Tax Season Doesn't Have to Control Your Firm
Description
Tax season doesn't have to mean overtime, blackout dates, and pizza-party morale boosts. Marcus and Rachel walk through the operational decisions and team structures that keep DBA running at 36 hours a week year-round. From Flex Fridays and unlimited PTO to ditching 1099 prep for annual-only clients, rethinking which client relationships to keep, and using video commentary and text messaging to meet clients where they are.
Sponsors
Discover.AI - discover.ai
Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba
Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors
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- (00:00 ) - Welcome to Who's Really the Boss
- (02:23 ) - Life Update: Moving to Fort Worth
- (12:20 ) - Tax Season Norms and Firm Practices
- (27:31 ) - Flexible Work Hours and PTO Policies
- (29:16 ) - Transition to Unlimited PTO
- (32:20 ) - Team Collaboration and PTO Planning
- (36:08 ) - Client Services and Team Structure
- (46:43 ) - Refinement and Client Evaluation
- (49:47 ) - Tax Advisory Plan (TAP)
- (56:20 ) - Concluding Thoughts and Future Plans
United States
