Shows
Who's Really the BOSS?Mastering Improvement SeasonRachel 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.Get Our Free Improvement Season Resource Guidehttps://collective.cpa/improvement-season-downloadIntroducing Collective by...2025-04-2853 minWho's Really the BOSS?Beyond the Bottleneck: Creating Sustainable Capacity in Your Accounting FirmRachel 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 profitabilityIntroducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors...2025-04-1459 minWho's Really the BOSS?From Bottleneck to Breakthrough: Reorganizing Your Accounting FirmRachel 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.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign...2025-03-3148 minWho's Really the BOSS?Selling Your Accounting Firm: Misconceptions, Valuations, and Market RealitiesDoug Lewis of The Visionary Group shares insider knowledge on the current accounting firm M&A landscape, revealing how valuation truly works and what buyers prioritize. He debunks common misconceptions about firm valuations and discusses why talent development, fee structure optimization, and understanding your top clients' goals are critical for maximizing your firm's value. The episode delivers practical advice for firm owners considering succession options and emphasizes that every accounting firm eventually transacts in one of three ways: external sale, internal succession, or closing the doors.Connect with Doug Lewishttps://www.linkedin.com/in/dlewis7152025-03-171h 02Who's Really the BOSS?Growing Through Strategic AcquisitionRachel and Marcus pull back the curtain on their recent acquisition of a CPA firm in St. Louis, sharing intimate details about their decision-making process and due diligence approach. They discusses everything from their old-school strategy of sending physical letters to potential sellers, to the critical importance of cultural alignment and preserving DBA's remote-first culture. Through personal anecdotes and practical insights, they reveal how prayer, professional counsel, and careful planning guided them through evaluating and ultimately closing a deal that will grow their firm by 20%.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin...2025-03-0356 minWho's Really the BOSS?Finding & Keeping Great Accounting TalentRecruiting expert John Randolph pulls back the curtain on what it really takes to find and hire great accounting talent in today's market. Through candid discussion of compensation ranges, recruitment timelines, and workplace flexibility, John shares practical insights on why traditional hiring methods often fall short and what firms can do differently. This episode offers both tactical hiring advice and strategic perspectives on building a workplace culture that helps retain top talent, making it valuable for firm owners struggling with recruitment or looking to protect their team from competitor poaching.(00:00) - This is Who's Really the Boss
(00:49...2025-02-1759 minWho's Really the BOSS?Three Principles That Transformed Our FirmRachel and Marcus dive into how the principles from James Clear's Atomic Habits shaped both their personal lives and their accounting firm's transformation from 2016 onwards. They share three key principles they continue to use: making changes obvious and easy, designing supportive environments, and aligning habits with identity and values. Through candid examples - from their firm's transition to remote work to implementing transparent leadership practices - they demonstrate how small, consistent changes can lead to significant business and personal transformation.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydba...2025-02-0345 minWho's Really the BOSS?Beyond Resolutions: Setting Achievable Goals in 2025Rachel and Marcus dive into their approach to goal-setting for 2025, sharing both their firm's strategic objectives and personal development targets. They explore how breaking down larger goals into measurable chunks and establishing multiple layers of accountability helps ensure follow-through, even during challenging periods like tax season.Introducing 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...2025-01-2056 minWho's Really the BOSS?Decisions We're Making in Our $3 million Accounting FirmRachel and Marcus outline the key strategic decisions they're making at their $3M accounting firm as they plan for continued growth in 2025, including streamlining their technology stack, restructuring team capacity, and preparing for potential acquisitions. They discuss how they're managing recent team transitions and implementing new roles like subject matter experts to create advancement opportunities. The conversation provides a transparent look at how they're positioning their established firm for its next phase of growth while maintaining their culture and service quality.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydba2025-01-0647 minWho's Really the BOSS?The Evolution of Accounting Firm DealsAttorney Sara Sharp shares her unique perspective on the evolving landscape of accounting firm ownership, compliance challenges, and acquisition trends. Drawing from her experience handling numerous accounting practice deals, she discusses creative alternatives to traditional partnership models, including phantom equity plans that align team member incentives without the complexities of direct ownership. The conversation explores common compliance pitfalls for modern firms with remote workers, the surge in accounting practice acquisitions by non-traditional buyers, and how younger firm owners are reshaping industry norms around work-life balance and profitability.Connect with Sara:https://www.skandslegal.com/sara-sharp...2024-12-1646 minWho's Really the BOSS?The Truth About 'Turning On' Marketing for Your FirmRachel and Marcus dive deep into their marketing experiments at DBA, including a candid discussion of spending $500,000 on initiatives that didn't quite work out as planned. They share valuable insights about the importance of clearly defining your ideal client and services before investing in any marketing efforts, whether internal or outsourced. The conversation explores their successful strategy of client block exits and how they've ultimately found better growth through nurturing existing client relationships rather than aggressive marketing campaigns.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More...2024-12-0255 minWho's Really the BOSS?Building Resilient Teams: Planning for Extended LeaveRachel and Marcus are joined by DBA team member Lezlie Reeves to share how their firm successfully managed concurrent extended leaves. They share their detailed approach to documentation, training support staff, and maintaining client service standards during extended leave periods. Their experience demonstrates how small firms can create sustainable coverage plans while ensuring team members fully disconnect during parental leave, ultimately leading to improved processes and team growth.