S2E42. Can Advisory Survive a Down Economy?
Nov 13, 2023•39 min•Season 2Ep. 42
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Episode description
Can Advisory Survive a Down Economy?
Hi CPA Firm Owner! You found our podcast!
Client Advisory Services are all the rage...until industries tank, the economy takes a down turn, and money gets tight. So, what happens to CPA firms that have transitioned away from a high volume of tax returns to high value advisory services?
In this episode, Marcus Dillon, CPA and Rachel Dillon of Dillon Business Advisors discuss the effects of a down economy on clients and prospects, as well as practical ways to respond as a Client Accounting and Advisory Services firm.
Marcus Dillon, CPA and Rachel Dillon own Dillon Business Advisors, a remote client accounting and advisory firm in Texas, and lead a team of 15. They began the transition from a high-volume tax and audit practice to a high-value advisory firm more than 6 years ago and continue to refine their processes and technology while sharing what they have learned along the way with other firm owners.
#businessadvisors #CFO #CPA #values #leadership #accountingandaccountants #firmstrategy #relationships #clientadvisoryservices #mastermind
Hi CPA Firm Owner! You found our podcast!
Client Advisory Services are all the rage...until industries tank, the economy takes a down turn, and money gets tight. So, what happens to CPA firms that have transitioned away from a high volume of tax returns to high value advisory services?
In this episode, Marcus Dillon, CPA and Rachel Dillon of Dillon Business Advisors discuss the effects of a down economy on clients and prospects, as well as practical ways to respond as a Client Accounting and Advisory Services firm.
Marcus Dillon, CPA and Rachel Dillon own Dillon Business Advisors, a remote client accounting and advisory firm in Texas, and lead a team of 15. They began the transition from a high-volume tax and audit practice to a high-value advisory firm more than 6 years ago and continue to refine their processes and technology while sharing what they have learned along the way with other firm owners.
#businessadvisors #CFO #CPA #values #leadership #accountingandaccountants #firmstrategy #relationships #clientadvisoryservices #mastermind
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