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.

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