Who is a fit for our accounting and advisory services?

There are 3 main components to consider when evaluating an accounting firm. Being a match for with your CPA firm is vital to your success. Watch Marcus Dillon, Founder of DBA, outline who is a right fit.

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Healthcare Professionals

As a dentist, veterinarian, or another medical professional, your focus must be on your patients (two-legged and four-legged!). But what about the necessary financial work that goes into growing your practice? That’s where we come in!

A few of the healthcare specialities we help include:

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CPA and Accounting Firms

Who knows the intricate details of an accounting firm better than an accounting firm? We understand the complexities of deadlines, capacity, and cyclical cash flow that comes with firm ownership. Our team provides accounting and advisory services that create capacity for the accounting firm owner to build a valuable business and not just a client list.

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Professional Service Providers

From real estate brokers to insurance agencies, financial management is crucial for all professional service providers. Unfortunately, it can also get in the way of key business growth initiatives. Partner with your very own Team of 3 to turn what was once a burden into an opportunity for growth. 

Some professional service firms we help include:

Engineering Firms
Insurance Agencies
Real Estate Brokers
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Family Offices

As a family-owned business ourselves, we take great pride in helping fellow family offices thrive. We know the burden that business ownership can place on families, and we’re here to remove that financial strain so you can thrive at home and in the office.

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DBA Texas Hero

We're a Texas-based firm

Based out of Katy, Texas, we live to elevate our local businesses. Rural or metropolitan, we’re here to provide the level of business advice and financial planning you’ve always dreamed of. From Aggies to Longhorns, Bobcats to Bears, we want to see Texas soar.


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Business Analysis

Your path to financial freedom starts here

Get started with a free analysis of your business.

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