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.com...2024-11-1851 minWho's Really the BOSS?Converting Annual Clients to Monthly RelationshipsRachel and Marcus dive into how their accounting firm successfully converted two major clients into comprehensive monthly service relationships - one transitioning from annual tax services and another expanding their existing monthly engagement. They break down how establishing trust and proving value over time led these clients to naturally seek out additional services, rather than requiring hard selling tactics. The episode reveals practical insights about client communication, pricing strategies, and the shift from being viewed as a transactional service provider to becoming an integral part of clients' business operations.Introducing Collective by DBAhttps://collective.cpa2024-11-0448 minWho's Really the BOSS?The Power of CommunityBen Gabriel joins Rachel and Marcus to discuss the transformative power of peer groups and advisory services for accounting firm owners. They explore how these communities provide a safe space for leaders to share challenges, celebrate successes, and gain valuable insights from others facing similar situations. The conversation delves into common issues like capacity planning and team management, highlighting how collaboration and accountability can drive personal and professional growth in the accounting industry.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisors...2024-10-2154 minWho's Really the BOSS?Beyond the Billable HourRachel and Marcus dive deep into their firm's evolution of time tracking and practice management, from old-school stamps to modern software solutions. Despite moving beyond billable hour pricing, they discuss how they leverage time data for capacity planning, pricing decisions, and firm valuation, Rachel and Marcus offer practical insights on implementing and refining time tracking processes, balancing efficiency with data-driven decision making in a virtual environment.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaFor more information about GRIP, visit: https://collective.cpa/gripLearn More...2024-10-0757 minWho's Really the BOSS?Beyond EOS: Tailoring Systems for Accounting SuccessThis episode explores the intersection of popular business operating systems like EOS (Entrepreneurial Operating System) and tailored solutions for accounting firms. Christine Nietzke, ODCP shares insights on the benefits and limitations of EOS implementation, while introducing the GRIP (Goal Ready Implementation Plan) approach developed by Collective by DBA. The conversation highlights the value of having a comprehensive blueprint for firm success, emphasizing the role of discipline, organization, and team effort in achieving business goals.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaFor more information about GRIP, visit...2024-09-2352 minWho's Really the BOSS?Collective by DBAMarcus and Rachel introduce Collective by DBA, the evolution of their accounting firm support initiative. They discuss the motivation behind creating this community, its focus on strategy, structure, and systems for firms of similar sizes, and the unique events and resources offered. They emphasize Collective's commitment to fostering meaningful connections and driving lasting change in the accounting industry through peer support and expert guidance.Introducing Collective by DBAhttps://collective.cpa/Learn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to...2024-09-0948 minWho's Really the BOSS?Inside the CFO Advisory Meeting: Real Client StoriesRachel and Marcus provide an in-depth look at the intricacies of CFO advisory meetings, using real-world examples from a marketing agency and a dental practice. Marcus breaks down the meeting structure, from initial connection to financial analysis and strategic planning, while emphasizing the importance of adapting to each client's unique needs. This episode offers valuable insights for financial professionals looking to enhance their advisory services and strengthen client relationships.Learn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://collective.cpa/https://www.linkedin.com/company/dillonbusinessadvisorsSign up to get...2024-08-2657 minWho's Really the BOSS?Unlocking Value in Accounting Conferences and Professional GrowthRachel and Marcus offer a comprehensive look at how accounting professionals can make the most of conferences and other learning opportunities. They share insights on navigating large events, creating focused learning experiences, and implementing new knowledge effectively. They cover topics such as team preferences for training, strategies for networking, and tips for turning conference insights into actionable steps.Learn 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...2024-08-1257 minWho's Really the BOSS?Sun, Sand, and StrategyIn this episode, Marcus and Rachel discuss their recent team retreat to Florida, sharing insights on planning a successful getaway for a virtual firm. They dive into the logistics of organizing a destination retreat and the benefits of bringing team members and their spouses together in person. They also reveal how they used this opportunity to roll out new bonus structures and leadership opportunities, demonstrating how combining business strategy with team bonding can lead to innovative ideas and stronger company culture.Learn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com...2024-07-291h 04Who's Really the BOSS?Marketing Essentials for AccountantsIn this episode, Rachel and Marcus dive into the fundamental building blocks of marketing for accounting firms. They discuss how to identify your ideal client, create tailored service packages, and effectively communicate your value proposition. The conversation covers practical tips for managing inbound leads, leveraging your website as a virtual storefront, and utilizing automation tools to streamline your marketing efforts. This episode provides a solid foundation for accountants looking to refine their marketing strategy and attract their target clients.Learn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisors2024-07-1553 minWho's Really the BOSS?Handling Price IncreasesIn this episode, Rachel and Marcus discuss their experience implementing price increases at DBA in 2024. They share their strategy of presenting clients with updated pricing based on new service packages, while offering loyalty discounts to ease the transition. Despite some client churn, DBA ultimately increased monthly recurring revenue by over $6,000 while serving 15 fewer clients, freeing up capacity for their team. Rachel and Marcus break down the numbers and share