Who's Really the BOSS?

Beyond the Bottleneck: Creating Sustainable Capacity in Your Accounting Firm


Listen Later

Rachel and Marcus discuss the practical steps they took at Dylan Business Advisors to move from 70-hour workweeks to a sustainable 36-hour workweek year-round. They explore how evaluating and exiting non-ideal clients, refining service offerings, and implementing their "team of three" structure created significant capacity in their firm. The conversation covers both immediate relief strategies for overwhelmed firm owners and long-term structural changes that transformed their business while increasing profitability

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

  • (00:00) - Welcome to Who's Really the Boss
  • (00:51) - Dylan Business Advisors Firm Update
  • (01:53) - Acquisition of Remote Accounting Firm
  • (02:20) - Challenges and Adjustments Post-Acquisition
  • (04:53) - The Bottleneck Issue in Small Accounting Firms
  • (08:39) - Team Structure and Efficiency Improvements
  • (12:34) - Capacity Management and Client Prioritization
  • (16:02) - Implementing Changes and Overcoming Challenges
  • (19:27) - Reflecting on Progress and Future Plans
  • (29:18) - Balancing Work and Personal Life
  • (31:03) - Identifying Ideal Clients and Setting Boundaries
  • (34:17) - Team Collaboration and Recap
  • (36:03) - Client Bottlenecks and Solutions
  • (46:06) - Exiting Non-Ideal Clients
  • (52:43) - Evaluating Service Lines
  • (57:24) - Final Thoughts and Resources
  • ...more
    View all episodesView all episodes
    Download on the App Store

    Who's Really the BOSS?By Marcus Dillon, Rachel Dillon

    • 4.5
    • 4.5
    • 4.5
    • 4.5
    • 4.5

    4.5

    8 ratings


    More shows like Who's Really the BOSS?

    View all
    Life.Church with Craig Groeschel by Life.Church

    Life.Church with Craig Groeschel

    3,414 Listeners

    Craig Groeschel Leadership Podcast by Life.Church

    Craig Groeschel Leadership Podcast

    10,670 Listeners

    2Bobs—with David C. Baker and Blair Enns by David C. Baker and Blair Enns

    2Bobs—with David C. Baker and Blair Enns

    257 Listeners

    The Double Win by Michael Hyatt & Megan Hyatt-Miller

    The Double Win

    1,431 Listeners

    The Accounting Podcast by Blake Oliver & David Leary

    The Accounting Podcast

    335 Listeners

    Maxwell Leadership Podcast by John Maxwell

    Maxwell Leadership Podcast

    2,471 Listeners

    The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals by Michelle Weinstein  - The Pitch Queen, Sales Strategist

    The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

    85 Listeners

    Better Everyday by Darren Root and John Mitchell

    Better Everyday

    58 Listeners

    The Unique CPA by Randy Crabtree, CPA

    The Unique CPA

    22 Listeners

    Federal Tax Updates by Roger Harris, EA and Annie Schwab, CPA

    Federal Tax Updates

    29 Listeners

    Green Profit Academy Pros Podcast by Christeen Era & Steve Bousquet

    Green Profit Academy Pros Podcast

    2 Listeners

    The Mr. R Show by Chris Picciurro and John Tripolsky

    The Mr. R Show

    0 Listeners

    The Young CPA Success Show by Hannah Hood, Joey Kinney, Summit Virtual CFO by Anders

    The Young CPA Success Show

    4 Listeners

    AI: Accounting Intelligence by Isaac Heller

    AI: Accounting Intelligence

    2 Listeners

    FP&A Tomorrow by Paul Barnhurst

    FP&A Tomorrow

    24 Listeners