSM's/accountants and Controllers/tax accountants.

CPE available: 1 credit  

In this session, we’ll cover our process for providing tax projections to clients twice per year. We’ll cover our process for calculating projections and communicating with our clients.

Learning Objectives:

1.  List the steps in the tax projection process.
2.  Identify best practices to improve how you and your firm prepare projections.

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

CPE available: 1 credit

Tech Talks are technology-focused sessions where we highlight different aspects of software and apps members are using and considering. Each session may include a demo and Q&A by the Collective team and member firms. 

In this session we'll review the process to deliver tax returns with video commentary to clients. We'll discuss the highlights or key areas to bring to the client's attention. We’ll also cover the process of how to record the commentary using Vimeo.

Learning Objectives:

1. List techniques to help craft clear and concise commentary that communicates key information about the client’s tax return.
2. Identify steps involved in creating video commentary for tax returns.

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

CPE available: 1 credit

In this session we’ll examine the role that a Client CFO plays at the firm, including their responsibilities working with other team members in the Team of 3 as well as their client responsibilities. We’ll review the traits and characteristics that a successful Client CFO will exhibit. We will also discuss what skills a CFO should have prior to taking the role – whether they are an existing team member being promoted or an outside hire.

Learning Objectives:

1. List key Client CFO responsibilities.
2. Identify the key traits and characteristics of a Client CFO.
3. Identify necessary skills of a Client CFO.

Intended Audience: This session is for firm owners and leaders who may be responsible for staff development and hiring.

CPE available: 1 credit