Dillon Business Advisors

Did you catch "amateur hour" on Who's Really the Boss podcast?😜 ✦Marketing Essentials for Accountants✦ In this episode, Marcus Dillon, CPA and Rachel Dillon dive into the fundamental building blocks of marketing for accounting firms. They discuss how to identify your ideal client, create tailored service packages, and effectively communicate your value proposition. The conversation covers practical tips for managing inbound leads, leveraging your website as a virtual storefront, and utilizing automation tools to streamline your marketing efforts. This episode provides a solid foundation for accountants looking to refine their marketing strategy and attract their target clients. Listen to "Marketing Essentials for Accountants" on Who's Really the Boss podcast here: https://hubs.la/Q02GrYKg0 #earmarkcpe #advisory #cpa #accountingandaccountants #businessadvisors #cas #capacity #firmgrowth

✦DBA | FIRM FRIDAY✦ CPAs and Accountants: How are you fitting in client monthly bookkeeping, payroll, financial statements and advisory meetings on top of tax and compliance work? At DBA, we use time-blocking. Each of our team members has intentionally taken back control and end each day with a sense of accomplishment and satisfaction! Did we mention no one in our firm works over-time?🤯 Are you skeptical? Check out the recording of the Time-blocking for Client Advisory Services webinar. https://hubs.la/Q02HbtvG0 Key takeaways: ✦Define time blocking for CAS firms. ✦Outline time-blocked weekly schedules used in Dillon Business Advisors. ✦Provide recommendations and tips for implementing the time-blocking technique. Want more? Enroll now in DBA | FIRM FREE Resources to stay up-to-date on all that is happening! Be sure to: 1. Go to https://hubs.la/Q02HbttN0 2. Scroll down 3. Enroll in Free Resources #accountingandaccountants #cpafirmresources #businessadvisors #advisory #cpa #timeblocking

Who decides? The title of a trusted business advisor is not simply decided on by an individual, but it’s a title that is earned after consistently showing up for business owners and bringing value to their businesses and families. Who determines if you are a trusted business advisor? The answer is two-fold. First, the people placing their trust in you and seeking your advice. And equally important to the equation, YOU! Your actions and behaviors must reflect that of a trusted business advisor. A trusted business advisor is a role that embraces the following characteristics and responsibilities: ✦ Expertise developed by continuous learning on topics relevant to your clients ✦ Communication that is consistent and effective by being responsive and clear ✦ Dependability and reliability in providing support and solutions ✦ Honesty and integrity with expertise and experience as well as limitations ✦ Adding value by offering actionable advice and sharing relevant tools, resources, and opportunities ✦ Building authentic relationships by showing genuine interest and respect Therefore, "trusted business advisor" is not only a title, but who you must become in order to earn that title. #cpa #businessadvisors #accountingandaccountants #smallbusiness #advisory

CPAs and accountants: REGISTER for Thursday's webinar: ✦Time-blocking for Client Advisory Services✦ Time-blocking is a time management technique that suggests dividing your day into blocks of time and assigning specific tasks or activities to each block. Instead of simply making a to-do list, time-blocking involves setting aside dedicated periods of time for different types of work. Time-blocking is a great strategy to combat "fire-fighting" and unproductive days. This webinar will go beyond the productivity benefits of time-blocking, and outline how to implement time-blocking for better client service, workflow management, and job satisfaction. This session will: 1. Define time-blocking for CAS firms. 2. Outline time-blocked weekly schedules used in Dillon Business Advisors. 3. Provide recommendations and tips for implementing the time-blocking technique. This webinar is CPE eligible. Register and save your spot today. https://hubs.la/Q02GJQgT0 Amy McCarty Lezlie Reeves, CPA #accountingandaccountants #cpafirmresources #businessadvisors #advisory #cpa #teamof3 #webinar #cpe

✦Marketing Essentials for Accountants✦ In this episode, Marcus Dillon, CPA and Rachel Dillon dive into the fundamental building blocks of marketing for accounting firms. They discuss how to identify your ideal client, create tailored service packages, and effectively communicate your value proposition. The conversation covers practical tips for managing inbound leads, leveraging your website as a virtual storefront, and utilizing automation tools to streamline your marketing efforts. This episode provides a solid foundation for accountants looking to refine their marketing strategy and attract their target clients. Listen to "Marketing Essentials for Accountants" on Who's Really the Boss podcast here: https://hubs.la/Q02GrGxy0 #earmarkcpe #advisory #cpa #accountingandaccountants #businessadvisors #cas #capacity #firmgrowth

