June at DRDA: Innovation, Connection, and Summer Momentum

As summer begins, June brings fresh energy and progress across DRDA. While some team members take well-deserved time off, others are driving forward key initiatives that shape the future of our firm.

A Message from Leadership: Investing in People and Progress

In this month’s message, Doug Dickey shares appreciation for the teamwork that keeps DRDA moving during vacation season. With upgrades in cloud services, new hires in Business Advisory Services, and expanded tax planning initiatives underway, we’re embracing summer as a season of both rest and revitalization.

Culture Spotlight: The Power of Connection

This issue emphasizes the value of authentic workplace connection — from boosting morale and collaboration to accelerating growth. Practical tips encourage all of us to be more present, approachable, and intentional in our day-to-day interactions. At DRDA, relationships are the foundation of success.

Best Places to Work: Survey Phase Underway

We’ve completed the nomination process for both Houston Business Journal’s Best Places to Work and Accounting Today’s Best Accounting Firms to Work For. Now, we’re in the employee survey phase. Your voice matters — thank you in advance for participating and helping shape DRDA’s future.

Audit Services: Evolving with Technology

The expectations around audits are changing. This month’s marketing feature explores how audits are becoming leadership tools — moving beyond checklists and compliance to deliver strategic insight through data analytics, automation, and AI.

Legislative Watch: H.R.1 – One Big Beautiful Bill

The House passed a sweeping reform bill covering taxes, healthcare, and AI in Medicare. DRDA is monitoring its progress and preparing to guide clients through any resulting changes.

Facility & Wellness Updates

• Parking Lot Project Complete: Thank you to our Facilities Team for making our space safer and more accessible.
• New Wellness Program Launch: Get ready for step challenges, hydration goals, and fun rewards. More info coming soon!

Department Updates and Shoutouts

• BORSA: Emphasis on empathetic client communication and defined benefit plan funding strategies.
• CAS: Streamlining 1099 processes, improving onboarding, and strengthening cross-department collaboration.
• Client Onboarding: Welcomed 16 new entities in April — shoutout to Ashlynn Colson and the Production Admin Team.
• Production Admin: Preparing for extended projects and handing off newsletter duties as team transitions.
• Tax: Encouraging summer productivity with friendly internal challenges and continued support for MSO planning.
• IT & Marketing: Major advancements with Cetrom cloud services, HubSpot CRM, and Zendesk integration.

People News

• Michael Whitley retired after years of service — congratulations and thank you!
• Promotions: Krishna Patel (Tax Staff I), Marcos Zavala (Full-time Junior Staff)
• Shoutouts: Big thanks to Anthony Alves, Patrick Satterfield, Laura Espinoza (Leadership Clear Lake graduate), and many more for going above and beyond.

June at DRDA is a mix of action and appreciation — a time to make meaningful progress while celebrating milestones and relationships. Thank you for all you do to keep us growing, learning, and thriving.