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Case Study: Dennis Bailey, CPA

1 Tampilan· 01/24/25
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Case study video with Dennis Bailey, CPA about his accounting practice.
Case study: https://thebrightlinestrategie....s.com/casestudies/ca

Questions asked:
00:00 What brought us together?
00:37 What were those problems?
01:22 What was keeping you from achieving those goals on your own?
02:07 What was the shift you made once you joined the program to start advising clients? How did that come your way of being?
03:07 What do you see for your firm?
03:48 What would be your number one piece of advice you'd give to CPAs struggling with too much compliance work? And not enough money or time?

Other Case Studies:
Martin Eisenstein, CPA: https://www.youtube.com/watch?v=uTu6tDb3t7g
Ami Shah, CPA, Ms in Taxation, FCA: https://www.youtube.com/watch?v=C_LRbUmmwLo
Dennis Bailey, CPA: https://www.youtube.com/watch?v=FWYZPermxm4
Hunter Bailey, CPA: https://www.youtube.com/watch?v=RMie0GIct24
Bob Patten, CPA: https://www.youtube.com/watch?v=JTwbIsFDIOo
Sonia Narvaez, CPA PA: https://www.youtube.com/watch?v=nKwbpSk91-I

Trow Trowbridge, Principal Consultant
The Brightline Strategies
Reston, VA 20191
(681) 260-0057
https://thebrightlinestrategies.com
trow@thebrightlinestrategies.com

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