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Mastering Multi-Channel Mayhem: A CPA’s Guide to Modern E-commerce

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Struggling to reconcile thousands of daily e-commerce transactions from platforms like Shopify, Amazon, and Square? You’re not alone. For CPAs, the surge in e-commerce has transformed accounting into a complex maze. Gross sales don’t match bank deposits, fees are vaguely labeled, and sales tax spans multiple states and cities.

“Everything has moved to net deposits,” explains Jason Richelson, CEO of Bookkeep, in a recent Earmark Expo. “It used to be that gross sales plus sales tax equaled your deposit the next day. Now, everything is net of fees, and it’s becoming increasingly complicated.”

As e-commerce continues to dominate retail, CPAs face an evolving ecosystem of platforms and payment systems. To navigate this complexity and deliver value to clients, they must embrace cutting-edge accounting technologies that offer automated reconciliation, real-time reporting, and multi-channel integration.

This article explores the key challenges of modern e-commerce accounting and how innovative technologies are revolutionizing the field, transforming CPAs into strategic advisors.

The Complex Landscape of E-Commerce Accounting

Gone are the days when retail accounting meant simply reconciling a cash register with a bank statement. The rise of e-commerce has introduced new challenges for CPAs.

“We had about 50 clients,” Jason recalls. “We started developing software, thinking people could handle it manually. They do it manually, but I’m surprised that six years later, they just can’t find people to do this.”

The core problem lies in the shift to net deposits. “It used to be that in your POS, your gross sales plus sales tax equaled the credit card deposits you received the next day,” Jason explains. “But now, businesses receive net deposits—the gross amount minus various fees and adjustments.”

Consider a client using Shopify for online sales, Square for in-person transactions, and selling on Amazon as well. Each platform has its reporting system, fee structure, and payout schedule. Amazon pays out every two weeks, so Christmas sales might not hit the bank account until January.

The complexity compounds with cross-platform sales. A business using Shopify might also sell through Facebook and Instagram. While Shopify shows total sales, including sales tax, the actual deposit might not include that sales tax if Facebook pays it directly. Without specialized tools, a CPA might mistakenly think the business failed to collect sales tax.

“A lot of people just record deposits as income,” Jason notes, “because they’re overwhelmed or don’t have access to detailed data. But we book your sales summary and then your payout deposits separately.”

Innovative Solutions in E-Commerce Accounting

As the e-commerce landscape grows more complex, innovative technologies are emerging to meet the challenge. Specialized accounting software revolutionizes how CPAs manage multi-channel sales, reconciliations, and reporting.

One key feature of Bookkeep is automated reconciliation. “We post summary sales information daily, typically on an accrual basis when the transaction occurs or when it is fulfilled,” Jason explains. This approach allows for accurate, real-time sales tracking across multiple platforms, regardless of when the actual payout occurs. It solves the Amazon payout delay by recording sales when they happen, not when the deposit is received weeks later.

Another crucial aspect is the separation of sales data from payout deposits. This separation allows for clearer tracking of actual sales versus received funds, solving the net deposit problem that plagues many e-commerce businesses. CPAs can now easily reconcile gross sales with net deposits, identifying fees and adjustments.

These systems also offer detailed breakdowns of fees and adjustments. “All the data we post to your accounting platform, we also provide spreadsheets with all the backup data,” Jason says. This level of detail allows CPAs to quickly identify and resolve discrepancies, saving countless hours of manual reconciliation work.

Multi-channel integration is another key feature. Bookkeep handles data from Square, Shopify, PayPal, Amazon, and more, consolidating information from multiple sales channels into a single, coherent financial picture. This integration extends to sales tax management as well. “We will file and pay your sales tax for you, and we do it through Avalara,” Jason explains, addressing the complex issue of multi-jurisdictional sales tax compliance.

These tools are adaptable to the rapidly changing e-commerce landscape. When e-commerce platforms introduce new features or payment methods, the software updates to accommodate them, ensuring CPAs always have accurate, up-to-date information.

The Evolving Role of CPAs in E-Commerce

Innovative technologies are not just making CPAs’ jobs easier—they’re reshaping the role of accountants in the e-commerce era. The focus is shifting from data entry to strategic advisory.

“We’re here to help you understand the data coming through,” Jason explains. “That’s really where accounting is going—it’s about data flows and proper categorization.” This shift means CPAs need to develop new skills and knowledge to thrive.

