Tax Season Doesn't Have to Control Your Firm
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.
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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Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Sponsors
Discover.AI - discover.ai
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
Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
- (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
Creators and Guests
