Shows
Who's Really the BOSS?The Mid-Tax Season Acquisition: Lessons from the First 70 DaysRachel and Marcus are joined by Amy McCarty to discuss DBA's recent acquisition of a St. Louis-based accounting firm on January 31st - right in the middle of tax season. They explore the challenges of integrating different technology systems, managing team expectations, and maintaining client relationships during this critical period. Despite the timing challenges, the team shares how they've already recouped their down payment in revenue and gained valuable insights about client service, team integration, and technology transitions that will shape their future growth strategies.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin...2025-05-121h 02