valuable lessons for other firm owners considering price increases.Learn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisors2024-07-011h 00Who's Really the BOSS?Introducing DBA Firm: Operational Support for Accounting FirmsIn this episode, Marcus and Rachel dive into the details of DBA Firm, a new venture aimed at providing operational support to accounting firms with revenues between $500k-$5M and 3-30 employees. They discuss the origins of DBA Firm, the key pillars of structure, strategy, and software, and how their own experiences transforming their accounting practice inspired them to help other firm owners. Learn about the resources, events, and support DBA Firm offers to help small-to-mid-sized accounting firms improve and grow.Learn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com...2024-06-1747 minWho's Really the BOSS?Team Changes, New Tech, and Lessons Learned at a Growing FirmIn this episode of the Who's Really The Boss podcast, Marcus and Rachel offer an insightful debrief of their accounting firm's 2024 tax season. They discuss how strategic changes implemented before tax season, such as team restructuring, new hires, and the introduction of new technology, impacted their workflow and client experience. They also share their challenges, successes, and lessons learned, including the importance of investing in team education and adapting to the needs of their clients. Throughout the conversation, Marcus and Rachel emphasize their firm's focus on providing top-quality client accounting services (CAS) and how they have successfully transitioned from...2024-06-0356 minWho's Really the BOSS?Avoiding Five Firm Owner PitfallsIn this episode, Rachel and Marcus delve into the common pitfalls that accounting firm owners often encounter, sharing hard-earned wisdom from their own experiences. They highlight five critical mistakes to avoid, from building a nightmarish firm instead of a dream one to lacking passion and vision. The discussion also emphasizes the importance of steering clear of the comparison trap, letting go of the pursuit of perfection, and truly resting in a way that rejuvenates mind and body. Chapters(00:00) - Welcome to Who's Really the BOSS
(01:21) - The Five Firm Owner Mistakes to Avoid
(10:28) - Mistake #2...2024-05-2043 minWho's Really the BOSS?Hard Truths About Transitioning to Client Advisory Services (CAS)Rachel and Marcus candidly discuss the challenges they faced in transitioning their accounting firm to a client advisory services (CAS) model over the past seven years. They share insights on converting existing clients, implementing new processes and technology, evolving team dynamics, and the need for firm-wide changes. This episode offers a realistic perspective for firms considering the CAS path, highlighting potential pitfalls and the strategic mindset required for a successful transformation.Chapters(00:29) - Welcome to the Podcast: Navigating Tax Season
(01:57) - Reflecting on Past Busy Seasons and Deciding to Change
(07:28) - The Hard Truths About...2024-05-0649 minWho's Really the BOSS?The Art of Pricing Your Accounting ServicesIn this episode, Rachel and Marcus share their experiences and insights on navigating the challenging task of pricing client accounting and advisory services (CAS). They discuss their firm's evolution from opaque pricing to a transparent, subscription-based model, and the strategies they employed to ensure their pricing accurately reflects the value they provide. Rachel and Marcus also delve into the difficulties of implementing price increases, the importance of clear communication with clients, and the lessons they've learned along the way. Chapters(00:00) - Welcome to Who's Really the BOSS?
(00:34) - Navigating the Complex World of Pricing Increases
(01:49...2024-04-2258 minWho's Really the BOSS?Evaluating Opportunities with Two Simple QuestionsIn this episode, Marcus and Rachel discuss two critical questions every business owner should ask when evaluating new opportunities - whether it simplifies their life and increases the value of their business. They dive into practical examples of applying these questions to prospects, software, service lines, and more. Get insights on making decisions that align with your values, increase profitability, and build a business with enduring value.Chapters(00:00) - Who's Really The Boss
(01:08) - Podcast Updates and New Recording Home
(03:02) - The Art of Being Quotable in Life and Interviews
(05:32) - Introducing Two Key Questions...2024-04-0847 minWho's Really the BOSS?Navigating Unexpected Team TransitionsWhen a team member resigns with no notice, it can feel like chaos. Rachel and Marcus share their experience handling a sudden departure and how their team structure allowed for a smooth transition, minimizing disruption to clients and maintaining high service levels. They outline the specific steps they took, from verifying the resignation to reassigning responsibilities, highlighting the importance of having clear protocols in place.Chapters(00:00) - Who's Really The Boss Season 3 Episode 08
(00:29) - Welcome to the Show: A New Recording Location
(03:08) - Unexpected Team Resignation: Navigating Immediate Changes
(05:53) - The Power of Team Structure...2024-03-2549 minWho's Really the BOSS?Business Ownership: 30's vs 40'sRachel and Marcus discuss the differences between being business owners in their thirties versus their forties. They reflect on the intense focus and long hours required to build the business in their thirties, compared to now enjoying the fruits of their labor and being able to prioritize life beyond just work. They also touch on the evolution of valuing relationships and mentoring others as they've matured.Learn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisors2024-03-1126 minWho's Really the BOSS?Why Are You The Way You Are?Marcus and Rachel discuss their differing backgrounds and risk tolerances that have shaped how they approach entrepreneurship and building their family business together. They offer some insights as to why Marcus is driven to constantly innovate and improve. They also share stories from Marcus' childhood experiences with his dad's trucking business that illustrate how those early experiences influenced his mindset and approach to business.Learn More About Dillon Business Advisors https://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisors2024-02-2632 minWho's Really the BOSS?Interview with a Team of 3Interview with a Team of 3 with Marcus Dillon, CPA, Elena Munoz, EA, and Amada SantosHi CPAs and Accountants! You found our podcast! We apologize in advance for the suboptimal audio quality of this episode. This episode includes 1 of 8 Teams of 3 from Dillon Business Advisors. A Team of 3 is an operational structure for Client Advisory Services accounting firms that improves