Understanding the intricacies of various e-commerce platforms is essential. “Shopify moves very fast. Square is also providing great tools. TikTok is coming onto Shopify as well,” Jason notes. CPAs need to stay current with these developments to provide accurate advice and ensure proper accounting treatment.

Sales tax complexity presents another opportunity. With Bookkeep’s integration with Avalara, CPAs can offer comprehensive sales tax management services. “Nobody inside these e-commerce businesses wants to learn that stuff,” Jason says. By mastering these tools, CPAs become indispensable advisors, helping clients navigate multi-jurisdictional sales tax requirements.

Some CPAs might worry that these technologies could replace their roles. However, the reality is that these tools free CPAs from tedious tasks, allowing them to focus on higher-value activities. CPAs can offer strategic insights into cash flow management, profitability analysis, and growth strategies by interpreting the detailed data these systems provide.

Embracing the Future of E-Commerce Accounting

E-commerce accounting is evolving rapidly, but CPAs can turn these challenges into opportunities with the right tools and mindset. You can stay ahead in this digital era by embracing innovative technologies and focusing on strategic advisory.

To better understand these cutting-edge solutions and how they can transform your practice, we encourage you to watch the on-demand webinar featuring Jason Richelson’s insights on the evolution of e-commerce accounting. You’ll learn about the latest trends in e-commerce platforms, discover how to leverage automated reconciliation tools, and gain strategies for positioning yourself as a valuable advisor to e-commerce clients.

The End of Late-Night Spreadsheets: Live Flow’s Game-Changing Solution for CPAs

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Imagine it’s 2 a.m., and you’re still wrestling with spreadsheets because a client made last-minute changes. If you’re a CPA, this scenario might sound all too familiar. The endless cycle of manual updates highlights a persistent challenge in financial analysis: balancing customization with automation.

But what if you could have both? At the recent Earmark Expo, a solution emerged that promises to revolutionize how CPAs handle financial data. Enter LiveFlow, a groundbreaking tool catching accountants’ attention everywhere.

“The solution that LiveFlow offers allows you to create live reports of your QuickBooks information directly in Google Sheets or Excel,” explains Josh Thomas, Senior Product Owner at LiveFlow. For CPAs looking to modernize their financial analysis without sacrificing customization, LiveFlow combines the familiarity of spreadsheets with automated data integration and advanced reporting features.

In this article, we’ll explore how LiveFlow bridges the gap between customization and automation in financial analysis. From seamless integration with existing tools to advanced consolidation capabilities and robust forecasting, discover why LiveFlow might be the game-changer CPAs have been waiting for.

Seamless Integration with Accounting Software

At the heart of LiveFlow’s innovation is its ability to integrate seamlessly with the accounting software and spreadsheets CPAs already use. Gone are the days of endless copy-pasting and manual data entry. LiveFlow directly bridges QuickBooks or Xero and your Google Sheets or Excel workbooks.

Blake Oliver, co-host of the Earmark Expo, shared a painfully familiar memory: “I have a very distinct memory of one time doing it seven times in a row until about two in the morning because I kept having to make changes.” This tedious process of exporting, pasting, and reformatting becomes obsolete with LiveFlow.

Instead, LiveFlow allows you to create live reports that update automatically. “By default, LiveFlow is refreshing your QuickBooks data every single hour,” Josh explains. This means your spreadsheets are always up-to-date without any manual effort.

What about customization? LiveFlow doesn’t sacrifice flexibility for automation. You can add custom formulas, insert new columns, and tailor your reports to your needs. The app allows you to filter data by customer, class, vendor, or location, giving you granular control over your reports. Impressively, LiveFlow retains these customizations even when the underlying data refreshes.

For CPAs managing multiple clients, this is transformative. As David Leary pointed out, “I could see Blake’s problem is magnified if you have 50 clients. Now, you’re doing this over and over across 50 clients.” With LiveFlow, you set up customized reports for each client once and let the software handle the updates.

Simplifying Complex Consolidations

Consolidating financial data from multiple entities or standardizing a complex chart of accounts can be daunting. Traditional methods involve intricate Excel formulas that are prone to errors and time-consuming to maintain. LiveFlow’s consolidation feature tackles this challenge head-on.

“No more formulas,” Josh emphasizes. “You’ve distilled it down to the consolidated accounts you want in your end report.” This approach saves time and significantly reduces the risk of errors.

