45:54
The Org Chart Advantage: Planning Your Firm's Future Team
48:13
Modernizing a 50-Year Legacy Practice
01:02:39
Leveraging Peer Relationship
03:16
How to Actually Execute Your Goals: The "Refine" Phase of Improvement Season
02:16
Creating Permission to Challenge: Building Team Candor in Accounting Firm
02:02
From College Grad to CPA Board Member: The Power of Simply Showing Up
02:37
The Power of Peer Groups: How CPAs Share Knowledge to Avoid Common Mistakes
51:32
The Four R's of Improvement Season: Recharge, Review, Refocus, Refine
01:37
How We Mapped Our Firm's Growth from $3M to $10M (And What We Had to Let Go)
01:45
How We Grew From $400K to $3.5M by Rethinking Where Leaders Add Value
56:10
A CPA's Guide to Adding Financial Planning
01:02:29
Evaluating Your Client List
03:10
Young CPA Started Bookkeeping Business While Having Baby and Studying for CPA Exam
02:47
CPA Relocates Entire Server to Parents' House After Hurricane Helene Destroys Town
51:41
From $400K to $3.5M: What to Delegate When
02:52
CPA Reveals: "I Didn't Say No Enough" - Key Lessons From Starting a Firm
01:02:41
UltraTax CS v. Intuit ProConnect: Uses, Cost, Pros and Cons
02:05
CPA Discusses Why He Brings Up Succession Planning Despite Losing Clients
54:36
Taking Vacation During Tax Season
03:47
From Eternal Tax Season to Monthly Services: Two Partners Share Their Experience
01:01:45
Advisory Opportunities with OBBBA
02:18
From 20+ Year Veterans to New Firm Owners: 177 Clients and $1.7M Revenue in 18 Months
53:26
From Rice and Beans to $1.7M: A Young CPA's Growth Story
01:43
The Truth About Ideal Clients in Accounting Firms
01:36
Why Your Team Won't Share Ideas (And How to Fix It With One Simple Strategy)
57:06
Two Years, Two Offices, and 177 Clients Later: How Two Partners Left to Build Their Dream Firm
02:47
Why Some Accounting Firm Owners Sell Without Getting Cash at Close
02:19
Accounting Firm Owner Shares What He'd Demand in an Acquisition Deal
01:02:25
Team of 3 Fundamentals
50:56
Mid-Year Check-In: Goals, Growth, and Getting Away
51:47
The Real Story Behind Accounting Firm Valuations
04:55
How to transform your accounting firm for maximum value
03:49
From Generic Reviews to Growth: Optimizing Your Google Business Profile
03:31
EBOC vs EBITDA: 6 Acquisition Offers Shows Possible $300K Owner Comp Add-Backs
01:09
Growth vs Comfort: Why Easy Business Success Isn't the Goal
02:54
Why Our "Team of Three" Failed With New Clients (And What We Learned)
59:06
KPIs for High-Performing Client Accounting Services Firms
59:07
From RECHARGE to Reality: Accounting Firm Growth Strategies
01:18
When to Let Go: Making Tough Client Decisions After Tax Season
02:02
Beyond Tax Season Parties: A New Approach to Celebrating Your Team's Success
01:00:52
The Mid-Tax Season Acquisition: Lessons from the First 70 Days
01:03:43
Isolation to Collaboration for Accounting Leaders
52:21
Mastering Improvement Season
02:43
Breaking the "Break and Fix" Cycle: Creating Sustainable Client Relationships in Accounting
02:03
Don't Give Away Your Accounting Clients: How to Handle Relationships You No Longer Want
03:50
Why Accounting Firm Owners Become the Bottleneck (And How to Break Free)
02:06
The "Team of Three" Model: How We Reorganized Our Accounting Firm for Success
59:14
Beyond the Bottleneck: Creating Sustainable Capacity in Your Accounting Firm
03:36
Maximize Your Accounting Firm's Value: Expert Tips for Sellers in Today's Market
02:10
The 80/20 Rule in Accounting Firm Acquisitions: Why Your Top Clients Matter Most
02:44
Why Relationships Matter More Than Numbers in Accounting Firm M&A
48:08
From Bottleneck to Breakthrough: Reorganizing Your Accounting Firm
01:00:03
Time-Blocking for Accounting Advisory Services
01:02:29
Selling Your Accounting Firm: Misconceptions, Valuations, and Market Realities
03:30
How We Acquired Accounting Firms Using Old-School Mail in a Digital World
03:05
Due Diligence Deep Dive: How Listening Shaped Our Strategic Acquisition
02:32
Why Great Accountants Stay: Creating a Workplace They Won't Leave
03:00
Why Great Accountants Stay: Creating a Workplace They Won't Leave
56:05
Growing Through Strategic Acquisition
01:00:56
Building & Pricing Advisory Services for Accounting Firms
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About
Collective by DBA is a community for accounting firms that provides operational support to fellow accountants and CPAs. Collective by DBA is powered by industry experts, CPAs, firm advisors, & Dillon Business Advisors, a $3M CPA firm. Collective by DBA provides the platform and support for accounting professionals to implement proven strategies, structures, and systems and navigate accounting firm challenges together. Find resources, guides, templates, and webinars in our Community, and deeper accountability and guidance through Forum mastermind groups and one-on-one advisory coaching.
Our Mission
Guiding accounting firms to connect, collaborate, and make lasting change.
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Business advisors and CPAs guide business owners through business strategy, tax planning and preparation, and bookkeeping. Whether growing through a plateau or helping owners reach profitability goals, our team is a trusted advisor. www.dillonadvisors.com/plans.
6 September 2019
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