by Marcus Dillon, Rachel Dillon
"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
Email Addresses
1 available
Phone Numbers
0 available
April 28, 2025
<p>Rachel and Marcus discuss the critical period between April 15th and August 15th, which they call "improvement season" for accounting firms. They outline a structured approach to maximizing this time, starting with intentional rest and recovery, collecting team feedback while experiences are fresh, refocusing on core values, and refining processes and client relationships. They emphasize making hard decisions early during this period to test changes during extension season and set the firm up for greater success in the following year.<br><strong><br>Get Our Free Improvement Season Resource Guide</strong><br><a href="https://collective.cpa/improvement-season-download">https://collective.cpa/improvement-season-download</a></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>(00:28) - Welcome and Family Updates </li> <li>(06:07) - Dylan Business Advisors: Improvement Season </li> <li>(10:49) - Rest and Recharge After Tax Season </li> <li>(21:39) - Collecting Feedback and Celebrating Team </li> <li>(27:08) - Team Incentives and Remote Work Challenges </li> <li>(29:44) - Transforming Team Structure and Celebrations </li> <li>(32:21) - Planning Retreats and Celebrations Mindfully </li> <li>(35:24) - Importance of Improvement Season </li> <li>(40:17) - Making Hard Decisions for Team and Client Management </li> <li>(48:02) - Refining Processes and Team Structure </li> <li>(52:19) - Improvement Season Guide and Final Thoughts</li> </ul>
April 14, 2025
<p>Rachel and Marcus discuss the practical steps they took at Dylan Business Advisors to move from 70-hour workweeks to a sustainable 36-hour workweek year-round. They explore how evaluating and exiting non-ideal clients, refining service offerings, and implementing their "team of three" structure created significant capacity in their firm. The conversation covers both immediate relief strategies for overwhelmed firm owners and long-term structural changes that transformed their business while increasing profitability</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>(00:51) - Dylan Business Advisors Firm Update </li> <li>(01:53) - Acquisition of Remote Accounting Firm </li> <li>(02:20) - Challenges and Adjustments Post-Acquisition </li> <li>(04:53) - The Bottleneck Issue in Small Accounting Firms </li> <li>(08:39) - Team Structure and Efficiency Improvements </li> <li>(12:34) - Capacity Management and Client Prioritization </li> <li>(16:02) - Implementing Changes and Overcoming Challenges </li> <li>(19:27) - Reflecting on Progress and Future Plans </li> <li>(29:18) - Balancing Work and Personal Life </li> <li>(31:03) - Identifying Ideal Clients and Setting Boundaries </li> <li>(34:17) - Team Collaboration and Recap </li> <li>(36:03) - Client Bottlenecks and Solutions </li> <li>(46:06) - Exiting Non-Ideal Clients </li> <li>(52:43) - Evaluating Service Lines </li> <li>(57:24) - Final Thoughts and Resources</li> </ul>
March 31, 2025
<p>Rachel and Marcus discuss the common problem of owners becoming the bottleneck in accounting firms under $3 million. They share their experience implementing their "Team of Three" structure to delegate work effectively, improve client service, and increase capacity without working more hours. They provide practical strategies for identifying your firm's constraints and restructuring your team to break through capacity limitations.</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>(06:27) - Main Topic Introduction: Identifying Bottlenecks in Accounting Firms </li> <li>(07:32) - Common Bottlenecks: The Owner's Role </li> <li>(08:51) - Delegation and Team Structure </li> <li>(18:30) - Reorganizing the Team: Overcoming Capacity Issues </li> <li>(21:10) - Team Structure and Collaboration </li> <li>(24:50) - Implementing the Team of Three </li> <li>(29:36) - Challenges and Benefits of Role Allocation </li> <li>(32:34) - Delegation and Capacity Management </li> <li>(37:41) - Transitioning and Elevating Roles </li> <li>(45:26) - Final Thoughts and Recommendations</li> </ul>
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