LiveFlow uses a visual mapping process. You can click and drag to map accounts from different QuickBooks files to a unified chart of accounts. It even handles intercompany eliminations, a notoriously tricky aspect of consolidation.

Perhaps most impressively, the consolidation feature updates automatically when new accounts are added, or changes occur in the underlying QuickBooks files. No more scrambling to update complex spreadsheets every time a client tweaks their chart of accounts.

Transforming Data into Actionable Insights

CPAs need to do more than crunch numbers—they also need to tell compelling financial stories. LiveFlow Dashboards transform complex financial data into visually appealing, easy-to-understand visualizations that resonate with clients.

“We’re really excited about it because, for some people, coding is not their bread and butter,” Josh explains. LiveFlow Dashboards allow CPAs to create professional, customizable dashboards without coding skills. You can select from components like bar charts, line graphs, and KPI indicators, arranging them to build a dashboard that suits each client’s needs. Advanced settings like filtering by vendor or displaying data by quarter provide a level of customization that rivals custom-coded solutions.

One standout feature is the ability to create “snapshots” for static reporting. This addresses a common concern voiced by Blake: “I don’t want it refreshing automatically throughout the month because the period isn’t closed yet.” With snapshots, you control exactly what data your clients see and when, balancing real-time updates with carefully curated financial presentations.

But LiveFlow doesn’t stop at visuals. Its forecasting capabilities take financial analysis to the next level, combining automation with the flexibility to model various scenarios. The cash flow forecasting templates include features like income vs. burn rate charts and runway models. You can input different growth rates and starting financial positions to model various scenarios for a startup client.

“If you’re advising software or startups, then their burn rate and runway are the two most important things to keep tabs on,” Blake points out. “If you can do that for them with live data from their QuickBooks file, you become really valuable as an advisor.”

These tools allow CPAs to offer high-value services like scenario analysis and strategic financial planning. By combining live data with powerful, customizable forecasting tools, you can help clients make informed decisions about their financial future.

Embracing a New Era of Financial Analysis

LiveFlow represents a significant leap forward in financial analysis technology, seamlessly bridging the gap between customization and automation. As Josh aptly puts it, “The beauty of it is sometimes the simplicity of it.” By integrating live data with familiar spreadsheet interfaces, simplifying complex consolidations, and offering powerful visualization and forecasting tools, LiveFlow empowers CPAs to work smarter, not harder.

The implications for the accounting profession are profound. With LiveFlow, CPAs can significantly increase their efficiency, freeing up time to focus on high-value tasks like strategic advising. As Blake noted, “If you can do that for them with live data from their QuickBooks file, you become really valuable as an advisor.” This ability to quickly generate customized, visually appealing reports and forecasts enhances the services CPAs can offer to their clients.

Perhaps most importantly, LiveFlow allows CPAs to modernize their practice without abandoning their hard-earned expertise and customized approaches. It’s not about replacing the CPA’s skillset but augmenting it with powerful tools that make financial analysis more efficient and insightful.

Experience LiveFlow for Yourself

To see how LiveFlow can revolutionize your financial analysis processes, watch the Earmark Expo. Discover firsthand how you can harness the power of automation while maintaining the flexibility your clients depend on. Don’t just adapt to the future of financial analysis—shape it with LiveFlow.

Mastering Prompt Chaining: Unlocking AI’s Full Potential in Content Creation

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As a CPA passionate about tech, I’m always looking for apps that simplify work and boost productivity. The arrival of AI tools like ChatGPT and Claude felt like stepping into a new era, especially for content creation. However, I quickly learned that to truly harness their power, it’s not about tossing out a prompt and crossing your fingers.

Recently, I had the opportunity to discuss this and more on the Amplify! podcast, where we delved into how AI is revolutionizing marketing strategies, particularly in the accounting profession. As I shared on the pod, the real game-changer when using AI for content creation is mastering prompt chaining—a method that’s transformed how I work.

The Limitations of One-Shot Prompts

Consider a common scenario. Suppose you need a 1,000-word blog post on a specific tax deduction for your firm’s website. The straightforward approach might be to type into ChatGPT: “Write a 1,000-word blog post about this tax deduction.” Seconds later, the AI generates an article. Convenient. But here’s the catch.

The content is likely to be generic, lacking depth, and similar to countless other articles online. It’s like expecting a gourmet meal but receiving fast food. The issue? One-shot prompts give the AI minimal direction, resulting in superficial content that fails to engage or inform readers effectively.