capacity, efficiency, client experience, and team member satisfaction.The Team of 3 is made up of a Client CFO who is typically a credentialed CPA, a Client Controller, and a Client Service Manager. These 3 p...2024-02-1939 minWho's Really the BOSS?Hope is NOT a StrategyHope is Not a StrategyHey CPAs and Accountants! You found our podcast!Hoping and wishing alone rarely lead to significant change if any at all. At Dillon Business Advisors, we decided to ensure greater success in our accounting firm by hiring our first Director of Operations. In smaller organizations, everyone rolls up their sleeves and helps where needed, but initiatives and goals benefit from a highly-qualified leader who can plan, prioritize, monitor execution, and make adjustments in order to achieve optimal results. This week on Who's Really the Boss podcast, Amy McCarty, D...2024-02-1233 minWho's Really the BOSS?Stop Lying to YourselfWho's Really the Boss PodcastStop Lying to YourselfHi CPAs and Accountants! You found our podcast.How are those New Year's resolutions and intentions going?This week on Who's Really the Boss podcast, we are probably stepping on some toes! Listen in to a conversation on the benefits of "knowing" versus "thinking" you are being consistent. We highlight the importance of tracking behaviors and inputs to measure progress and assess results. This episode will help get you back on track for the 2024 goals and intentions or add a l...2024-02-0531 minWho's Really the BOSS?DBA Uncensored - Our Accounting Firm's Real Yearend DataDBA 2023 Uncensored - Our Accounting Firm's Real Yearend DataHi CPAs and Accountants! You found our podcast.How much does an accounting firm really make?This week on Who's Really the Boss podcast, Marcus Dillon, CPA and Rachel Dillon are sharing the intimate yearend details of Dillon Business Advisors. From revenue and achievements to failed experiments and abandoned initiatives, listen to the uncensored year in review of a Client Accounting and Advisory Services firm.Previous episodes mentioned: S2E43: Lessons Learned Through 12 M & A DealsFor more details...2024-01-2943 minWho's Really the BOSS?We Accidentally Raised an EntrepreneurWe Accidentally Raised an Entrepreneur with Kynley DillonHi there, CPAs and Accountants! You found our podcast.Join Marcus Dillon, CPA and Rachel Dillon of Dillon Business Advisors as they talk with Kynley Dillon, head baker and owner of Kynley's Confections.🎂In this episode, you'll get a dose of motivation and wisdom as Kynley shares her inspiring journey of entrepreneurship, balancing academics, and the incredible experience of studying abroad in Switzerland.✈️#smallbusinessowner #accountingandaccountants #businessadvisors #businesspodcast #advisory #familybusiness #leadershippodcast #cpa2024-01-2235 minWho's Really the BOSS?S2E47. What Successful People Do NextWhat Successful People Do NextHey, CPA Firm Owner! You found our podcast!This is the last episode of Season 2. Be sure to check out all of the great episodes in both seasons.What do you do when a key team member quits? What do you do when an assignment ends unexpectedly? What do you do when your business hits a plateau or starts to decline?There are commonalities in the way successful people handle adversity and move forward after setbacks. Grieve the lossReflect on what worked well and what d...2023-12-1824 minWho's Really the BOSS?S2E46. Riches in the NichesRiches in the NichesHey! CPA Firm Owners, you found our podcast!Are the riches really in the niches for accounting firms? Plenty of small businesses have been successful serving the masses; however, those businesses are really clear on their vision and mission AND have well defined service or product offerings. There are so many benefits to defining your ideal clients and clearly defining your service offerings that niching down allows you to provide more value by gaining expertise and creating a network in specific industries.3 questions answered in this episode:✦What if I...2023-12-1119 minWho's Really the BOSS?S2E45. When Change is Out of Your ControlHi CPAs and Accountants! You found our podcast!When Change is Out of Your ControlSome people claim they love change and others own the fact that they prefer consistency. BUT, for those that love change, do you love change even when it is not your idea?!?!As business owners and leaders, we have to remember that changes and new ideas coming from the top and impacting those we work with might not be as "exciting" to our teams.One of the biggest lessons we have learned 💡from implementing change is to mak...2023-12-0422 minWho's Really the BOSS?S2E44. The Secret to a Successful Accounting FirmThe Secret to A Successful Accounting FirmCPAs and Accounting Professionals, you found our podcast!This week, we had the privilege of learning from Bruce Berndt, CPA, CEO and Founder, of Berndt CPAs. This is a must listen episode! Bruce led large accounting firms before deciding to go out on his own in order to really serve and meaningfully impact business owners. Bruce has grown his firm to multiple locations and even multiple partners by remaining focused on one key aspect: PEOPLE. Berndt CPAs provides exceptional client service by hiring great team members and prioritizing relationships...2023-11-2740 minWho's Really the BOSS?S2E43. Lessons Learned through 12 M&A DealsLessons Learned through 12 M&A DealsCPAs and Accounting Professionals! You found our podcast.Really?!?! Has Dillon Business Advisors done 12 merger and acquisition deals? Yes, and if you are counting, that makes 12 deals in 12 years! 🤯In this episode, Rachel Dillon fact checks Marcus Dillon, CPA on his M&A deal claim. Curious to learn more about how these acquisitions and divestures were structured? Listen to Who's Really the Boss podcast to hear how these 12 deals were structured, how DBA monetized non-ideal clients, and the successes and lesson learned in each transaction.Acq...2023-11-2040 minWho's Really the BOSS?S2E42. Can Advisory Survive a Down Economy?Can Advisory Survive a Down Economy?Hi CPA Firm Owner! You found our podcast!Client Advisory Services are all the rage...until industries tank, the economy takes a down turn, and money gets tight. So, what happens to CPA firms that have transitioned away from a high volume of tax returns to high value advisory services?In this episode, Marcus Dillon, CPA and Rachel Dillon of Dillon Business Advisors discuss the effects of a down economy on clients and prospects, as well as practical ways to respond as a Client Accounting and Advisory Services...2023-11-1339 minWho's Really the BOSS?S2E41. You Need to Calm DownYou Need to Calm DownHi CPA Firm Owner! You found our podcast!Client advisory services bring uncertainty by nature because they encompass financial accounting, bookkeeping, tax, and business planning conversations. Gone