Who's Really the BOSS?

How to Build an Accounting Firm Structure That Actually Works


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Rachel and Marcus pull back the curtain on how DBA rebuilt their accounting firm from the ground up, moving from a structure where everything ran through one person to a three-tiered team model built for scale. They walk through each phase of the transition: defining roles, aligning consistent teams to clients, and building industry specialization that makes advisory conversations sharper and more valuable.

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

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  • (00:00) - Welcome to Who's Really the Boss
  • (00:39) - Family Updates
  • (05:16) - Why Team of Three
  • (06:54) - Problems With Silos
  • (10:24) - Client Pain Points
  • (12:01) - Three Roles Explained
  • (15:41) - Model Goals and Benefits
  • (21:11) - Phase One Define Roles
  • (29:43) - Phase Two Align Teams
  • (39:52) - Career Paths and Scaling
  • (44:09) - Wrap Up and Listener Challenge
  • ...more
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    Who's Really the BOSS?By Marcus Dillon, Rachel Dillon

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