Shows
Compassion & Courage: Conversations in HealthcareMeet Them Where They Are – Rachel Phelps, DNP, MSN, RN, CNEcl, CHSEIn this episode of Compassion and Courage, Marcus Engel speaks with Rachel Phelps, DNP, about her journey in nursing, the importance of compassionate communication, and the role of mentorship in healthcare. They discuss the integration of technology in nursing education, personal stories that shape their perspectives, and the significance of giving back to the community. Rachel shares her experiences as a nursing educator and the impact of her adopted son on her life, emphasizing the need for empathy and understanding in patient care. Key Moments00:00 – Introductions01:20 – Getting to know Rachel Phelps.06:00 – Rachels path through healthc...2025-04-0728 minCompassion & Courage: Conversations in HealthcareThe Power of Advocacy in Healthcare – Rachel Spalding, DNP, RN, NEA-BCIn today’s episode of Compassion & Courage, Marcus Engel speaks with Dr. Rachel Spalding, a nurse executive and consultant, about her journey in nursing, the importance of compassionate care, and the role of advocacy in healthcare. Rachel shares her experiences transitioning from bedside nursing to leadership, the impact of mentorship, and the significance of professional organizations in empowering nurses. We discuss the evolving role of virtual nursing and its impact on patient care, emphasizing the importance of communication and collaboration between virtual and bedside nurses. Key Moments00:00 - Introductions01:05 - Rachel's Journey into Nursing05:24 - Transitioning from...2025-01-1347 min
Who'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 min
Ready Yet?! With Erin MarcusEpisode 262 with Rachel Gogos: Leveraging Brand Identity for Business ExpansionOn this episode of the Ready Yet?! podcast I am taking a dive deep into the complexities of brand evolution with Rachel Gogos of Brand ID. Join us as we explore the challenges businesses face as they grow, transitioning from personal to business brands and vice versa. Rachel shares invaluable strategies on maintaining a dynamic online presence, including website development, content marketing, and podcast production. We discuss setting long-term goals, the importance of consistent messaging, and how to effectively utilize social media to connect with your audience. Whether you're looking to r...2024-10-0425 min
Marcus og RealitypaneletVild Med Dans panel: Thomas Evers Poulsen & Rachel: "JEG DANSER IKKE MED MÆND!"Rachel og Thomas er denne uges gæster og de gør alt for at bestikke Marcus. De starter programmet ud med at give et speciallavet R&T termokrus, for afslutningsvist, at komplimentere Marcus' slips. Men episoden handler ikke kun om bestikkelse, for Thomas tager Marcus og lytteren med down memory lane. For hvorfor snød Mia Lyhne hele Vild Med Dans da hun kyssede med Thomas live? Får Rachel ikke sine kjoler med hjem? Og hvorfor danser Thomas ikke med mænd? Din vært er Marcus Eklund og du er med på en lytter.2024-10-0454 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?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?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?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?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?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?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 min
The Money Advantage PodcastUsing IBC for Business, with Marcus ToalEver wondered how the Infinite Banking Concept (IBC) can protect your family and boost your business? That's exactly what our client, Marcus, shares in this enlightening episode about using IBC for business. Since 2017, Marcus has leveraged the IBC to support his ventures, from real estate and flipping properties to running two unique franchises - HOTWORX and Destination Athlete. Get inspired as he lays bare his journey from the Navy to becoming a successful entrepreneur.