Breaking It Down: The Power of Prompt Chaining

To achieve high-quality content, you have to interact with the AI more deliberately. Enter prompt chaining—guiding the AI through a series of targeted prompts to produce superior results. Here’s my step-by-step approach:

  1. Start with Rich Source Material: I kick things off with a transcript from a podcast, an interview, or even a voice memo where I explore the topic in depth. This provides the AI with substantial, authentic content to draw from.
  2. Analyze the Content: I ask the AI to examine the transcript and identify key themes, insights, and potential angles. For example: “Analyze this transcript and summarize the main points discussed.”
  3. Develop a Thesis and Outline: Based on the analysis, we craft a strong thesis statement (the key point or takeaway). Then, I prompt the AI: “Create a detailed outline for an article based on this thesis, including an introduction, key sections, and a conclusion.”
  4. Draft Section by Section: Instead of having the AI write the entire article in one go, I focus on one section at a time. I might say: “Write an engaging introduction based on this outline,” and then proceed through each section individually.
  5. Review and Refine: After each section is drafted, I review it, make edits, and ensure it aligns with my voice and the message I want to convey.

Why Prompt Chaining Works

By collaborating with the AI step by step, prompt chaining offers several benefits:

  • Enhanced Depth and Clarity: The content becomes more nuanced and informative.
  • Authentic Voice Capture: The AI better reflects my tone and style.
  • Improved Efficiency: It saves time by minimizing the need for extensive revisions.

Making AI Your Collaborative Partner

The key is to view the AI as a collaborator, not just a tool. By guiding it through the process—much like mentoring a junior colleague—you tap into its full potential. It’s about providing context, setting clear expectations, and engaging in an iterative process to refine the output.

Ready to Transform Your Content Creation?

Next time you sit down to create content, don’t settle for surface-level results. Break down your prompts, guide the AI through each step, and experience firsthand how prompt chaining can revolutionize your workflow. Not only will you produce higher-quality content, but you might also find the process more rewarding.

For a comprehensive look at how I use prompt chaining and other AI strategies to enhance productivity, tune into the full podcast episode here. We delve into the nuances of prompt chaining, discuss practical applications, and explore how AI can transform your work and personal life.

Blake Oliver, CPA, is the founder and CEO of Earmark, a platform transforming how professionals earn their CPE credits. Passionate about accounting and technology, Blake is dedicated to helping others leverage AI to work smarter, not harder.

Automating Success: Why Strong Financial Controls Are Essential for Business Growth

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Imagine a growing company where invoices pile up, approval processes lag, and financial oversight can’t keep up. Now, picture the same company with streamlined workflows, automated fraud detection, and visibility into finances that help the business. The difference? Strong financial controls.

Financial controls are the guardrails of good decision-making in any business. They include the procedures, policies, and methods for monitoring and controlling economic resources. In today’s digital age, these controls have evolved beyond traditional manual processes.

In the webinar “Mastering Internal Financial Controls for Sustainable Success,” ApprovalMax experts Jonathan Kyritsis and Angela Bierman shared a critical truth for Certified Public Accountants (CPAs) and their clients: modernizing financial controls is vital to sustainable business growth.

But how can CPAs use these evolving controls to deliver tangible value? Let’s explore three key areas:

  • The evolution of financial controls in the digital era
  • Using automation for efficiency and fraud prevention
  • Building scalable controls for long-term success

Whether you’re a CPA looking to enhance your services or a business leader aiming to strengthen your financial processes, these insights will provide tips on where to focus your attention and how to get started in modern financial management.

The Digital Evolution of Financial Controls 

“Financial controls are the guardrails of good decision-making in any business,” Angela said. These controls protect against fraud, prevent costly mistakes, and provide the foundation for sound financial stewardship. The digital era has changed how these controls operate and their role in business growth.

Consider the traditional invoice approval process. Angela described the old way:

“If it’s paper, you take the stack of invoices to the various people who need to approve them, and they sign it. They may have a comment or a question, or they come back with post-its, and you’re like, whose signature is this? And what’s the status?”

This manual process is inefficient and prone to errors.

Modern, digitized financial controls automate this process. Invoices are automatically routed to the right approvers, reminders are sent systematically, and every action is logged with a clear audit trail. This removes the chaos of paper trails and reduces the risk of lost or mishandled documents.

