Stop Paying Consultants to Tell You What to Automate

Marcus and Rachel introduce the Automation Idea Generator from Collected by DBA, a free tool designed to help accounting firm teams identify what to automate, assess ROI, and get started without hiring a consultant. The episode walks through a live demo and breaks down a key distinction the whole firm needs to understand: AI designs the process, automation runs it. They also get honest about the real barrier to adoption in most firms, which isn't the technology, it's the team.SponsorsDiscover.AI -  discover.ai The Automation Idea Generator: https://collective.cpa/automationpromptWatch on YouTubehttps://youtu.be/zIW4hkn8wYwIntroducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (01:15) - Episode Tool Teaser (01:34) - Family Travel Update (05:42) - Why This Free Tool (07:07) - AI Vs Automation Basics (08:38) - Tech Pace And Firm Context (11:25) - Automation Initiative Start (12:47) - Credit To Tool Builders (14:10) - Temporary Tool Mindset (16:31) - Team Training Exercise (18:49) - Evaluating Automation ROI (21:08) - Real Example Prospect Folder (23:06) - Integration Reality Check (28:05) - Demo Begins Tool Link (30:36) - Software Stack Setup (32:12) - File Storage Choices (33:02) - Define the Pain Point (34:06) - Payroll Email Use Case (36:49) - Time Savings and ROI (38:57) - Generate the Prompt (41:10) - Claude Reviews Automation Ideas (44:18) - Risks and Change Management (48:13) - Empower the Whole Team (51:39) - Wrap Up and Feedback