https://www.youtube.com/watch?v=gCU8diqIspU
While we navigate Marcus's intriguing IBC journey, we'll also dive headfirst into the world of franchise ownership. Marcus...2023-09-2552 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?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?S2E23. The Key to ResiliencyWho's Really the Boss✦The Key to Resiliency✦This episode is 🔥! Rachel and Marcus had the privilege of visiting with John Mitchell, speaker, leader, and all around incredible guy, about being resilient in both life and business. Spoiler alert: The key to resiliency is not pretending that the failures didn't happen nor is it staying so busy that you move forward without learning from past mistakes. Be sure to glean some of John's wisdom: adjust perspective, spend time, be present, and build trust.#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #fractionalcfo #resilient #businessgrowth #values...2023-06-2648 minWho's Really the BOSS?S2E22. Conference or VacationWho's Really the Boss✦Conference or Vacation?✦In this episode, Marcus and Rachel talk through how to make the most of conferences. Spoiler alert: The amount of value gained from a conference is directly related to the changes you actually implement in your business or life. Don't let a conference serve only as a mediocre vacation, but utilize the knowledge gained for a better future.#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #fractionalcfo #cashflow #learning #levelup #values #leadership #forwardthinking2023-06-1929 minWho's Really the BOSS?S2E21. Does Your Business Measure UpWho's Really the Boss✦Does Your Business Measure Up✦What gets measured gets managed. Business owners are typically great at dreaming big and setting goals, but to see results and those dreams come to fruition, it is so important to track progress. Marcus and Rachel discuss the most important KPIs for small businesses to track and how to measure them. Find out how to make the most of your time by focusing on metrics that make the most impact and produce the straightest path to goal achievement. #businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #katytx #whos...2023-06-1234 minWho's Really the BOSS?S2E20. Defining Seasons of Business with your SpouseWho's Really the Boss✦Defining Seasons of Business with your Spouse✦In this episode, we are joined by Matt Schomburg State Farm, who happens to be a close friend, next door neighbor, and insurance agent to Marcus and Rachel! Matt describes how his wife, Heather, helped grow his agency in the earlier years and the roles she still has in the business to this day. There is so much wisdom shared in this episode from growing a business, setting boundaries, cultivating a team, and exceeding customer expectation, you won't want to miss it. #businessadvisors #fina...2023-06-0533 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?S2E18. Retreat PreparationsWho's Really the BossRetreat PreparationsThe secret to the best business is no secret at all. Simply put, the best businesses have the best people. How do you ensure you have the best people? You cultivate them! In this episode, Marcus and Rachel discuss their upcoming retreat, the reason why they are bringing all team members together in office, and the intended outcomes.2023-05-2227 minWho's Really the BOSS?S2E17. Improving Accounts Receivable to Improve Cash FlowWho's Really the BossImproving Accounts Receivable to Improve Cash FlowMany business owners struggle with cash flow. Sometimes the cash flow challenges start in the very early days but persist for years. Marcus and Rachel discuss how taking a look at assessing Accounts Receivable and implementing sound processes can drastically change the trajectory of a business.2023-05-1530 minWho's Really the BOSS?S2E16. No Margin for ErrorWho's Really the BossNo Margin for ErrorBusiness owners are needing to rethink how they do business in this economy. In previous years, business owners could make a lot of mistakes and still come out on top. In this episode, Marcus and Rachel discuss some strategies business owners can implement to ensure sustainability and even profitability in tough times.2023-05-0826 minWho's Really the BOSS?S2E15. Making Connections to Expand Your NetworkWho's Really the BossMaking Connections to Expand Your NetworkIn this episode, Marcus and Rachel discuss how the local Chamber of Commerce has helped expand their network and bonus, create friendships along the way. Matthew Ferraro, President of the Katy Chamber of Commerce, joins the conversation and shares how the local chamber is helping businesses of all sizes thrive in this down economy.2023-05-0123 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?S2E13. Making Hard DecisionsWho's Raelly the Boss?✦Making Hard Decisions✦This week on Who's Really the Boss podcast, Marcus and Rachel finish part 2 of 2 from last week's episode. The conversation continues around making hard decisions. In difficult circumstances it is important to ask 2 questions: "What can I learn from this, and what do I need to do going forward?" Making sure processes are in place and that you have talked with trusted mentors or leaders is a great place to start when navigating hard decisions. #businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #cfo #fractionalcfo #fractionalcontroller #taxs...2023-04-1726 minWho's Really the BOSS?S2E12. When You Can't Break on Spring BreakWho's Really the Boss?✦When You Can't "Break" on Spring Break✦This week on Who's Really the Boss podcast, Marcus and Rachel share highlights from a recent Spring Break trip and also some challenges faced taking time away during a busier season at work. While recognizing and celebrating the wins is good, it is important to share the challenges and struggles as well. Listen to how lack of trust and lack of delegation can result in the inability to disconnect from work.#businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #cfo #fractionalcfo #fractionalcontroller #taxs...2023-04-1031 minWho's Really the BOSS?S2E11. Health and Wellness for Small BusinessWho's Really the Boss?✦Health and Wellness for Small Business✦This week on Who's Really the Boss podcast, Marcus and Rachel talk with David Schneider of Titan Dynamics on ways to attract and retain team members, increase productivity, decrease illness, and create a better work place through promoting health and wellness. David shares that health and wellness programs aren't only for big corporate organizations, but that effective, well-structured programs are accessible to and just as important in small businesses.David Schneider with Titan Dynamics can be found at https://titandynamics.squarespace.com/ or you can...2023-04-0349 min
Nobody Asked Us...Introducing "Nobody Asked Us"Hello and welcome to "Nobody Asked Us", a new podcast about the all the things we can't stop thinking about. We are deeply millennial, frequently cranky, and always curious. So join us, Rachel and Sanaz, as we try to make sense of all the things that fascinate, annoy, and baffle us.
