The 2025 Cover Out of Workplace Award Winners

Dillon Enterprise Advisors earned the Out of Workplace Award for constructing a agency the place work-life stability isn’t aspirational—it’s operational. From versatile scheduling to eliminating blackout dates throughout busy season, Dillon Enterprise Advisors’ people-first mannequin empowers its crew to thrive out and in of the workplace. Their “Crew of three” construction ensures each consumer is supported by a number of crew members, whereas Cover retains duties, notes, and communication centralized, so nothing slips by way of the cracks when somebody is away.

By transitioning from high-volume tax prep to high-value recurring companies, Dillon Enterprise Advisors created a agency that runs on predictability, not chaos. 

As founder Marcus Dillon places it, “Household time > monetary statements.” 

And that mindset reveals. Whether or not it’s attending a spring break journey or a vacation spot marriage ceremony, crew members are capable of unplug with out placing consumer service in danger.

Profile

Dillon Enterprise Advisors is a remote-first agency constructed to ship high-touch, year-round advisory companies to rising companies. 

Based by Marcus Dillon in 2011 with a handful of legacy purchasers and a e-book of enterprise from a retiring CPA, the agency has since grown exponentially by way of good acquisitions, values-driven hiring, and a consumer roster that prioritizes partnership over paper-pushing.

Right now, they function the outsourced accounting division for his or her purchasers, providing every thing from month-to-month bookkeeping and tax technique to enterprise advisory and digital CFO companies.

Whereas many companies speak about work-life stability, Dillon Enterprise Advisors rebuilt their complete working mannequin round it. 

Their agency tradition is deliberately designed to assist working mother and father and versatile schedules, with part-time and distant roles embedded into the DNA of the enterprise.

 

Constructing a Agency with Work-Life Steadiness

For Dillon Enterprise Advisors, work-life stability isn’t a perk, it is a core precept. Their agency was constructed to assist versatile hours and long-term profession development.

Right here’s how they make it work:

• Flex Fridays: Everybody, together with full-time workers, enjoys a half-day Friday, even throughout tax season.
• (Largely) Distant-first operations: What began as a short lived shift in 2020 shortly turned everlasting when the Katy crew noticed clear beneficial properties in flexibility, productiveness, and work-life stability. Right now, that crew is absolutely distant, whereas the newly acquired St. Louis workplace stays on-site throughout onboarding and integration.
• Core collaboration hours (10am–2pm CST Mon. – Thurs.): To accommodate completely different time zones and household schedules, crew conferences and consumer calls are concentrated throughout a four-hour window. Exterior of that, staff can design their workday round college drop-offs, pickups, and private priorities.
• Transferring past tax season chaos: In 2016 the agency made a serious shift by eliminating one-off tax purchasers. They started transitioning away from seasonal tax prep and towards a recurring service mannequin with predictable workloads. By exiting tons of of misaligned purchasers, they protected their crew’s time, vitality, and general well-being.

Income is up, boundaries are in place, and the crew isn’t burning out to make it occur.

 

Cover Workflow Make Distant Work Doable

Operating a completely distant agency doesn’t simply imply sending everybody house with a laptop computer. For Dillon Enterprise Advisors, distant work works as a result of their techniques do the heavy lifting. And Cover is on the heart of it.

“We couldn’t work remotely with out Cover. It’s that easy.” – Rachel Dillon, Agency Administrator

 

Earlier than switching to Cover, the crew juggled a number of instruments for consumer messaging, job monitoring, and file sharing. That patchwork strategy made it laborious to remain aligned, particularly when a job modified palms or a consumer despatched a key doc to the fallacious inbox.

Now with Cover, your complete crew operates from the identical playbook, irrespective of the place they’re working.

“When somebody closes a job, the following particular person instantly sees what must be executed and when. Cover retains every thing transferring.” – Rachel Dillon, Agency Administrator

 

Clear roles and real-time visibility multi function central system make distant work doable and even straightforward for companies like Dillon Enterprise Advisors.

 

Utilizing Time Monitoring to Energy a Flat-Payment, Recurring Mannequin

At Dillon Enterprise Advisors, time monitoring isn’t only for counting hours or a strategy to micromanage their staff. It’s how they construct a sustainable, scalable agency. 

Though the crew moved to a flat month-to-month price mannequin years in the past, they’ve saved time monitoring in place utilizing Cover. To not invoice purchasers, however to watch scope, consider pricing, and guarantee their recurring service mannequin stays worthwhile as they develop.

 

Why Observe Time With out Hourly Billing?

• Scope readability: By reviewing time logs, they will spot when a consumer’s wants are creeping past the agreed-upon companies.
• Pricing validation: Time knowledge helps affirm whether or not every consumer is priced appropriately, or if it’s time for a price adjustment.
• Crew capability: Cover’s Insights characteristic provides real-time visibility into crew workload, making it simpler to stability tasks and keep away from burnout.

“We don’t bonus or penalize primarily based on time, however we do use it to verify our pricing is correct—and to see when issues are going off observe.” – Rachel Dillon, Agency Administrator

Every consumer is supported by a Crew of three, which makes visibility and handoffs essential. That construction, mixed with Cover’s dashboards and automation, retains the mannequin operating easily, even with a dispersed crew.

This recurring mannequin improved margins and made workloads extra manageable throughout the board.

 

Constructing a Trendy Agency

Dillon Enterprise Advisors has confirmed that development doesn’t have to return at the price of stability or burnout. By aligning their service mannequin, crew construction, and know-how round readability and effectivity, they’ve created a agency the place each purchasers and staff thrive. 

With Cover, they’ve changed patchwork instruments with a single supply of fact, powering easy handoffs, proactive service, and a crew that’s all the time in sync.