Who's Really the BOSS?

Hard Truths About Transitioning to Client Advisory Services (CAS)

Listen Later

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 Transitioning to Client Advisory Services (CAS)
  • (18:58) - Learning from Mistakes and Embracing New Client Relationships
  • (25:03) - The Hard Truths About Client Conversion
  • (25:46) - Navigating Processes and Technology in CAS Firms
  • (38:42) - Evolving Team Dynamics and Management Styles
  • (42:49) - The Essential Shift in Team Composition for CAS Success
  • (48:00) - Embracing Change: The Core of Transitioning to CAS

    • 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

    ...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
    Craig Groeschel Leadership Podcast by Life.Church

    Craig Groeschel Leadership Podcast

    10,738 Listeners

    The EntreLeadership Podcast by Ramsey Network

    The EntreLeadership Podcast

    4,384 Listeners

    Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

    Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

    74 Listeners

    Tax Smart Real Estate Investors Podcast by Hall CPA

    Tax Smart Real Estate Investors Podcast

    419 Listeners

    The Accounting Podcast by Blake Oliver & David Leary

    The Accounting Podcast

    335 Listeners

    Maxwell Leadership Podcast by John Maxwell

    Maxwell Leadership Podcast

    2,445 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

    23 Listeners

    Unofficial QuickBooks Accountants Podcast by Alicia Katz Pollock, MAT

    Unofficial QuickBooks Accountants Podcast

    42 Listeners

    Jason On Firms Podcast by Jason Staats

    Jason On Firms Podcast

    58 Listeners

    UnAccountable! by UnAccountable

    UnAccountable!

    28 Listeners

    FP&A Unlocked by Paul Barnhurst

    FP&A Unlocked

    24 Listeners

    The Concierge CPA by Jackie Meyer

    The Concierge CPA

    10 Listeners

    Tax in Action: Practical Strategies for Tax Pros by Jeremy Wells, EA, CPA

    Tax in Action: Practical Strategies for Tax Pros

    12 Listeners