Rachel and Marcus discuss the critical period between April 15th and August 15th, which they call "improvement season" for accounting firms. They outline a structured approach to maximizing this time, starting with intentional rest and recovery, collecting team feedback while experiences are fresh, refocusing on core values, and refining processes and client relationships. They emphasize making hard decisions early during this period to test changes during extension season and set the firm up for greater success in the following year.
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https://collective.cpa/improvement-season-download
Introducing Collective by DBA
https://collective.cpa
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Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
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- (00:28) - Welcome and Family Updates
- (06:07) - Dylan Business Advisors: Improvement Season
- (10:49) - Rest and Recharge After Tax Season
- (21:39) - Collecting Feedback and Celebrating Team
- (27:08) - Team Incentives and Remote Work Challenges
- (29:44) - Transforming Team Structure and Celebrations
- (32:21) - Planning Retreats and Celebrations Mindfully
- (35:24) - Importance of Improvement Season
- (40:17) - Making Hard Decisions for Team and Client Management
- (48:02) - Refining Processes and Team Structure
- (52:19) - Improvement Season Guide and Final Thoughts
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