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Getting started with Dillon Business Advisors
Financial and time freedom starts with a conversation. It takes four steps to get started, and the rest is smooth sailing. Download our welcome guide to see what we need and how we can help you get up and running.
Implementation Culmination Meeting
Get to know your dedicated team of 3. Review the technologies, procedures, roles, and responsibilities for your high-level goals with the Onboarding Manager.
Provide your existing payroll information for ADP onboard. Establish accounts, forms, and timelines to transfer payroll details.
Quickbooks Online (QBO)
Complete banking connections for QBO. Provide read-only access to bank account information and tax filings where applicable.
Provide any income documents, expenses, contributions, records of tax payments, and depreciation schedule.
What our clients are saying
"Dillon has helped me reach my goals by allowing me to focus on what I do best — running my office."
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 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."
Dr. Darleen Nath
Lakeside Veterinary Care
Dr. Chris Schmidt, Owner