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Resources Your CPA Firm Needs

Now that you are enrolled in DBA | FIRM resource updates, you will receive notifications when new resources are available.

Client Implementation Guide Outline - COMING SOON

Wow your new clients with a deliverable comprehensive guide for their onboarding phase and services with your firm.


Controller Commentary Outline - COMING SOON

Add value and ensure clients review their monthly financial statement deliverables with this guide for recorded feedback.


Retreat Agenda - COMING SOON

Simplify connection and nurturing your culture at team retreats with our multi-day and half-day outlines and collection of activities.

Have questions on implementing these resources in your advisory firm? We can help!