Beyond digitizing paperwork, modern financial controls use technologies like optical character recognition (OCR) and machine learning (ML) to extract data from invoices, detect anomalies, and predict potential issues before they arise. 

This evolution allows CPAs to offer more strategic, value-added services. Instead of spending hours on manual data entry and chasing approvals, CPAs can focus on analyzing financial data, identifying trends, and sharing insights that help business growth. Jonathan says it’s about understanding “how we can impact your business” through tailored, modern financial control systems.

Using Automation for Efficiency and Fraud Prevention

Automation underpins modern financial controls’ evolution, boosting efficiency and security. For CPAs, becoming familiar with these systems can be important for offering innovative services that support client success.

There are big efficiency gains from automation. Angela candidly said: “Chasing invoices is such a time suck. We all have better things to do.”

Automated systems handle tasks like routing invoices, sending reminders, and tracking approvals. Technologies like OCR automatically extract data from invoices to reduce manual data entry and errors.

These improvements allow finance professionals to shift focus from routine tasks to strategic analysis and decision-making. For CPAs, this means spending less time on data processing and more on consulting clients.

Automation also enhances fraud prevention. Automated systems constantly monitor for suspicious patterns and anomalies. They can flag payments just below approval limits—a common tactic in fraud schemes. Angela noted: “When you have a threshold of $10,000, $50,000, whatever it is, and you start to see bills coming in just under that threshold, that should be a flag.”

Automation fortifies vulnerable points in financial systems, such as vendor information changes. Angela highlighted this risk: “Where they get you, and where the areas of higher risk are, is the changes. Someone says, ‘Oh, I have new banking information. Can you update my account?'”

Automated systems enforce strict protocols for such changes, requiring multiple approvals and flagging suspicious updates.

However, automation complements rather than replaces human judgment. Jonathan said: “Logic sometimes might fly out the window because this is something quick that your boss’s boss is getting you to do. So again, it’s about having the processes in place.”

Automation provides the framework and flags potential issues, but human oversight is still key.

Building Scalable Financial Controls for Sustainable Growth

As companies expand, their financial control needs become more complex. Scalability becomes essential. Angela advised: “With every decision you make regarding processes, policies, and technology, ask yourself: Does this scale? Can this work with more people, more departments?”

A manual approval process suitable for a team of 10 can become a nightmare for a company of 100. Scalable, automated controls adapt effortlessly—moving from a single-tier approval system to a multi-tiered one that accounts for different departments and spending thresholds.

Establishing scalable controls empowers CPAs to transition from traditional number crunchers to vital strategic partners in growth. By anticipating future client needs and creating adaptable processes, CPAs can deliver exceptional value that enhances their role and influence.

Flexibility is important, Jonathan said: “Every client is not the same from client to client. We have to be flexible in this day and age, especially with the world changing as quickly as it is.”

Customization plus scalability ensure that financial controls remain effective and efficient regardless of a company’s size or complexity.

Scalable controls also democratize the oversight process. Angela noted: “What I think is so important is to empower every single person involved in the accounts payable process with the ability to press pause and say, ‘I’m not comfortable with that.'”

This approach maintains robust oversight even as organizations grow.

Setting up scalable controls early saves businesses from growing pains later. Angela pointed out: “It’s so much easier as an employee, as a project manager, as a relationship manager, to say to somebody, ‘Hey, these are our policies. This is what we’ve got in place.'”

It’s more efficient to grow into robust controls than to build them retroactively.

Watch the Full Webinar and Earn Free CPE

Digital, automated, and scalable financial controls form a powerful triad for sustainable business growth. They provide efficiency for daily operations, security against fraud, and flexibility for long-term expansion. For CPAs, mastering these controls is critical to delivering extra value in today’s business landscape.

To fully grasp the role of strong financial controls, watch the webinar “Mastering Internal Financial Controls for Sustainable Success.” Jonathan and Angela offer practical insights and real-world examples to enhance your service offerings.

Register for free here and earn free CPE for watching:

Addressing Gaps in Accounting Firm Support

Accounting firms today face numerous challenges—from managing remote teams to staying updated with ever-changing regulations. Rachel highlights the struggle:

“We were looking for a community that could serve our team. We wanted accountability and ongoing support solution for the real-life, day-in and day-out challenges our team members were facing—not just the owner but the entire team.”

Existing peer communities in the accounting profession fell short, often focusing solely on firm owners or offering fragmented support. Marcus adds:

“We wanted to support the whole team, from leadership to admin. We wanted to ensure everyone was supported in one place with similar teams.”

