DRDA December Newsletter Recap: Wrapping Up the Year Together

As 2025 comes to a close, DRDA is proud to reflect on a year defined by growth, innovation, and a renewed commitment to serving clients with excellence. Our December Newsletter highlighted the progress across all departments, celebrated team achievements, and shared a look ahead as we move confidently into 2026. Below is a full recap of the key themes and updates featured this month.

A Year of Growth and Strengthening Our Culture

In his year-end message, Managing Partner Doug Dickey reflected on the collective progress made across the firm. From expanding advisory programs to strengthening quality management systems and enhancing the client experience, every department contributed to a year of meaningful advancement. Doug emphasized a shared truth that has guided DRDA throughout 2025: growth happens when we continue to show up, for our clients, for each other, and for ourselves.

Looking ahead, 2026 will be a defining year as we align our efforts, expand capabilities, and build on the strong foundation established this year.

Department Highlights

Across the firm, teams have been busy closing out the year with focus and momentum.

Business Advisory Services (BAS)

BAS continued to increase client engagement through coaching programs, MasterCLASS sessions, and business development initiatives. Clients achieved significant progress in staffing, operations, profitability, and marketing execution, demonstrating the value of guided advisory support.

Client Accounting Services (CAS)

The CAS team wrapped up a successful year supporting clients with accurate financials, clear reporting, and strategic insights. December remains a crucial time for year-end reconciliations and preparing for a strong start in 2026.

Tax Department

Training sessions helped Tax Staff I and II strengthen their understanding of Closing Disclosures (CDs) and their impact on tax reporting, ensuring higher accuracy and consistency during the upcoming tax season.

Attestation Department

The Attestation Team continued advancing the firm’s quality management system in alignment with SQMS No. 1 standards, a major initiative reinforcing DRDA’s commitment to quality and compliance.

Retirement Plans (TPA)

New contribution limits for 2026 were released, and the department remains ready to assist clients in navigating changes and maximizing retirement benefits.

Finance & Facilities

The Finance team completed significant year-end tasks, including departmental Profit & Loss reporting, enhanced expense management systems, and continued planning for future office expansion.

Production Admin

The Production Admin Team focused on year-end workflow preparation, improved organization, and strengthened coordination across departments, ensuring a smooth transition into tax season.

IT Department

IT invested in improved tools, onboarding processes, and support systems to enhance technology access, reliability, and efficiency across the firm.

Marketing Department

Marketing highlighted the growing importance of video storytelling in communicating our mission, services, and client success stories. This focus helps deepen relationships and strengthen brand visibility.

Celebrating Our Team

The December Newsletter honored several team members for professional achievements, including CPA milestones, exceptional service, and contributions that embody our firm values. We also welcomed our newest team member, Rachel Santana, QKA, to the Retirement Plans Department.

A Unified Finish to 2025

Whether through operational improvements, professional development, or enhanced client support, each department contributed to a year of forward momentum. December marks a moment of reflection and appreciation as we prepare to move into a new year with clarity, confidence, and purpose.

At DRDA, our culture of growth, empathy, teamwork, and excellence remains at the heart of everything we do. As we wrap up 2025, we look forward to building an even stronger 2026 together.