are the days of a client dropping off year end tax documents and picking up a neatly prepared tax return. Small business owners are facing a multitude of challenges and looking to their CPA as their financial expert to guide them through business ownership.What does it really feel like to ask a client, "What keeps you up at night?" Adopting a...2023-11-0631 minWho's Really the BOSS?S2E40. To Rent or To Own as a Business OwnerTo Rent or To Own as a Business OwnerHi CPA Firm Owner! You found our podcast.Signing a multi-year lease often feels similar to signing a mortgage. So which is better, renting or owning your office space? In typical accountant fashion, the answer is, "It depends." In this episode, Marcus Dillon, CPA and Rachel Dillon of Dillon Business Advisors discuss the advantages and disadvantages of renting and of owning office space. This episode also touches on other real estate investment opportunities and the aspects of your financial position most lenders are concerned about when it...2023-10-3035 minWho's Really the BOSS?S2E39. Scheduling SimplifiedWho's Really the Boss?Scheduling SimplifiedHi CPA firm owner! You found our podcast.Online scheduling and booking is expected by most people in today's environment. The seamlessness of being able to see availability and claim a date and time from anywhere at any time is what makes this so beneficial for businesses. There are multiple options of online scheduling systems and some are even free. They are well connected to whatever calendar you use and allow you to set advanced parameters to ensure all meetings are scheduled on your terms. Listen to this...2023-10-2332 minWho's Really the BOSS?S2E38. Something Has to Change✦Something Has to Change✦Hi CPA Firm Owner! You found our podcast!Outsiders typically have the best perspective for someone else's best choices in life, business, and relationships, right? It is always easier to say what someone else should do in any given situation, but it is not always easy when it is you needing to make a change. At Dillon Business Advisors, Marcus and Rachel talk with prospective clients and even other accounting firm owners who know they need to manage areas of their businesses differently, but often aren't quite ready to make a change. Ther...2023-10-1628 minWho's Really the BOSS?S2E37. Before you quit...✦Before You Quit...✦Hi CPA Firm Owner! You found our podcast!Are you just "done," or are you feeling called to something different? In this episode, Marcus Dillon, CPA and Rachel Dillon dive deep into making a life-changing transition. Learn a new strategy to determine if quitting is the answer and how to end well. Don't make a change you will later regret; ask yourself these 5 questions before you quit.Marcus Dillon, CPA and Rachel Dillon own Dillon Business Advisors, a remote client accounting and advisory firm in Texas, and lead a team of 17. In 2...2023-10-0928 minWho's Really the BOSS?S2E36. Wing it or Work for itWho's Really the Boss✦Wing It or Work for It✦Hi CPA Firm Owner! You found our podcast!I'm just winging it...work, life, all of it! But, what could be accomplished if you worked at the things that are really important to you? Marcus Dillon, CPA and Rachel Dillon discuss when working for it is worth the additional effort and the times winging it is good enough. Marcus and Rachel of course share the areas they choose to wing it, and one area they are continuously working on. Marcus Dillon, CPA...2023-10-0222 minWho's Really the BOSS?S2E35. We left our daughter in another countryWho's Really the Boss✦Launched✦Launching a business or even a kid off to college comes with so much anticipation and excitement, but even more stress and uncertainty. Marcus Dillon, CPA and Rachel Dillon share the story of dropping off their first born daughter for her very first semester of college in a foreign country. This episode highlights managing unrealized expectations, life in Switzerland, study abroad, and building resilience.#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #whosreallytheboss #podcast #CPA #values #leadership #accountingandaccountants #familybusiness #studyabroad2023-09-2539 minWho's Really the BOSS?S2E34. It's Time to Break UpWho's Really the Boss✦It’s Time to Break Up✦It’s not you, it’s me…no wait, it’s definitely you! Are you too busy with bad clients to accept better ones? In this episode Marcus Dillon and Rachel Dillon discuss why keeping bad clients in your accounting firm is a bad idea. A drain on resources, reputation, team morale, and the growth of your firm are just a few negative implications of keeping the wrong relationships too long. Listen in on how to identify non-ideal clients and how to guide those “extra grace required”...2023-09-1834 minWho's Really the BOSS?S2E33. Managing Expectations to Increase SatisfactionWho's Really the BossManaging Expectations to Increase SatisfactionDisappointment and frustration are often the direct result of mismanaged expectations. Marcus Dillon, CPA and Rachel Dillon have a candid conversation about managing expectations for yourself, clients, and team members. Rate of growth, discomfort of change, the onboarding process, and assimilating new team members are all areas DBA has seen both challenges and success. Listen to Who’s Really the Boss podcast to hear first hand how realistic expectations can increase satisfaction. #businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #whosreallytheboss #podcast #fractionalcfo #businessgrowth #values #leadership #relationships #accountingandaccountants #cl...2023-09-1131 minWho's Really the BOSS?S2E31. It's A Family AffairWho's Really the BossIt's A Family AffairThis week Marcus and Rachel Dillon are joined by special guest, Mick Nijher of Nitax Services, Inc. Mick shares the reality of growing into leadership at an accounting firm started from scratch by his father. In this episode, Mick highlights the skills and attributes he and his team have brought from working in large corporations in order to streamline and improve the client experience of their boutique accounting firm. Mick has cultivated an incredible team to sustain the legacy his dad created so many years ago. 2023-08-2845 minWho's Really the BOSS?S2E29. Falling Back in Love with Your BusinessWho's Really the BossFalling Back In Love With Your BusinessAs a business owner, you had a vision or dream when you took the risk, rolled up your sleeves, and built a business. BUT, #burnout is real. It is so easy to let your business take control instead of using your business as a platform to live out your purpose and enjoy your life. Marcus Dillon, CPA and Rachel Dillon talk through signs of burnout and how to fall back in love with your business.