Show notes
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.SponsorsDiscover.AI - discover.ai Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: 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
(26:27) - Flexible Work Hours and PTO Policies
(28:12) - Transition to Unlimited PTO
(31:16) - Team Collaboration and PTO Planning
(35:04) - Client Services and Team Structure
(45:39) - Refinement and Client Evaluation
(48:43) - Tax Advisory Plan (TAP)
(55:16) - Concluding Thoughts and Future Plans