| On August 10th, the Wheeler team took a day off before the busy tax season to gather as a company for a Collaborative Day. This is a day in which most employees come in to the office and re-connect with co-workers in person. Those that work remotely in other states or a city farther away from the firm were able to join online. While some staff faced the camera for our revamped website (coming soon!), others met to discuss various topics about the firm. |
We started off the day by getting our carbs in with donuts and bagels and then we broke off by management levels. Each management level (staff, supervisors, managers, and partners) had their own meetings to discuss workflow, deadlines, and firm logistics. We then had our first Partner Panel Session moderated by our two Tax Supervisors, Yesica Morales and Kevin Huang.
During the panel, three of our partners, Dahleet Dittmer, CPA, Vanessa Mun, CPA, and Matt Wheeler, CPA, openly discussed their journey to becoming Partners, the responsibilities as Partners, and even addressed any and all questions from our Wheeler team. This fun and informative session gave us all a small glimpse of life as a Partner at Wheeler.
We ended our day with Departmental meetings to discuss goals, concerns, and upcoming events for each department.
Collaboration is a key aspect of running an accounting firm, and although we put the tax deadline on hold for just one day, we know days like this will help our firm maximize productivity going forward.
Overall, it was a productive day and we cannot wait until our next Collaborative Day in December. For now, we are back to our desks tackling the tax deadlines!