What Cole & Company does

Cole & Company operates as Dillon Business Advisors (DBA), a privately held outsourced accounting and fractional CFO firm headquartered in Katy, Texas with additional offices in Richmond, Fort Worth, Manchester (St. Louis area), and St. Louis. The firm serves small businesses with $2-10M in revenue, with primary specialization in healthcare professional services — including chiropractors, dentists, dermatologists, orthodontists, and veterinarians — and secondary segments in professional service providers and agencies/consulting firms. Founded in 2003 per firmographic data, the company is led by President & CEO Greg M. Cole.

DBA's core offering is a bundled 'Team of 3' service model that assigns each client a Client Service Manager, Client Controller, and Client CFO to deliver ongoing accounting/bookkeeping, fractional CFO leadership, and forward-looking financial management. Adjacent service modules include business advisory (succession planning, asset protection), tax planning and compliance, payroll processing, bill pay, and account reconciliation. Technology stack is described only generically as 'modern digital tools' paired with an online client portal; no proprietary platforms, APIs, or named software products are disclosed. The firm also operates a sub-brand platform, 'Collective by DBA' (collective.cpa), positioned as a CPA community and resource offering.

Revenue is generated through subscription/recurring monthly engagements for the core outsourced accounting, fractional CFO, payroll, and bill pay streams, alongside professional-services fees for tax and business advisory work. Pricing is quote-based and not publicly disclosed. Go-to-market is sales-led with regional direct-sales coverage in Southeast Texas, DFW, and Missouri, supported by content marketing (podcast, blog, downloadable guides, testimonials) and a free Business Analysis consultation as the primary lead-conversion offer. The firm has no disclosed funding, parent company, or M&A history.

Name

Cole & Company

Legal name

Dillon Business Advisors

Website

https://cole-cpa.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

Cole & Company operates as Dillon Business Advisors, a privately held outsourced accounting and fractional CFO firm serving U.S. small businesses ($2-10M revenue), primarily healthcare practices, via a bundled 'Team of 3' model across Texas and Missouri.

Ownership category

akta.pro rank

Product category

Outsourced Accounting & Fractional CFO Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Offices of Certified Public Accountants (541211), Management Consulting Services (54161)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Outsourced accounting services
• Fractional CFO services
• Small business bookkeeping
• Business tax planning
• Payroll processing services

Headquarters

HQ city

St Louis

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Outsourced Accounting Services: Ongoing accounting and bookkeeping services delivered through dedicated Team of 3 model. Includes financial reporting, analysis of revenue, profit, and cash flow.
2. Fractional CFO Services: Strategic financial leadership and planning services providing proactive insights and business guidance on ongoing basis.
3. Tax Services: Tax preparation and proactive tax planning to ensure compliance and minimize tax liability.
4. Business Advisory: Customized executive-level guidance for evolving business needs including succession planning and asset protection.
5. Payroll Services: Payroll processing and management services.
6. Bill Pay Services: Bill payment management services.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Cole & Company (Dillon Business Advisors) provides outsourced accounting, bookkeeping, payroll, and bill pay services alongside fractional CFO, business advisory, and tax planning services to small businesses in the United States. Core delivery is anchored by a dedicated Team of 3 (Client Service Manager, Client Controller, Client CFO) per client, focused on U.S. healthcare practices and professional service firms with $2-10M in revenue.

Product overview

Dillon Business Advisors (DBA) offers a unified suite of outsourced accounting and CFO services for small businesses, primarily serving healthcare professionals and professional service providers. The core offering centers on a Team of 3 model (Client Service Manager, Client Controller, and Client CFO) that provides ongoing accounting/bookkeeping, fractional CFO strategic guidance, and financial management. Additional service modules include business advisory, tax preparation, payroll, bill pay, and account reconciliation. The company operates across multiple locations in Texas (Houston, Fort Worth) and St. Louis, Missouri, with revenue focus on companies between $2 and $10 million.

Differentiator

Problem solved

Functional benefit

Brands

• Collective by DBA: Collective by DBA is a sub-brand/platform operated by Dillon Business Advisors, accessible at collective.cpa.

Products and services

• Outsourced Accounting & Bookkeeping Services Ongoing accounting, bookkeeping, and financial infrastructure support delivered by a dedicated Team of 3 financial experts for U.S. small businesses (typically $2-10M revenue), with emphasis on healthcare practices and professional service firms.
• Fractional CFO Services Strategic financial leadership providing proactive insights, financial planning, and business growth guidance without the cost of a full-time CFO, including CFO touchpoints (monthly/quarterly/annual) for small businesses.
• Business Advisory Customized executive-level guidance for evolving business needs, including succession planning and asset protection, targeted at small-business owners.
• Tax Services Proactive tax planning and compliance filing designed to eliminate last-minute surprises and ensure regulatory adherence for small businesses.
• Payroll Services Comprehensive payroll processing and management services for small businesses, delivered as part of the firm's recurring monthly engagements.
• Bill Pay Services Accounts payable management and bill payment processing services delivered as a recurring engagement for small-business clients.
• Financial Management Cash flow modeling, forecasting, and budgeting services provided to support business growth and operational decision-making for small-business clients.
• Collective by DBA CPA collective platform operated by Dillon Business Advisors (Cole & Company) offering shared resources and community for accounting professionals, accessible at collective.cpa.

Quantifiable outcome

• Cost-effective alternative to full-time financial hires

Named customers3 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• BDO USA: Global accounting network with U.S. outsourced accounting, CFO, and industry advisory practices; competes for the same mid-market healthcare and professional services clients as DBA at much larger scale.
• Eide Bailly: Large regional CPA and advisory firm with dedicated healthcare practice and outsourced CFO/advisory services; competes with DBA for healthcare SMB and mid-market clients at greater scale.
• Cherry Bekaert: National accounting and advisory firm with outsourced finance and CFO services targeting middle-market and SMB clients in healthcare and professional services verticals.
• Moss Adams: National accounting, tax, and consulting firm with healthcare industry specialization and outsourced finance services; overlaps with DBA in healthcare vertical and fractional CFO offerings.
• Withum: Top-30 U.S. accounting and advisory firm offering outsourced accounting, CFO advisory, and industry-specialized practices including healthcare and professional services.
• Wipfli: Top-20 U.S. accounting and advisory firm offering outsourced accounting, fractional CFO, and industry-specialized services including healthcare; a larger incumbent competing for similar mid-market clients.

Direct peers

• TGG Accounting: Outsourced bookkeeping and fractional CFO firm serving small businesses nationwide; similar subscription-based service model and SMB target as Dillon Business Advisors.
• Anders CPAs + Advisors: Mid-market CPA and advisory firm with industry-specialized practice groups including healthcare; comparable in service mix (accounting, tax, advisory) and SMB-to-mid-market client base.
• Ignite Spot Accounting: Outsourced accounting, bookkeeping, and CFO services for small businesses with a recurring-subscription model; directly comparable to Dillon Business Advisors in delivery structure and target SMB segment.
• CFO Suite: Provider of fractional and part-time CFO services to small and mid-sized companies, overlapping directly with DBA's Fractional CFO offering and mid-market client profile.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xlinkedin.com/company/dillonbusinessadvisors
• Facebookfacebook.com/dillonbusinessadvisors
• LinkedInlinkedin.com/company/dillonbusinessadvisors
• Instagraminstagram.com/dillonbusinessadvisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cole & Company