Who's Really the BOSS?

Introducing Streamlined OS: The Operating System Built for Accounting Firms


Listen Later

Marcus and Rachel publicly unveil Streamlined OS, the operating system Collective by DBA built specifically for accounting firms to connect strategy, execution, measurement, and improvement in one place. They walk through how its 62-question assessment surfaces a firm's strengths and improvement areas, prioritizes three or fewer to tackle next, links each one to training and templates, and tracks progress against five core KPIs. They also get candid about running a less owner-dependent firm, why transparency with your team is worth the discomfort, and how the stabilize, systemize, and scale framework applied to DBA itself after its 2025 acquisitions.

Sponsors
Discover.AI -  discover.ai 


I
ntroducing 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
  • (01:20) - What Is Streamlined OS
  • (03:23) - Gather Conference Invite
  • (07:16) - Why Firms Need It Now
  • (09:40) - Optionality and Owner Dependence
  • (11:46) - KPIs Dashboards Alignment
  • (15:26) - Priorities and Next Steps
  • (17:43) - Built From Real Experience
  • (22:18) - Origin Story and Resources
  • (26:15) - Pacing Change for Success
  • (29:51) - What It Includes Next
  • (30:59) - Dashboard KPI Tracking
  • (31:45) - Team Assessment Setup
  • (34:07) - Interpreting Results
  • (35:45) - Focus Zones Resources
  • (37:20) - Transparency With KPIs
  • (42:45) - Five Core Metrics
  • (46:34) - Owner Hours Value
  • (50:53) - From Reporting To Action
  • (53:49) - Collective Support Paths
  • (55:10) - Credits Webinar Next Steps
  • ...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
    The Accounting Podcast by Blake Oliver & David Leary

    The Accounting Podcast

    347 Listeners

    Business Strategy for CPA's by Geraldine Carter

    Business Strategy for CPA's

    44 Listeners

    Future Firm Accounting Podcast by Ryan Lazanis

    Future Firm Accounting Podcast

    26 Listeners

    Building the Premier Accounting Firm by Roger Knecht

    Building the Premier Accounting Firm

    17 Listeners

    SmartLess by Jason Bateman, Sean Hayes, Will Arnett

    SmartLess

    58,145 Listeners

    Jason On Firms Podcast by Jason Staats

    Jason On Firms Podcast

    59 Listeners

    FP&A Unlocked by Paul Barnhurst

    FP&A Unlocked

    25 Listeners

    The Mr. R Show by Chris Picciurro and John Tripolsky

    The Mr. R Show

    0 Listeners

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

    Tax in Action: Practical Strategies for Tax Pros

    15 Listeners