✦DBA | FIRM FRIDAY✦ CPAs and Accountants: Are you missing out?😲 If you're not enrolled in DBA | FIRM, you certainly are missing out.🤭 Enroll now in DBA | FIRM FREE Resources to stay up-to-date on all that is happening! Be sure to: 1. Go to https://hubs.la/Q02DW3cz0 2. Scroll down 3. Enroll in Free Resources #accountingandaccountants #cpafirmresources #businessadvisors #advisory #cpa #teamof3

Regular bookkeeping isn't just about keeping records—it's about ensuring your business runs smoothly and successfully. Here are the ✦key benefits✦ of monthly bookkeeping that every business owner should know: 1. Better cash flow management through timely invoicing and expense monitoring. 2. Compliance and tax preparedness through organized records that allow for accurate tax filings without penalties. 3. Stress reduction and time savings with up-to-date information that alleviates the last-minute scrambling to gather information. 4. Budgeting based on timely data to set realistic goals, monitor progress, and adjust as needed. 5. Reduced fraud risk with regular monitoring to identify inconsistencies and unusual transactions. 6. Improved planning using valuable insights and trend analysis. Reach out to a Dillon Business Advisors' Team of 3 today to lead a better business. https://hubs.la/Q02FjMHH0 #cpa #bookkeeping #accounting #businessadvisors #advisory #taxplanning #smallbusiness

Scaling Your Medical Practice Team: A Roadmap to Success Expanding your medical practice team can be challenging but incredibly rewarding. We outline a comprehensive roadmap to ensure a successful scaling process. From identifying the right roles to implementing an efficient onboarding strategy, we've got you covered. Key takeaways include: ✦ Understanding your current team structure ✦ Effective recruitment strategies ✦ Utilizing modern technology for hiring ✦ Best practices for onboarding new team members Ready to take your practice to new heights? Dive into the details! https://hubs.la/Q02Ff_S-0 #medicalpractice #medicalpracticegrowth #cpa #businessadvisors #advisory

Are you ready to elevate your firm's operational efficiency and growth? Introducing our newest CPE course on the Earmark app: "DBA Firm: Operational Support for Accounting Firms." In this course, Marcus Dillon, CPA, and Rachel Dillon reveal the secrets behind the success of DBA Firm. It is designed specifically for accounting firms with revenues between $500k and $5M and 3-30 employees. From structure and strategy to software, learn how to transform your practice with their invaluable insights. Key Benefits: 🔹 Understand the core pillars crucial for shaping your business model. 🔹 Explore the effective use of free resources in building professional relationships. 🔹 Discover continuous improvement strategies to enhance business performance and transformation. Don't miss out on this opportunity to learn from industry experts and advance your firm's potential. Enroll now and take the first step towards significant growth! Join Marcus Dillon, CPA and Rachel Dillon to unlock your firm's potential. 👉 Enroll today: https://lnkd.in/gVbtBXMd #Accounting #CPE #ProfessionalGrowth#ContinuousImprovement

CPAs and accountants: REGISTER for the July 18 webinar: ✦Time-blocking for Client Advisory Services✦ Time-blocking is a time management technique that suggests dividing your day into blocks of time and assigning specific tasks or activities to each block. Instead of simply making a to-do list, time-blocking involves setting aside dedicated periods of time for different types of work. Time-blocking is a great strategy to combat "fire-fighting" and unproductive days. This webinar will go beyond the productivity benefits of time-blocking, and outline how to implement time-blocking for better client service, workflow management, and job satisfaction. This session will: 1. Define time-blocking for CAS firms. 2. Outline time-blocked weekly schedules used in Dillon Business Advisors. 3. Provide recommendations and tips for implementing the time-blocking technique. This webinar is CPE eligible. Register and save your spot today. https://hubs.la/Q02FCJsM0 #accountingandaccountants #cpafirmresources #businessadvisors #advisory #cpa #teamof3 #webinar #cpe