Podcast - Private Equity for Accounting Firms
December 16, 2024
New podcast with attorney, Sara Sharp, on private equity and small to medium sized accounting firms.
Members Only
Forum 1
December 17, 2024
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.
Members Only
New Client Onboarding Workflow
December 18, 2024
Our December webinar will focus on the New Client Onboarding process. This onboarding process for new accounting clients details a team approach to client onboarding that reduces the onboarding time to 2 weeks for full-service accounting clients culminating with issuing the first set of financial statements from your team. This webinar will walk through the New Client Onboarding Process Resource and the roles and responsibilities of each team member involved. This webinar is for Collective by DBA members and is eligible for 1 CPE credit. To learn how to become a member and attend this webinar, please visit Collective by DBA membership benefits.
Members Only
Forum 2
December 19, 2024
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.
Members Only
Forum 3
December 19, 2024
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.