#businessadvisors #financialservices #CFO #houstonadvisors #katytx #whosreallytheboss #podcast...2023-08-1431 minWho's Really the BOSS?S2E28. Get Out of Your HeadWho's Really the BossGet Out of Your HeadThe power of audibly speaking thoughts. The power of sharing thoughts with others. Often just taking ideas from thoughts and putting them into words on a page can bring all new perspectives. As a business owner and CPA, there are many ideas, decisions, and opinions that swirl around in your mind, but keeping them there is a huge mistake. Keeping thoughts in your mind often interrupts your focus or even disrupts your sleep. It is important to say the things out loud that are keeping you up...2023-08-0729 minWho's Really the BOSS?S2E27. Is This Business Coach LegitWho's Really the Boss✦Is This Business Coach Legit?✦So. Many. Business. Coaches. RIGHT??? This week, Amy McCarty, Rootworks' Director of Education, legit business coach, and long-time friend, gives an exclusive look at a day in the life, reveals the striking commonalities shared by her most successful client relationships, and common mistakes that cause the coaching relationship to crash and burn. If you are skeptical of business coaching or considering hiring one, be sure to listen.This podcast walks through advisory services for CPA firm and small business owners. Learn the steps it takes to t...2023-07-3140 minWho's Really the BOSS?S2E26. Because Top-line Revenue Sounds GoodWho's Really the BossBecause Top-Line Revenue Sounds GoodDon't get tangled up in the top-line revenue comparison trap. This week, Marcus and Rachel Dillon talk through a few key components of business success that are absent from the top-line revenue metric. While it is an easy metric to measure and track, it's actually a poor indicator of the overall health and value of your business. Listen in to how profitability, long term sustainability, and growth potential are absent from the gross revenue conversation.Want to know more about growing your bottom line and...2023-07-2432 minWho's Really the BOSS?S2E25. From Work to WisdomWho's Really the Boss✦From Work to Wisdom✦Transitioning from production to giving advice is what some are striving towards and yet others don't even realize the valuable wisdom they are withholding from others by staying head down in daily tasks. In this episode, Marcus and Rachel discuss an idea of moving from task master to wisdom sharer in order to cultivate new leaders in your organization, in your family, and in your community. Book: Strength to Strength by Arthur BrooksIf you would like to work one on one with Dillon Busi...2023-07-1728 minWho's Really the BOSS?S2E24. Do You Really Need ChatGPT in Your Business?Who's Really the Boss✦Do I Need ChatGPT in My Business✦This is NOT a "jump on the bandwagon" of ChatGPT episode. This is a conversation about how two forty-somethings are embracing new technology to provide a better workplace, a better client experience, and work smarter not harder each day. Marcus and Rachel share ideas of how to incorporate AI in daily work and how they think it could evolve in the future. To work one on one with Marcus Dillon, CPA and their team of fractional accountants, CFOs, and Controllers at Dillon Business Advi...2023-07-1034 minWho's Really the BOSS?Special Episode - How to Avoid Falling Into the Same TrapWho's Really the BossHow to Avoid Falling Into the Same TrapThis episode is hosted by John E. Randolph, host of CPA Life podcast and Managing Partner at Benaiah Consulting Group. This episode originally aired on the CPA Life podcast on May 10, 2023. A big thank you to John and CPA Life podcast for allowing us to re-air their interview.When Marcus Dillon of Dillon Business Advisors first branched out from his career, which included a stint with a Big Four firm, he realized that he had “recreated the monster” that sucked away all his...2023-07-0350 minWho's Really the BOSS?S2E19. Preparing for ChangeWho's Really the Boss ✦Preparing for Change✦With a recently graduated high school senior in the house, Marcus and Rachel discuss the years of preparations that have taken place with their oldest daughter. Much like nurturing and raising a child, business owners often lead their business in a similar way to how they lead their families. In this episode, you will hear the specific steps Marcus and Rachel took with their daughters that have prepared them for college and adult life.#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #fractionalcfo #cashflow #values #leadership #futu...2023-05-2930 minWho's Really the BOSS?S2E14. Tax Season RecapDBA's Tax Season RecapThis week on Who's Really the Boss podcast, Marcus and Rachel are joined by Charles Jenkins, Jr., CPA, Dillon Business Advisors' Director of Tax. Charles spills the tea on how tax season really went for the team. Charles doesn't hold back or sugar coat the details. Listen to how a concierge level, full service financial accounting firm manages the influx of work during tax season.#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #cfo #fractionalcfo #taxsavings #businessstrategy #values #leadership #taxseason2023-04-2436 minWho's Really the BOSS?S2E9. Capacity Planning for Improved CultureWho's Really the Boss✦Capacity Planning for Improved Culture✦Justin Newhall, VP of Revenue at Dillon Business Advisors, joins Marcus and Rachel to discuss capacity planning. The three talk through capacity planning strategy, the consequences of not capacity planning, and the benefits it brings to your team and business. Listen to "Who's Really the Boss Podcast" here: https://hubs.la/Q01B_ytg0#businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #taxsavings #capacityplanning #culture #hiring #scale2023-03-1342 minWho's Really the BOSS?S2E6. CFOs Need ControllersWho's Really the Boss✦CFOs Need Controllers✦While clients often say they only want financial advice and strategy, accurate and timely financial data is needed to make assured recommendations. Lezlie Reeves, CPA and Client CFO, joins Marcus and Rachel to discuss why Controllers are necessary to allow CFOs to bring the value to clients.2023-02-2030 minWho's Really the BOSS?44. The Secret Sauce for Small BusinessesWho's Really The Boss?The Secret Sauce for Small BusinessesSo, what is the secret sauce for small businesses? A fractional accounting team.Business owners are striving for financial and time freedom, but often find themselves enslaved to their business. A fractional accounting team will allow the business owner to focus on their team and clients as well as help refine their business strategy and make confident business decisions. In this episode, Marcus and Rachel discuss how their clients have benefited from the Team of 3 approach at Dillon Business Advisors.2022-11-2825 minWho's Really the BOSS?43. That Glow Up, Though!Who's Really the BossThat Glow Up, Though!Dillon CPAs is now Dillon Business Advisors, DBA! Dillon Business Advisors has the same great team, is still