Who's Really the BOSS?

Tax Season Doesn't Have to Control Your Firm


Listen Later

Tax season doesn't have to mean overtime, blackout dates, and pizza-party morale boosts. Marcus and Rachel walk through the operational decisions and team structures that keep DBA running at 36 hours a week year-round. From Flex Fridays and unlimited PTO to ditching 1099 prep for annual-only clients, rethinking which client relationships to keep, and using video commentary and text messaging to meet clients where they are.

Sponsors
Discover.AI -  discover.ai 

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
  • (02:23) - Life Update: Moving to Fort Worth
  • (12:20) - Tax Season Norms and Firm Practices
  • (27:31) - Flexible Work Hours and PTO Policies
  • (29:16) - Transition to Unlimited PTO
  • (32:20) - Team Collaboration and PTO Planning
  • (36:08) - Client Services and Team Structure
  • (46:43) - Refinement and Client Evaluation
  • (49:47) - Tax Advisory Plan (TAP)
  • (56:20) - Concluding Thoughts and Future Plans
  • ...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

    354 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

    58,466 Listeners

    Jason On Firms Podcast by Jason Staats

    Jason On Firms Podcast

    57 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

    14 Listeners