10/27/2026
A few years ago, we hit a wall. We had business owners reaching out who wanted to work with us, and we weren’t sure we could say yes and still serve them well.
So we changed how we’re built. Today, every DBA client has a Team of 3: a Client Service Manager keeping the books and payroll current, a Client Controller looking after tax and compliance, and a Client CFO helping plan what’s next. It means our clients always know who to call, and nothing about their business gets lost between departments.
If you’re building a CAAS department, or trying to grow the one you have without stretching your team thinner, Rachel and Marcus are sharing how we did it on November 5. The webinar is part of Collective by DBA, our community for accounting firm leaders, in partnership with Double. We'll cover what changed, what we'd do differently, and three steps to start building your own.
🔗 We'd love to see you there!
https://hubs.la/Q04C4MpF0