dillon-business-advisors Research by SuperAGI

Company Profile: Dillon Business Advisors

Background

Dillon Business Advisors (DBA) is a client accounting and advisory services firm founded in 2011 by Certified Public Accountant Marcus Dillon. The firm is headquartered in Katy, Texas, with additional offices in St. Louis, Missouri. DBA specializes in providing outsourced accounting services, fractional CFO strategies, and business advisory services tailored for small to mid-sized businesses. Their mission is to equip businesses with dedicated financial experts to build forward-thinking strategies and deliver comprehensive accounting services that support growth. DBA's vision is to help clients achieve financial and time freedom by offering proactive financial insights and strategic planning. The firm is particularly significant in the Houston, Dallas-Fort Worth, and St. Louis metro areas, serving a diverse clientele across various industries.

Key Strategic Focus

DBA's strategic focus centers on delivering comprehensive financial solutions that help businesses flourish across multiple industries, with particular expertise in healthcare and professional services. Their core objectives include:

Outsourced Accounting Services: Providing small businesses with a dedicated team of financial experts to manage their accounting needs, allowing business owners to focus on growth and operations.

Fractional CFO Services: Offering strategic financial leadership on a part-time basis, enabling businesses to benefit from high-level financial guidance without the overhead of a full-time hire.

Business Advisory Services: Assisting businesses in strategic planning, financial analysis, cash flow management, and growth strategies to make informed decisions and build stronger businesses.

DBA utilizes key technologies such as modern digital tools to streamline accounting processes and provide accurate financial reports. Their primary markets include small to mid-sized businesses in the healthcare sector (e.g., dentists, veterinarians, orthodontists, dermatologists, chiropractors, optometrists) and professional service providers (e.g., engineering firms, insurance agencies, real estate brokers, consultancies).

Financials and Funding

As a privately held company, Dillon Business Advisors does not publicly disclose detailed financial information or funding history. The firm operates with a team size of approximately 11-50 employees, indicating a stable and growing business model.

Pipeline Development

DBA focuses on expanding its service offerings and geographic reach to better serve its clients. While specific pipeline candidates and development stages are not publicly disclosed, the firm's strategic initiatives include:

Geographic Expansion: Opening new offices in key markets to provide localized support to clients.

Service Diversification: Enhancing existing services and introducing new offerings to meet the evolving needs of small to mid-sized businesses.

Technology Integration: Implementing advanced technologies to improve service delivery and operational efficiency.

Technological Platform and Innovation

Dillon Business Advisors distinguishes itself through its innovative "Team of 3" approach, providing clients with a dedicated team consisting of a Client Service Manager, Controller, and CFO. This model ensures comprehensive support and personalized service. The firm employs modern digital tools to streamline accounting processes, offering accurate financial reports and deep analysis of revenue, profit, and cash flow. Additionally, DBA integrates advanced technologies to enhance service delivery and operational efficiency.

Leadership Team

The leadership team at Dillon Business Advisors includes:

Marcus Dillon, CPA: Founder and President. Marcus is a Certified Public Accountant and graduate of Texas State University. He founded DBA in 2011 to provide proactive CPA advisory services to small businesses.

Arin Neucks: Director of Tax and Financial Planning. Arin oversees tax strategies and financial planning services, ensuring clients receive comprehensive and effective financial guidance.

Amy McCarty: Director of Operations. Amy manages the firm's operations, focusing on enhancing operational efficiency and client service delivery.

Lezlie Reeves, CPA: Director of Accounting and Advisory. Lezlie leads the accounting and advisory services, providing strategic financial insights to clients.

Mallory Wonnacott: Client Controller. Mallory works closely with clients to manage their financial records and ensure accurate reporting.

Megan Coppin: Client Controller. Megan provides financial management services, assisting clients in maintaining accurate and up-to-date financial records.

Hannah Shelby: Client Services Manager. Hannah ensures clients receive exceptional service and support, addressing their financial needs and inquiries.

Katie Gauthier: Client Controller. Katie manages client accounts, ensuring financial accuracy and compliance with relevant regulations.

Abby Fredrick: Client Service Manager. Abby oversees client relationships, ensuring satisfaction and effective communication.

Alina Booth: Client Services Manager. Alina provides support to clients, assisting with financial planning and advisory services.

Leadership Changes

As of the latest available information, there have been no significant changes or appointments within Dillon Business Advisors' leadership team.

Market Insights and Competitor Profile

The market for outsourced accounting and business advisory services is growing, driven by small to mid-sized businesses seeking cost-effective financial management solutions. Key trends include increased demand for fractional CFO services, integration of advanced technologies, and a focus on proactive financial planning.

Dillon Business Advisors faces competition from various firms offering similar services. Notable competitors include:

Whitehead Construction: Provides construction services with a focus on quality and client satisfaction.

Eisen Environmental: Specializes in environmental consulting and services.

Pacific Commercial Service, LLC: Offers commercial services with a focus on efficiency and reliability.

These competitors vary in size and service offerings but share a common goal of providing quality services to their respective markets.

Strategic Collaborations and Partnerships

Dillon Business Advisors collaborates with various industry partners to enhance service offerings and expand capabilities. While specific partnerships are not publicly detailed, the firm's engagement with clients through podcasts and other resources indicates a commitment to continuous learning and industry collaboration.

Operational Insights

DBA's strategic considerations include maintaining a competitive edge through personalized service, leveraging technology for operational efficiency, and focusing on client satisfaction. The firm's "Team of 3" approach differentiates it from competitors by providing dedicated teams to clients, ensuring comprehensive support and responsiveness.

Strategic Opportunities and Future Directions

Dillon Business Advisors is well-positioned to capitalize on the growing demand for outsourced accounting and advisory services. Opportunities include expanding service offerings, enhancing technological capabilities, and increasing market presence in existing and new geographic areas. The firm's strengths in personalized service and strategic financial planning position it to achieve future objectives and support clients in their growth and success.