Customized plans for your business needs
Our financial services help you make informed decisions and allow us to understand your operations intimately. Our Team of 3's responsiveness and commitment to excellent support helps you get the guidance and answers you need, complete with weekly CSM and monthly Controller services.
Implementation — $7500
Optimizing your unique financial situation takes a little time. 4-6 weeks to be exact. Our one-time implementation investment allows our team to evaluate your financials in order to make expert recommendations. More below on what is included.
What do I get?
Input the number of payees in your company. Payees are loaded in increments of five.
Getting started with Dillon Business Advisors
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.
A Family, A Team, A Business
Most business owners do not have the time or expertise to oversee all their finance operations in an efficient manner. When you don’t have the right professionals managing your financials, you’re wasting time and money. Our fractional Team of 3 relieves your financial stress while educating you at a high level.
Ready to experience the difference a fractional financial team can make?
Trust us, you're in great hands. Get started with a free analysis!