Collective Blog

Are Your Advisory Meetings Creating Real Value — or Just Recapping the P&L?

Written by Marcus Dillon | May 30, 2025 6:50:41 PM

Let’s be honest: if your client advisory meetings feel like a glorified financial report walkthrough, you’re not alone — and you're likely leaving impact (and revenue) on the table.

Rachel and Marcus Dillon, CPA, own a Texas-based, remote client accounting and advisory services firm, Dillon Business Advisors, with a team of 15 professionals. Their latest organization, Collective by DBA , supports and guides accounting firm owners and leaders with firm resources, education, and operational strategy through community, groups, and one-on-one advisory