"Who's Really the BOSS?" highlights the joys and challenges of running a CPA firm with your spouse or family. From hiring and terminating to improving capacity, cash flow, and culture, our conversations cover leadership, operations, and current accounting industry challenges. Our mission is to strengthen families and accounting firms by helping listeners avoid the mistakes we have made, so they can lead and live happily ever after.
Who's Really the BOSS?
Claim This Podcastby Marcus Dillon, Rachel Dillon
4.5(17 reviews)
160 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
65
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality99
Social0
YouTube0
Engagement75
Podcast Overview
"Who's Really the BOSS?" highlights the joys and challenges of running a CPA firm with your spouse or family. From hiring and terminating to improving capacity, cash flow, and culture, our conversations cover leadership, operations, and current accounting industry challenges. Our mission is to strengthen families and accounting firms by helping listeners avoid the mistakes we have made, so they can lead and live happily ever after.
Language
🇺🇲
Publishing Since
1/27/2022
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65
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality99
Social0
YouTube0
Engagement75
9
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2
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8
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excellent
Episode Length
56 minutes
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Every 9 days
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Recent Episodes
May 25, 2026
Stop Paying Consultants to Tell You What to Automate
Host Marcus and guest Rachel explore how accounting firms can leverage the Automation Idea Generator to identify automation opportunities and overcome team adoption barriers.
May 11, 2026
How to Build an Accounting Firm Structure That Actually Works
<p><strong>Sponsors<br></strong>Discover.AI - <a href="https://discovered.ai/applicant-tracking-system-affiliates/?utm_source=website&utm_medium=website&utm_campaign=influencers&utm_id=CollectiveDBA">discover.ai</a> </p><br><p>Rachel and Marcus pull back the curtain on how DBA rebuilt their accounting firm from the ground up, moving from a structure where everything ran through one person to a three-tiered team model built for scale. They walk through each phase of the transition: defining roles, aligning consistent teams to clients, and building industry specialization that makes advisory conversations sharper and more valuable.</p><p><strong>Introducing Collective by DBA</strong><br><a href="https://www.dillonadvisors.com/">https://collective.cpa</a><br><a href="https://www.linkedin.com/company/collectivebydba">https://www.linkedin.com/company/collectivebydba</a></p><p><strong>Learn More About Dillon Business Advisors</strong><br><a href="https://www.dillonadvisors.com/">https://www.dillonadvisors.com<br></a><a href="https://www.linkedin.com/company/dillonbusinessadvisors">https://www.linkedin.com/company/dillonbusinessadvisors</a></p><p><strong>Sign up to get free CPE for listening to this podcast</strong><br><a href="https://earmarkcpe.com/">https://earmarkcpe.com</a></p><p><strong>Download the Earmark CPE App<br></strong><strong>Apple:</strong><strong> </strong><a href="https://apps.apple.com/us/app/earmark-cpe/id1562599728">https://apps.apple.com/us/app/earmark-cpe/id1562599728</a></p><p><strong>Android: </strong><a href="https://play.google.com/store/apps/details?id=com.earmarkcpe.app">https://play.google.com/store/apps/details?id=com.earmarkcpe.app</a></p><p></p><ul><li>(00:00) - Welcome to Who's Really the Boss </li> <li>(00:39) - Family Updates </li> <li>(05:16) - Why Team of Three </li> <li>(06:54) - Problems With Silos </li> <li>(10:24) - Client Pain Points </li> <li>(12:01) - Three Roles Explained </li> <li>(15:41) - Model Goals and Benefits </li> <li>(21:11) - Phase One Define Roles </li> <li>(29:43) - Phase Two Align Teams </li> <li>(39:52) - Career Paths and Scaling </li> <li>(44:09) - Wrap Up and Listener Challenge</li> </ul>
April 27, 2026
The Four Ps of Leading Change in Your Accounting Firm
Marcus and Rachel share their four Ps framework for leading accounting firm change, offering insights from past missteps and AI's impact.
160 total episodes available with 14 transcripts
Recent guests on Who's Really the BOSS?
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Sandra Koch
Guest
Amy McCarty
Guest
Tim Abbott
Guest
Matt Kidd
Guest
Marcus
Guest
Shawn Gubler
Guest
Nate Goodman
Guest
Anna Hodges
Guest
Gwen Hergenrader
Guest
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Frequently asked questions
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- What is Who's Really the BOSS??
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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Yes, this podcast regularly features guests.
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