At DRDA, we believe that success is built through continuous learning, collaboration, and a commitment to serving our clients. Our August 2026 Family Journal highlights the initiatives, insights, and accomplishments that continue to move our firm forward while helping our clients achieve long-term success.
Building a More Integrated Advisory Firm
In this month’s Doug’s Corner, Doug Dickey reflects on what truly defines DRDA. While accounting, tax, retirement plans, technology, and marketing are important, our greatest focus is building an enduring professional services organization based on stewardship, accountability, and strong relationships.
He reminds us that every decision, every client interaction, and every opportunity to support one another contributes to the culture and legacy we are building together.
Highlights from Across DRDA
This month’s newsletter also features updates from several departments, including:
- Marketing: Progress on our Business Advisory MasterCLASS campaign, the launch of our Third-Party Administrator Services (TPAS) marketing campaign, and continued implementation of HubSpot marketing automation.
- Client Accounting Services (CAS): Practical guidance for businesses preparing for year-end financial planning and improving operational performance.
- Qualified Retirement Plans: An overview of SECURE 2.0 automatic enrollment requirements and what employers need to know.
- Attestation: Key updates on the new auditing standards (SAS No. 150) and how they will impact future audit procedures.
- HR & Wellness: New employee wellness initiatives designed to support physical, emotional, and financial well-being.
Celebrating Our Team
We also recognize the people who make DRDA successful every day through employee shoutouts, birthdays, community involvement, and the promotion of Linh Nguyen to Tax Manager.
Read the Full August Newsletter
The August edition of the DRDA Family Journal reflects our commitment to helping businesses thrive while fostering a culture built on accountability, growth, and exceptional client service.
Read the full August 2026 Family Journal to learn more about the latest firm news, business insights, tax updates, retirement plan guidance, and community highlights.