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.

Sponsors
Discover.AI - discover.ai

The Automation Idea Generator:
https://collective.cpa/automationprompt

Watch on YouTube
https://youtu.be/zIW4hkn8wYw

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: 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
• (31:40) - Software Stack Setup
• (33:16) - File Storage Choices
• (34:06) - Define the Pain Point
• (35:10) - Payroll Email Use Case
• (37:53) - Time Savings and ROI
• (40:01) - Generate the Prompt
• (42:14) - Claude Reviews Automation Ideas
• (45:22) - Risks and Change Management
• (49:17) - Empower the Whole Team
• (52:43) - Wrap Up and Feedback