Who's Really the BOSS?

The Year Everything Changed at Once


Listen Later

Marcus is back from five weeks on the conference circuit, from Collective's Recharge to Intuit and ADP councils to Accounting Today's Firm Growth Forum, and he and Rachel unpack what it signals for firms. They cover the surge in roll-ups and private equity moving down market, the tension between staying autonomous and centralizing operations, the AI agents landing inside nearly every platform, and the QuickBooks sunsets and price increases hitting this summer. They close with a preview of Gather and a case for using the slow season to act on what you learn, not just collect more sessions.

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
  • (03:00) - San Diego With The Girls
  • (06:21) - Why Attend These Rooms
  • (07:50) - Firm Growth Awards
  • (09:17) - M&A Market Breakdown
  • (14:47) - Centralize Or Stay Decentralized
  • (22:57) - Rebrands And Proprietary AI
  • (25:05) - AI Agents And Token Costs
  • (32:47) - Platform Shifts And Price Hikes
  • (37:24) - Gather Event Preview
  • (43:22) - Improvement Season Takeaways
  • (45:22) - How To Get Involved
  • ...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