This episode explores the intersection of popular business operating systems like EOS (Entrepreneurial Operating System) and tailored solutions for accounting firms. Christine Nietzke, ODCP shares insights on the benefits and limitations of EOS implementation, while introducing the GRIP (Goal Ready Implementation Plan) approach developed by Collective by DBA. The conversation highlights the value of having a comprehensive blueprint for firm success, emphasizing the role of discipline, organization, and team effort in achieving business goals.

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

For more information about GRIP, visit: https://collective.cpa/grip

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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• (00:00) - Welcome to Who's Really The BOSS?
• (01:01) - Christine's Career Journey
• (04:24) - Christine's Role and Contributions
• (07:07) - Best Advice Ever Given
• (08:28) - Deep Dive into EOS
• (14:33) - Becoming an EOS Implementer
• (20:17) - Challenges and Client Stories
• (25:40) - The Importance of Structured Meetings
• (27:45) - Maximizing Existing Tools for Efficiency
• (33:13) - Introducing GRIP: A Blueprint for Success
• (38:50) - Team Collaboration and Accountability
• (49:36) - The Role of Discipline and Organization
• (51:58) - Conclusion and Final Thoughts

Marcus and Rachel introduce Collective by DBA, the evolution of their accounting firm support initiative. They discuss the motivation behind creating this community, its focus on strategy, structure, and systems for firms of similar sizes, and the unique events and resources offered. They emphasize Collective's commitment to fostering meaningful connections and driving lasting change in the accounting industry through peer support and expert guidance.

Introducing Collective by DBA
https://collective.cpa/

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
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Download the Earmark CPE App
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• (00:00) - Welcome to Who's Really the Boss
• (00:40) - Exciting Changes at DBA Firm
• (01:27) - Rebranding to Collective by DBA
• (05:05) - Creating a Supportive Community
• (09:14) - New Offerings and Features
• (19:23) - Strategy, Structure, and Systems
• (29:15) - Upcoming Fall Get-Together
• (31:04) - Event Highlights and Key Takeaways
• (40:06) - Mission and Values of Collective
• (46:12) - Learn More and How to Contact Us

Rachel and Marcus provide an in-depth look at the intricacies of CFO advisory meetings, using real-world examples from a marketing agency and a dental practice. Marcus breaks down the meeting structure, from initial connection to financial analysis and strategic planning, while emphasizing the importance of adapting to each client's unique needs. This episode offers valuable insights for financial professionals looking to enhance their advisory services and strengthen client relationships.

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://collective.cpa/
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast

https://earmarkcpe.com

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

• (00:00) - Welcome to Who's Really The Boss
• (01:15) - Storytelling Focus and Client Meeting Agenda
• (02:07) - Client CFO Meetings and Their Structure
• (04:05) - Understanding Client Value and Budget Allocation
• (06:44) - Developing Meeting Agendas and Client Interactions
• (09:24) - Monthly and Quarterly Client Meetings
• (14:10) - Case Study: Marketing Agency Client
• (25:08) - Recommendations
• (27:29) - Action Steps
• (32:35) - Insights from a Dental Client
• (35:09) - Quarterly Client Touchpoints
• (37:20) - Action Plans and Financial Analysis
• (51:04) - Advisory Meetings for New Clients
• (56:14) - Final Thoughts