Who's Really the BOSS?

From Bottleneck to Breakthrough: Reorganizing Your Accounting Firm


Listen Later

Rachel and Marcus discuss the common problem of owners becoming the bottleneck in accounting firms under $3 million. They share their experience implementing their "Team of Three" structure to delegate work effectively, improve client service, and increase capacity without working more hours. They provide practical strategies for identifying your firm's constraints and restructuring your team to break through capacity limitations.

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
  • (06:27) - Main Topic Introduction: Identifying Bottlenecks in Accounting Firms
  • (07:32) - Common Bottlenecks: The Owner's Role
  • (08:51) - Delegation and Team Structure
  • (18:30) - Reorganizing the Team: Overcoming Capacity Issues
  • (21:10) - Team Structure and Collaboration
  • (24:50) - Implementing the Team of Three
  • (29:36) - Challenges and Benefits of Role Allocation
  • (32:34) - Delegation and Capacity Management
  • (37:41) - Transitioning and Elevating Roles
  • (45:26) - Final Thoughts and Recommendations
  • ...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