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Your CPA Firm's Advisory Journey Starts Here

Proven Resources for Your Firm 

You have a vision for your firm, but you are not sure how to get there. Been there. Done that. And still going! Now we're also sharing our resources to help firms like you transform from high-volume to high-value services. 

Doing more with less

At DBA, we transformed a legacy tax preparation firm with over 2,000 annual client relationships into a high-value advisory firm with only 150 client family relationships and higher annual revenue.

task View the resources that helped us transform

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#1 Challenge Firms Face

Burnout from juggling too many client relationships and projects, strict deadlines, and pouring your time and expertise into commodities, like tax returns, that are not valued by most clients.

There's not enough time

Most accounting firm owners are knee-deep in preparing compliance requirements like complex tax returns and other commodities which clients only value because they are required by the government or a financial institution. You know that you could offer more value to your clients through business and tax planning, but struggle to find the time on your calendar to offer the meeting let alone prepare for it.


Too many relationships

Honestly, can you even call them "relationships" when you only hear from your clients once or twice a year, and you are trying to keep up with hundreds or even thousands of them at a time? Your clients expect your advice and the resulting financial benefits.  You know with fewer client relationships, you could really bring value to your clients through your experience and expertise, but what about the revenue you'd lose?


Featured Resource

Tax Checklists

for the Team of 3


Access sample tax return checklists used by our Client Controllers and Client CFOs



1120S, 1065, and 1040 checklists are now available for download in fillable pdf format.


Checklists foster consistency and accuracy for tax preparation and review within our remote Team of 3 structure.


Gain access to valuable resources for your advisory firm

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