Join us on Apple or Spotify!2023-03-2700 minWho's Really the BOSS?S2E10. Management is a MinistryWho's Really the Boss?✦Management is a Ministry✦This week on Who's Really the Boss podcast, Marcus and Rachel talk through the opportunities business ownership and leading others has for serving, showing grace and compassion, and elevating others. Learn practical ways to live out your faith and values everyday, especially at work. #businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #cfo #fractionalcfo #fractionalcontroller #taxsavings #businessstrategy #faith #values #leadership2023-03-2031 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?S2E8. It Takes A Village - The Business Owner's Support TeamWho's Really the Boss✦It Takes A Village - The Business Owner's Support Team✦It takes a village to raise a family AND to run a successful business. Marcus and Rachel discuss 3 of the most important people every business owner needs in their life.#businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #taxsavings #culture #mentor2023-03-0628 minWho's Really the BOSS?S2E7. Optimizing Your Business with Proper Entity SelectionWho's Really the Boss✦Optimizing Your Business with Proper Entity Selection✦Brett Moyer, attorney with Moyer Lewis, LLP talks with Marcus and Rachel about the best legal entity structures for small businesses. Find out the pros and cons to common entity structures as well as what to expect during the formation process on this week's episode. #businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #taxsavings #entityselection #corporation #llc #limitedpartnership #partnership #scorporation2023-02-2745 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?S2E5. Fractional Controllers - The Real MVPs of Tax SavingsWho's Really the Boss✦Fractional Controllers - The Real MVPs of Tax Savings✦Fractional Controllers are an integral part of the DBA Team of 3. Marcus and Rachel discuss the role of a Fractional Controller and how the Fractional Controller is likely what clients are really looking for when they engage a professional to prepare their taxes.2023-02-1334 minWho's Really the BOSS?S2E4. Nothing Lasts Forever - Finishing WellWho's Really the Boss✦Nothing Lasts Forever - Finishing Well✦Whether you need to reduce expenses, need different services, or no longer value the services being provided, the decision to discontinue services can be difficult to make. Marcus and Rachel discuss what it looks like to off-board well and help clients transition.2023-02-0633 minWho's Really the BOSS?S2E3. Is This a Good DSO Offer?Who's Really The BossIs this a good DSO offer?DSOs, DPOs, and other industry specific organizations are prevalent in the market and making offers to dental, orthodontic, and veterinary practice owners. They are swooping in with enticing offers with incredible multipliers of the business's value and quick closing dates. Why wouldn't you accept this offer and the promise of both time and financial freedom? Marcus and Rachel discuss why you should have a professional team of trusted advisors evaluate every offer and reasons not to sign too hastily.2023-01-3031 minWho's Really the BOSS?S2E2. So You Want to Sell Your BusinessWho's Really the Boss✦So You Want to Sell Your Business?✦In this episode, Marcus and Rachel discuss everything you need to know about selling a business. From determining if you are actually ready to sell, to pointing out red flags in offers, to creating the most valuable business, this topic of conversation is on every business owner's mind.2023-01-2322 minWho's Really the BOSS?S2E1. New Year, New Anxiety?Who's Really The Boss✦New Year, New Anxiety?✦Marcus and Rachel discuss how they are alleviating the stress of tackling the goals they have laid out for 2023! Find out how these business owners, who are constantly looking for ways to improve, gain momentum in January!2023-01-1626 minWho's Really the BOSS?47. So You Want to be a Fractional CFO?Who's Really the BossSo You Want to be a Fractional CFO?It's easy to hear the highlights of a person's responsibilities and dream about a position that sounds easier, more fulfilling, or more prestigious. Marcus and Rachel discuss what it really means to be a Fractional CFO, who is best suited for this role, and how the Fractional CFO benefits others.2022-12-1927 minWho's Really the BOSS?46. How Are You Celebrating?Who's Really the Boss?How Are You Celebrating?How are you celebrating the work and the people who have contributed to all that has been accomplished in 2022? Celebrating achievements and acknowledging people's efforts and talents will not only strengthen relationships, but it will also build invaluable motivation and engagement. Marcus and Rachel discuss tips on how to reflect on, acknowledge, and celebrate your team and the achievements of the year.2022-12-1227 minWho's Really the BOSS?45. Finish the Year StrongWho's Really the Boss?Finish the Year StrongWe are in the final month of the year and social calendars are filling up quickly. Marcus and Rachel discuss what business owners should be sure to do before yearend and prepare for a smooth start of 2023.2022-12-0520 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?41. What Do You Really