Recognizing a gap in comprehensive, team-wide support, Rachel and Marcus, along with Amy McCarty, created Collective by DBA. Their goal was to address the technical aspects of running an accounting firm and the human element—fostering collaboration, facilitating professional development, and cultivating a sense of community across all levels.

Creating a Holistic Support Ecosystem

Collective by DBA is more than a professional network; it’s a carefully crafted ecosystem designed to support accounting firms at every level. At its core, it is a community platform where members, called “Insiders,” can share resources, communicate, and collaborate on topics ranging from client management strategies to the latest tax regulations.

Rachel explains:

“When you join the Collective, you become an Insider. It’s for the firm—not just one person or the owner or a partner. It’s for the whole team.”

The platform offers:

  • Webinars on current topics: Providing insights into industry trends and challenges.
  • Live streams for real-time problem solving: Allowing members to tackle issues collaboratively as they arise.
  • In-person events: Facilitating deeper networking and learning opportunities.
  • Discussion boards: Providing a place for members to share and receive feedback on potential initiatives and current challenges.
  • Resources: Offering guides and templates related to accounting firm operations and management.

The community is structured around three main pillars:

  1. Strategy: Helping firms define their vision, target the right clients, and plan for growth.
  2. Structure: Guiding firms in organizing their teams, roles, and workflows for maximum efficiency.
  3. Systems: Assisting in selecting and implementing tools and processes to streamline operations.

A standout feature of Collective by DBA is its vendor-free environment. Marcus emphasizes:

“There are no vendors in this group. Behind the paywall are other firm owners. There’s nobody with a vested interest in a software company trying to sell you something.”

This approach fosters open, honest discussions about software, best practices, and industry challenges without the pressure of sales pitches. Members can freely share their experiences with different tools or strategies, ensuring the focus remains on practical, peer-tested solutions.

Embedding Core Values into Operations

At the heart of Collective by DBA is a clear vision and core values guiding every operation. Rachel articulates this vision:

“We are creating a future where success is measured by the positive impact we make on individuals, businesses, and our communities by connecting and inspiring professionals focused on continual learning and leaving a legacy.”

Their core values, encapsulated in the acronym IMPACT, are:

  • Integrity. “When we say yes or no to the size of an event or the location of an event, we’re doing back to those values,” Rachel notes. “Does it align? If it doesn’t, then it’s an easy no.”
  • Meaningful work. “We want our Insiders to continually get better. So we want to see a change—a noticeable difference, a positive impact,” Rachel says.
  • People first. This value is evident in their commitment to supporting entire accounting teams, not just firm owners.
  • Appreciation. “This has always been on our heart and, really, a calling to serve others, to serve our peers in the industry,” Rachel explains.
  • Collaboration. Central to their community platform, encouraging knowledge sharing among peers.
  • Transparency. This influences their approach to events and vendor relationships. Marcus notes, “We’ve turned down some people for various reasons. These are hand-selected people that DBA uses, and they’re not there to sell.”

Looking ahead, Collective by DBA plans to expand its offerings. Marcus outlines:

“We will build out different types of accountability at different levels, all the way through to one-on-one support. At the end of the day, you’re either going to spend money or spend time.”

This tiered approach ensures firms of all sizes can find the right level of support to meet their needs and drive growth.

Conclusion

By addressing the need for comprehensive, team-wide support, creating a vendor-free community focused on practical solutions, and embedding core values into every aspect of their operations, the Collective by DBA community meets the holistic needs of high-achieving accounting firms.

Imagine an accounting profession where firms collaborate, share best practices freely, and support and value every team member. Collective by DBA is working to realize this vision.

This community offers an exciting opportunity for CPA firm owners and accounting professionals to transform how they operate, collaborate, and grow. Whether you’re grappling with team management, seeking innovative ways to serve clients, or looking for a supportive community of like-minded professionals, Collective by DBA provides a new path forward.

Ready to transform your accounting firm? Listen to the full Who’s Really the BOSS? podcast episode to learn more about how Collective by DBA can benefit your practice.

Rachel and Marcus Dillon, CPA, own a Texas-based, remote client accounting and advisory services firm, Dillon Business Advisors, with a team of 15 professionals. Their latest organization, Collective by DBA, supports and guides accounting firm owners and leaders with firm resources, education, and operational strategy through community, groups, and one-on-one advisory.