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

    • 4.6
    • 4.6
    • 4.6
    • 4.6
    • 4.6

    4.6

    11 ratings


    More shows like Who's Really the BOSS?

    View all
    BiggerPockets Real Estate Podcast by BiggerPockets

    BiggerPockets Real Estate Podcast

    16,730 Listeners

    Money Guy Show by Brian Preston and Bo Hanson

    Money Guy Show

    3,221 Listeners

    Accountant's Flight Plan by Brannon Poe; Poe Group Advisors

    Accountant's Flight Plan

    9 Listeners

    The Accounting Podcast by Blake Oliver & David Leary

    The Accounting Podcast

    332 Listeners

    Business Strategy for CPA's by Geraldine Carter

    Business Strategy for CPA's

    45 Listeners

    Future Firm Accounting Podcast by Ryan Lazanis

    Future Firm Accounting Podcast

    26 Listeners

    The Unique CPA by Randy Crabtree, CPA

    The Unique CPA

    24 Listeners

    followHIM by Hank Smith & John Bytheway

    followHIM

    10,782 Listeners

    Tax Section Odyssey by AICPA & CIMA

    Tax Section Odyssey

    14 Listeners

    The Ambitious Bookkeeper Podcast by Serena Shoup, CPA

    The Ambitious Bookkeeper Podcast

    62 Listeners

    Oh My Fraud by Caleb Newquist

    Oh My Fraud

    141 Listeners

    BigDeal by Codie Sanchez

    BigDeal

    925 Listeners

    Jason On Firms Podcast by Jason Staats

    Jason On Firms Podcast

    59 Listeners

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

    Federal Tax Updates

    35 Listeners

    She Counts by Questian Telka, EA & Nancy McClelland, CPA

    She Counts

    15 Listeners