Introducing Streamlined OS: The Operating System Built for Accounting Firms

Podcast: Who's Really the BOSS? · Marcus Dillon, Rachel Dillon

Opublikowano: 2026-06-08

Marcus and Rachel publicly unveil Streamlined OS, the operating system Collective by DBA built specifically for accounting firms to connect strategy, execution, measurement, and improvement in one place. They walk through how its 62-question assessment surfaces a firm's strengths and improvement areas, prioritizes three or fewer to tackle next, links each one to training and templates, and tracks progress against five core KPIs. They also get candid about running a less owner-dependent firm, why transparency with your team is worth the discomfort, and how the stabilize, systemize, and scale framework applied to DBA itself after its 2025 acquisitions. <...