You Need to Calm Down

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Client advisory services bring uncertainty by nature because they encompass financial accounting, bookkeeping, tax, and business planning conversations. Gone are the days of a client dropping off year end tax documents and picking up a neatly prepared tax return. Small business owners are facing a multitude of challenges and looking to their CPA as their financial expert to guide them through business ownership.

What does it really feel like to ask a client, "What keeps you up at night?" Adopting a mindset of "listening to funnel" information instead of listening to "bear and solve every burden" is the way you can remain calm in the face of uncertainty and offer practical solutions. Providing solid advice and de-escalating overwhelming situations is highly valued by small business owners.


Marcus Dillon, CPA and Rachel Dillon own Dillon Business Advisors, a remote client accounting and advisory firm in Texas, and lead a team of 15. They began the transition from a high-volume tax and audit practice to a high-value advisory firm more than 6 years ago and continue to refine their processes and technology while sharing what they have learned along the way with other firm owners.

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