Welcome to

Collective by DBA

Welcome to Collective by DBA a unique and vibrant community where the brightest minds in accounting converge to learn, grow, and inspire one another. Here, success is measured by the positive impact we make on individuals, businesses, and our communities. We’re delighted to invite you into our exclusive community where professionals are committed to continual learning and leaving a lasting legacy.

Overwhelmed by managing a large client base in your accounting firm?

Running a legacy tax preparation firm with thousands of clients can feel like you’re constantly treading water, leaving little time to provide the personalized attention your clients deserve. The methods and guidance inside Collective by DBA helped transform a firm with over 2,000 annual client relationships into a high-value advisory firm with just 150 client families—allowing for deeper connections and a more profitable business.

Struggling to keep up with the grind of daily operations?

The relentless demands of tax preparation and bookkeeping can leave you feeling overwhelmed, with little time to focus on growing your firm or enjoying life outside of work. Through Collective by DBA, high-volume accounting practices are guided to become streamlined, efficient advisory firms, freeing up your time to focus on strategic growth and delivering higher-value services.

Finding it hard to maintain work-life balance?

The pressure of managing a large client base often means long hours and limited personal time. Collective by DBA provides the tools and strategies to transform a legacy firm into a high-value advisory business, reducing the client load and allowing for a more manageable work-life balance while still increasing revenue.

Tired of being buried in paperwork instead of focusing on what matters?

Handling thousands of client relationships can make you feel bogged down by administrative tasks, leaving little time for impactful advisory work. Collective by DBA offers a path to redefine your client base, shifting from quantity to quality, so you can focus on meaningful advisory work that drives higher revenue without the stress of high volume.

Integrity

Upholding the highest standards in every action.

Meaningful Work

Engaging in work that makes a real difference.

People First

Valuing relationships and putting people at the heart of everything.

Appreciation

Recognizing and celebrating each other’s contributions.

Collaboration

Working together to achieve more.

Transparency

Ensuring openness and honesty in all our relationships.

The Mission

Our mission is clear: to guide accounting firms to connect, collaborate, and make lasting change. We provide the platform and support for accounting professionals to implement proven strategies, structures, and systems. This exchange of knowledge fosters a culture of continual improvement and excellence.

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Proven Strategy, Structure, and Systems

Sharing best practices and innovative solutions that drive efficiency and growth

Connecting High Achievers

Bringing together accounting firms to learn from each other and deliver exceptional client service.

Accountability and Support

Creating a network of peers to provide the guidance and encouragement needed to grow and transform accounting firms.

Capacity Constraints

Effective Operations

Scalability, Sustainability

Connect

Join a network of like-minded professionals who are committed to excellence and integrity. Build relationships that foster personal and professional growth.

Collaborate

Engage in meaningful collaborations that amplify your impact. Share your insights, learn from others, and work through challenges together to drive real change.

Transform

Embrace opportunities for transformation through continual learning and innovation. Inside Collective, we’re not just changing the face of accounting; we’re setting a new standard for success.

Making a Difference Together

We believe that true success comes from the positive impact we make on others. By working together, we can create a brighter future for individuals, businesses, and communities. Our commitment to improved capacity, effective operations, and sustainable growth ensures that every member of Collective has the tools and support they need to thrive.