Want?Who's Really the Boss?What Do You Really Want?Have you ever thought through what you REALLY want? Not just what you want right now or what others want, but what you REALLY want as it relates to business and life. This is imperative in achieving business "success" and impacting those around you. Marcus and Rachel discuss what it means to clearly define what you really want and practical tips to stay on track towards your desired future.2022-11-0741 minWho's Really the BOSS?40. Business TravelWho's Really the Boss?Business TravelBusiness travel! Tagging along with a spouse that is traveling for business can be a win-win for couples. Marcus and Rachel talk through some ideas to think about before and after the trip. As always, communication is key!2022-10-3123 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?38. Are You Frustrated?Who's Really the Boss?Are You Frustrated?Are you finding yourself frustrated more often than not, or is your low level stress as a business owner starting to escalate? Marcus and Rachel discuss what it means to commit to your business model and the benefits from staying the course.2022-10-1731 minWho's Really the BOSS?37. Identity CrisisWho's Really the Boss?Identity CrisisRunning a small business as a couple can not only take over your calendar or conversations, but can easily start taking over how you determine your own value and worth. Marcus and Rachel discuss Rachel's mini melt down and why it is important to evaluate your roles in the business as well as separate your roles in the business from your value as a person.2022-10-1034 minWho's Really the BOSS?36. Sept. 15 Deadline CelebrationWho's Really the Boss?Sept. 15 Deadline CelebrationWith the business tax extension deadline behind us, this is a great time to evaluate what went well and what changes are needed. Marcus and Rachel discuss why it is important for the business to control procedures and timelines and not let systems fall to the habits of clients. They also celebrate the relatively uneventful extension deadline due to the diligence of the team and an unyielding commitment to the business model and values.2022-10-0337 minWho's Really the BOSS?35. Get Out of Your BubbleWho's Really the Boss?Get Out of Your BubbleWhen considering attending in person conferences or trainings, don't limit your thinking to the time and monetary costs. There are so many benefits that outweigh the costs of getting out of your familiar environment. Marcus and Rachel discuss why it is important to get out of your bubble to gain new perspective.2022-09-2635 minWho's Really the BOSS?34. CFO's InboxWho's really the Boss?CFO's InboxFractional CFOs field a wide variety of questions from clients. From inquiring about expanding to second and third locations to offering competitive compensation to refinancing loans or paying down debt, small business owners rely on our team when faced with uncertainty. Our CFOs address these concerns for our clients, so small business owners can confidently make decisions and lead their businesses. In this episode, Marcus and Rachel discuss common questions and topics from their business clients.2022-09-1936 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
Project MEp 2. Rachel Yeo - Off The Beaten Path, Chasing Passion and Going Beyond BordersBeing in the media and creative industry, you’re bound to meet ambitious and passionate individuals like Rachel Yeo. While chasing your dreams and passion may seem straightforward, making it a reality is definitely not an easy feat. Despite differing viewpoints with her family and an internship rejection from a local newspaper, find out how Rachel managed to navigate her way and realise her passion. Quote of the Episode: “You can’t fake passion”
You can follow Rachel (@rarhchi/@racporter) on Instagram. If you like what you hear, show your support by subscribing to this pod...2020-06-1456 min
Family 360 PodcastEp. 1 | Rachel and Roy | Welcome to Family 360!Welcome to the pilot episode of the Family 360 Podcast!
Educator Rachel Cram and Music Producer Roy Salmond bring their diverse decades of expertise and experience to bring you Family 360, a podcast to encourage and explore the many angles of life together. Family 360 hosts in-depth conversations with Specialists, Artists and Storytellers.
ABOUT OUR HOSTS
Rachel Cram
Rachel Cram is Founding Director of Wind & Tide Schools, a flourishing early childhood education community with 40 campus locations, 160 staff, family life programming and a wide scope of educational resources. Learn more about Rachel here…
Roy Salmo...2020-01-0323 min
My ObsessionJack Johnson with Rachel Wallick (Ep. 11)Rachel and I didn't plan on doing this topic at first, but her obsession interfered and had other plans. She texted me one night and said, "Marcus? I think I gotta do my interview on Jack." So here it is. Rachel and I sit at Dane Street Beach in Beverly, MA and talk about her love for island-folk musician Jack Johnson. Rachel shares her love for his music, activism, and lyrics. We also talk about the time that she made ocean collages, listened to Curious George soundtracks, and wrote a research paper on Jack Johnson. Jack Johnson owns all music...2017-10-1000 min