Expert Accounting Services for Small Businesses | Dillon Business Advisors

Outsourced Accounting Services

You don't need to act like accounting experts anymore- that's what we do.

Are you tired of consistently reacting to messy, unorganized financials rather than proactively planning for your financial future?

Without the right infrastructure and financial processes in place, your next level of financial success is unachievable. That’s why we equip you with a dedicated Team of three financial experts to build forward-thinking strategies and deliver the small business accounting services needed to support your growth. Dillon Business Advisors provides small business accounting in Houston and Fort Worth in Southeast Texas, and our new locations in St. Louis, Missouri. Get in touch with one of our locations today.

Communication with my CPA is lacking.Take the stress out of running your business, knowing your Team of 3 is responsive and solution-oriented.

I'm worried about my tax liability and compliance.Remain in good standing with proactive tax planning and business guidance.

My financial strategy feels reactive.

Make smarter decisions all year long with dependable advice and financial clarity.

My financial data is unclear.

Trust your numbers with accurate financial reports and deep analysis of revenue, profit, and cash flow.

My technology is antiquated.

Operate with modern digital tools that streamline every step of your accounting process.

I don't have the time.

Maximize cost-efficiency and minimize wasted time with expert support from your Team of 3.

Do You Have Singular Focus

Are you looking for just a CPA or just a CFO? We take a holistic approach. Focusing on only the past, present, or future limits your growth. We unify all three to support your full financial journey.

Type of Business

Our team specializes in serving:

Healthcare professionals (Dentists, Dermatologists, Orthopedics, Veterinarians)

Professional service providers

Agencies, consulting firms, and trade services

Size of Business

Our services are ideal for companies with revenue between $2 and $10M looking for cost-effective financial leadership without the overhead of full-time hires.

Start

Step 1- Initial Meeting

Spend 45 minutes getting to know us while we learn about your current business challenges.

Start

Weeks 2-3

Step 2: Business Analysis (Weeks 2–3)

We walk through your finances in detail and provide tailored recommendations.

Weeks 2-3

Weeks 4-8

Step 3: Implementation (Weeks 4–8)

Meet your Team of 3 and your Implementation Manager to kick off onboarding.

Weeks 4-8

Week 8

Step 4: Team of 3 (Week 8+)

After onboarding, you’ll work directly with your Client Success Manager, Controller, and CFO.

Week 8

Ongoing

Step 5: CFO Touchpoints (Ongoing)

Your CFO sets up recurring touchpoints (monthly, quarterly, or annually) based on your business goals.

Ongoing

Team of 3

CSM, Controller, and CFO collaborate to support the past, present, and future of your business.

CFO Strategy

Receive proactive financial insights and strategic planning to grow your business.

Financial Management

Get the tools to grow with cash flow modeling, forecasting, and budgeting.

Business Advisory

Customized, executive-level guidance for your evolving business needs.

Tax Preparation

Proactive planning and filing to stay compliant and eliminate last-minute surprises.

Account Reconciliation

Keep your records accurate, detect fraud, and spend with confidence.

A Team of Trusted Advisors

You don't have to go about the journey alone. We are truly our clients' most trusted advisors. Whether it's making sure each transaction is coded or you need advice on what and when to buy an asset, our team will be there to guide you in the right direction.

Wealth Beyond Work

Are the monotonous, time-consuming financial tasks of business ownership robbing you of your passion? Do you find yourself working late hours and weekends after your patient or client care just to manage finances? We’re here to help you get your time back without worrying about your financial standing.

Future-Forward Planning

Whether you’re ready to retire within the next few years or want to set you and your business up for success early, we’re here to help you plan for the future. Get ahead of succession planning, protect your assets, and make sure your business is ready for its next stage every step of the way.

"Dillon has helped me reach my goals by allowing me to focus on what I do best — running my office."

Dr- Chris Schmidt

Dr. Chris Schmidt

Owner, Thrive Chiropractic

"It's just been really easy to transition once the systems are in place, it's just really seamless."

McKaskle-1

Dr. McKaskle

McKaskle Family Dentistry

"They're [Dillon] doing the hard work that normally would fall on a business owners' shoulders. They're amazing, we recommend them to anyone starting a clinic."

Darleen Nath-1

Dr. Darleen Nath

Lakeside Veterinary Care