Introducing DBA Firm: Operational Support for Accounting Firms
In this episode, Marcus and Rachel dive into the details of DBA Firm, a new venture aimed at providing operational support to accounting firms with revenues between $500k-$5M and 3-30 employees. They discuss the origins of DBA Firm, the key pillars of structure, strategy, and software, and how their own experiences transforming their accounting practice inspired them to help other firm owners. Learn about the resources, events, and support DBA Firm offers to help small-to-mid-sized accounting firms improve and grow.
Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors
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Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors
Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
- (00:00) - Welcome to Who's Really The Boss?
- (00:53) - Family Updates: Avery's Journey
- (02:30) - Avery's College Decision
- (03:39) - Impact on Family Dynamics
- (07:17) - Transition to DBA Firm Discussion
- (08:10) - Origins of the Podcast
- (09:46) - Transforming DBA: From Tax to Advisory
- (10:44) - Supporting the Accounting Community
- (16:20) - What is DBA?
- (21:38) - DBA Firm Resources and Events
- (32:32) - Introducing GRIP: Goal Ready Implementation Plan
- (45:55) - Conclusion and Future Plans
Creators and Guests
