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.

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.

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.

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