serving business owners with fractional CFO, tax, and accounting services, BUT rolled out a whole new look, website, and pricing structure. Marcus and Rachel talk in depth about the improvements that have been implemented and how these changes will positively impact the team and clients.2022-11-2138 minWho's Really the BOSS?42. A Glow Up is ComingWho's Really the Boss?A Glow Up is ComingBehind the scenes our team at Dillon CPAs, along with some outside friends, has been hard at work planning, enhancing, and refreshing internal and external components of the business. Marcus and Rachel discuss why they decided to invest in the business and shake things up even though the business is running very smoothly and is already hugely rewarding.2022-11-1440 minWho's Really the BOSS?39. Why doesn't anyone want to prepare my tax return?Who's Really the Boss?Why doesn't anyone want to prepare my tax return?"Why doesn't anyone want to prepare my tax return?" You have probably experienced the response "we're not accepting new clients or patients," as you are shopping for different services, but don't be surprised if you run into this as you are looking for a CPA to prepare your tax return. Marcus and Rachel discuss why fewer CPAs are willing to take on annual tax preparation clients and a better approach to get the tax advice you are looking for.2022-10-2446 minWho's Really the BOSS?33. Midyear Retreat RecapWho's Really the Boss?Midyear Retreat RecapAugust or September is a great time to revisit progress on goals set at the beginning of the year and to do a check-in on daily habits and routines that have fallen into place. With four months left in the year, your team can still accomplish great things no matter where you are currently trending. Marcus and Rachel discuss topics covered, feedback received, and things learned during the Dillon CPAs midyear retreat. Retreats are a great way to strengthen relationships, bolster culture, and clarify the vision and mission of...2022-09-1236 minWho's Really the BOSS?32. Life Long LearnersWho's Really The Boss?Life Long LearnersIn this episode, Marcus and Rachel highlight some key points from the Maxwell Leadership Podcast episode, "Ten Tools for Gaining a New Perspective." The podcast can be found at https://johnmaxwellleadershippodcast.com/John Maxwell emphasizes the need for life long learning to influence others, create impact, and remain relevant.2022-09-0541 minWho's Really the BOSS?31. Back to SchoolWho's Really The Boss?Back to SchoolMarcus and Rachel discuss the natural rhythms of the school year and how to take advantage of the "fresh start" of the school year to refocus and reset routines and habits to finish the year strong. In this episode, Marcus and Rachel discuss time blocking, improving routines, and prioritizing to make the biggest impact in your life and the lives of those around you.2022-08-2939 minWho's Really the BOSS?30. Investing in your Future SelfWho's Really the Boss?Investing in your Future SelfDo you dream of what retirement might look like or aspire to be a different version of yourself? What you choose to do today determines a big part of your future. Marcus and Rachel discuss some areas of life where incorporating small habits today will drastically impact and improve the future You!2022-08-2238 minWho's Really the BOSS?29. Guiding the Next Generation of Business OwnersWho's Really the Boss?Guiding the Next Generation of Business OwnersSeasoned business owners have a wealth of knowledge and experience to share with the next generation of business owners, but some don't know where to start. Marcus and Rachel discuss ideas on what types of information to share with new or prospective business owners.2022-08-1543 minWho's Really the BOSS?28. The Intersection Between Automation and PeopleWho's Really the Boss?The Intersection Between Automation and PeopleRefining processes and automation helps create a profitable, scaleable business, but sometimes automation can stifle relationships with customers. Marcus and Rachel discuss the benefits of automation and how to use automation in your business to strengthen customer relationships as well as improve the daily responsibilities of your team.2022-08-0842 minWho's Really the BOSS?27. BurnoutWho's Really the Boss?BurnoutMaybe you are fortunate enough to have just enjoyed a vacation and are well rested, or maybe you are feeling the effects of burnout in certain areas of your life. Marcus and Rachel discuss some early signs of burnout and some ways to reignite your joy and passion.2022-08-0145 minWho's Really the BOSS?26. Face to Face in a Remote Work EnvironmentWho's Really the Boss?Face to Face in a Remote Work EnvironmentWhile Zoom and Teams meetings have allowed us to connect with others all around the world, so many of the building blocks of relationships are lost. Social cues, hugs, handshakes, downtime, and palpable energy are not experienced through a screen. Marcus and Rachel discuss the benefits of gathering face to face and practical tips of how to make it happen for your team.2022-07-2537 minWho's Really the BOSS?25. Compromising as a CoupleWho's Really The Boss?Compromising as a CoupleCompromise requires a high level of maturity and effective communication. Marcus and Rachel discuss what it is really like to compromise both as a couple and in business.2022-07-1847 minWho's Really the BOSS?24. More Isn't Always BetterWho's Really the Boss?More Isn't Always BetterSometimes "more" seems like the best option, but often times more is not better. Better is better! Marcus and Rachel discuss the consequences of always seeking "more" and the importance of intentionally seeking "better".2022-07-1133 minWho's Really the BOSS?23. Accountability Through CoachingWho's Really the Boss?Accountability Through CoachingImplementing change or changing habits may seem daunting or even impossible. Marcus and Rachel discuss the benefits they have experienced by hiring outside accountability to achieve both personal and professional goals.2022-07-0434 minWho's Really the BOSS?22. Changing DirectionWho's Really the Boss?Changing DirectionChange is almost always hard and sometimes even scary or painful. Marcus and Rachel walk through 3 hard changes they implemented to get their business to a better place.2022-06-2739 minWho's Really the BOSS?21. Quality ConnectionWho's Really the Boss?Quality ConnectionBeing close in proximity to someone and "connecting" yield different results for relationships. Marcus and Rachel discuss practical tips to intentionally connect in order to nurture important relationships.2022-06-2029 minWho's Really the BOSS?20. Set Apart vs. Seeking AttentionWho's Really The Boss?Set Apart vs. Seeking AttentionAll businesses need to be noticed and known in order to thrive. Marcus and Rachel discuss the difference between running a business