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Why firm leaders join.
Running a firm gets easier when you're not the only one making the hard calls.
Real Answers, Not Theory
Advice from people running firms like yours right now, not consultants theorizing from the sidelines.
Accountability That Sticks
Report your progress to people who expect you to follow through, every month.
A Network You Can Lean On
Relationships with other firm leaders that outlast any single meeting.
Perspective You Can't Get Alone
See your firm's blind spots through people who've already hit the same walls.
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Which group is right for you?
Owners and operations leaders deal with different pressures. Here's which group fits you.
Owners/Partners
For firm owners and partners making the calls on strategy, growth, pricing, and where the firm goes next. Conversations run on ownership-level decisions: acquisitions, partnership structure, hard client calls, and the pressure that comes with being the one everyone looks to.
Operations
For Directors of Operations, Firm Admins, and emerging leaders supporting the firm owner and running the day-to-day. Conversations run on execution: team structure, workflow, technology, and building the systems that let the firm grow without leaning on the owner for everything.
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Inside a Session
Here's a look at the questions members bring to the conversations.
Owners/Partners
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"I need to fire some clients. How do I decide which ones, and what do I tell them?"
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"I'm thinking about making my employee a partner. What do I need to be aware of?"
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"We're evaluating an acquisition. How do we know if it's the right fit?"
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"I want to raise our prices. How do I know if the market will hold?"
Operations
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"I need to hire for this position. Where are you having success finding good people?"
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"I'm thinking about implementing this software. Does anyone have experience?"
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"How do I keep the team efficient without burning them out during busy season?"
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"How do I balance being the go-between for the owner and the rest of the team?"
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Marcus Dillon, CPA
Marcus transformed Dillon Business Advisors from an 80% tax-revenue firm into one running on 80% monthly recurring accounting and advisory revenue. Fifteen years of leading a firm through hiring mistakes, hard client calls, and multiple acquisitions means he's not teaching theory.
Mastermind Groups:
• Owners/Partners — Full
• Owners/Partners —
Accepting New Members
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Amy McCarty, MBA
Amy spent two decades coaching accounting firms through technology and operational change, including years coaching Marcus and Rachel's own firm before she joined DBA. She's the person who's seen what separates a firm that's stuck from one that's ready to grow.
Mastermind Groups:
• Operations — Full
• Operations —
Accepting New Members
Lezlie Reeves, CPA
Lezlie started her career in audit at KPMG before moving through corporate finance and firm ownership, and now leads accounting and advisory work at DBA. She's most energized by asking the questions that get leaders to their own clarity, not handing them a script.
Mastermind Groups:
• Owners/Partners —
Accepting New Members
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Not a Collective Member?
Mastermind Groups are only available to Collective members. If you're not a member yet, start there first, and you'll get access to Streamlined OS, CPE webinars, SOPs, and the rest of the community along with your Mastermind Group.
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