This podcast episode discusses the decisions Dillon Business Advisors is making at yearend and in the new year in their $3M accounting firm. 

In this session, we'll review the process of delivering financial statements with video commentary to clients. We'll discuss the key areas to bring to the client's attention, and also share some tips to create efficiencies during this process each month.

Learning Objectives:

- Examine techniques to help craft clear and concise commentary that communicates the client's financial results.

- Review steps involved in creating video commentary for financial statements.

Intended Audience: This session is for all firm team members especially those involved in financial statement preparation and delivery.

Burnout is more than just a buzzword in accounting firms—it's a critical issue impacting productivity, job satisfaction, and team retention. This transformative webinar will provide practical solutions tailored for accounting firms. This session offers a comprehensive structure designed to clearly define roles and responsibilities, fostering a supportive and efficient work environment.

Key takeaways:

1. Evaluate an accounting firm structure, the Team of 3, that fosters collaboration, accountability, job satisfaction, and an improved client experience.
2. Identify the benefits of a clearly defined team approach for accounting firm capacity and efficiency.
3. Analyze the roles and responsibilities of each member of the Team of 3.

Here from accounting firms using QBO and Xero for monthly client accounting and take away the pros and cons of each directly from other accounting professionals. To learn how to become a member and attend this tech talk, please visit Collective by DBA membership benefits.

In this session, we'll talk through best practices and recommendations for tax document intake, tax return delivery, and the e-signature process.

Learning Objectives:

- Examine steps to streamline tax document intake, delivery, and e-signature processes.
- Evaluate workflow strategies to improve operational efficiency in the tax process.

Intended Audience: This session is for all firm team members especially those involved in the document intake, tax return delivery, and e-signature processes.

Join us as we review the outcomes of the March 15th deadline, explore best practices for managing individual extension filings, and offer tips to 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:

- Evaluate the outcomes of the 3/15 tax deadline to identify successes and areas for improvement.

- Review the steps and requirements for filing individual tax extensions.

- Identify strategies and best practices to help prepare for the 4/15 tax deadline.

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