that is "set apart" verses running a business that seeks attention at any cost. Join us for a conversation about how to run a successful business without sacrificing values or integrity.2022-06-1347 minWho's Really the BOSS?19. Thriving Through a RecessionWho's Really The Boss?Thriving Through a RecessionJust the word "recession" can bring fear and anxiety to many business owners, let alone leading through one. Marcus and Rachel discuss how to not only survive but also to thrive through a down economy.2022-06-0648 minWho's Really the BOSS?18. Big Picture ThinkingWho's Really The Boss?Big Picture Thinking!Big picture thinking can be challenging if you are so busy in day to day tasks and putting out daily fires. Marcus and Rachel discuss practical tips to make time for and ensure your big picture thinking sessions are productive.2022-05-3039 minWho's Really the BOSS?17. Team Retreats Part 2Who's Really The Boss?Team Retreats Part 2 How to plan and lead a retreat.Real relationships, common values, and shared mission are what strengthen teams and drive successful businesses. Marcus and Rachel discuss practical tips to plan and lead a team retreat and the importance of taking time with your team.2022-05-2350 minWho's Really the BOSS?16. Team Retreats Part 1Who's Really The Boss?Team Retreats Part 1 Who, What, and WhyReal relationships, common values, and shared mission are what strengthen teams and drive successful businesses. Marcus and Rachel discuss the who, what, and why of team retreats and the importance of taking time with your team.2022-05-1631 minWho's Really the BOSS?15. Tax Season 2022: How it really went!Who's Really the BOSS? Episode 15 - Tax Season 2022: How it really went! Celebrating achievements and identifying ways to improve are essential to the success of a business. Marcus and Rachel discuss what Dillon CPAs' tax season really looked like and ideas for getting even better.2022-05-0954 minWho's Really the BOSS?14. We put the CULT in culture! Part 3 -Who's Really the BOSS? Episode 14 - We put the CULT in culture! Part 3 - Being intentional with your culture is more important than ever and it starts with finding the best person to lead your culture improvement efforts. Rachel and Marcus Dillon share some easy tips to transform the culture within your business.2022-05-0237 minWho's Really the BOSS?13. We put the CULT in culture! Part 2 -Who's Really the BOSS? Episode 13 - We put the CULT in culture! Part 2 - Being intentional with your culture is more important than ever and it starts with finding the best person to lead your culture improvement efforts. Rachel and Marcus Dillon share some easy tips to transform the culture within your business.2022-04-2545 minWho's Really the BOSS?12. We put the CULT in culture! Part 1 - Find a Cult LeaderWho's Really the BOSS? Episode 12 - We put the CULT in culture! Part 1 - Find a Cult LeaderBeing intentional with your culture is more important than ever and it starts with finding the best person to lead your culture improvement efforts. Rachel and Marcus Dillon share some easy tips to transform the culture within your business.2022-04-1843 minWho's Really the BOSS?11. Hassles of Hiring Part 3 - Remote 1st CultureWho's Really the BOSS? Episode 11 - Hassles of Hiring Part 3 - Remote 1st CultureEmbracing a remote 1st culture can help standardize communication and processes across your organization. Rachel and Marcus Dillon share some easy tips to consider if you are curious about making the transition to a remote or hybrid workforce.2022-04-1149 minWho's Really the BOSS?10. Hassles of Hiring Part 2 - Small Business, Big BenefitsOnce you find ideal team members, how do you compete with larger employers? Rachel and Marcus Dillon share some easy tips to take advantage of being a small business and how you can be flexible with your total compensation package.2022-04-0431 minWho's Really the BOSS?9. Hassles of Hiring Part 1 - From Input to ImpactWho's Really the BOSS? Episode 9 - Hassles of Hiring Part 1 - From Input to ImpactHiring and finding ideal team members can be more challenging than ever before. Rachel and Marcus Dillon share some easy tips to highlight your business and attract ideal candidates.2022-03-2835 minWho's Really the BOSS?8. Who really owns your business? Part 3 - Delegation Master ClassWho's Really the BOSS? Episode 8 - Who really owns your business? Part 2 - Delegate like a king!Delegation can empower others to shine while allowing you to focus on the most important aspects of your business. Rachel and Marcus Dillon share some easy tips to identify tasks that can be delegated and how to successfully transition those to others.2022-03-2132 minWho's Really the BOSS?7. Who really owns your business? Part 2 - Time Blocking 101Who's Really the BOSS? Episode 7 - Who really owns your business? Part 2 - You need time blocking now!Time blocking and prioritizing your day will lead to better balance. Rachel and Marcus Dillon share some easy tips to make sure you don't lose control of your business to poor time management.2022-03-1438 minWho's Really the BOSS?6. Who really owns your business? Part 1 - I deal in idealWho's Really the BOSS? Episode 6 - Who really owns your business? Part 1 - I deal in ideal.Evaluating your ideal schedule, services, and clients are crucial to the success of your business. Rachel and Marcus Dillon share some easy tips to make sure you don't lose control of your business to any of these elements.2022-03-0736 minWho's Really the BOSS?5. So you want to hire your spouse? BonusWho's Really the BOSS? Episode 5 - So you want to hire your spouse? BonusTips and best practices to employ after deciding to hire your spouse! Rachel and Marcus Dillon share some easy tips to make sure employing a family member is successful.2022-03-0317 minWho's Really the BOSS?4. So you want to hire your spouse? Part 3Who's Really the BOSS? Episode 4 - So you want to hire your spouse? Part 3Tips and best practices to employ after deciding to hire your spouse! Rachel and Marcus Dillon share some easy tips to make sure employing a family member is successful.2022-02-2837 minWho's Really the BOSS?3. So you want to hire your spouse? Part 2Who's Really the BOSS? Episode 3 - So you want to hire your spouse? Part 1Is it a Good Decision or an Easy Decision? Rachel and Marcus Dillon share the final considerations to think though before deciding to work together.2022-02-2130 minWho's Really the BOSS?2. So you want to hire your spouse? Part 1Who's Really the BOSS? Episode 2 - So you want to hire your spouse? Part 1Things to Consider FIRST! Rachel and Marcus Dillon share 4 things that everyone should consider before employing a family member.2022-02-1429 minWho's Really the BOSS?1. Done and Posted!Marcus and Rachel Dillon embark on their podcast journey in this introductory episode.2022-01-2726 min