Who's Really the BOSS?

By Marcus Dillon, Rachel Dillon

"Who's Really the BOSS?" highlights the joys and challenges of running a CPA firm with your spouse or family. From hiring and terminating to improving capacity, cash flow, and culture, our conversatio... more

· Business

4.5

88 ratings

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FAQs about Who's Really the BOSS?:

How many episodes does Who's Really the BOSS? have?

The podcast currently has 123 episodes available.

Who's Really the BOSS? episodes:

December 16, 2024The Evolution of Accounting Firm Deals
Attorney Sara Sharp shares her unique perspective on the evolving landscape of accounting firm ownership, compliance challenges, and acquisition trends. Drawing from her experience handling numerous accounting practice deals, she discusses creative alternatives to traditional partnership models, including phantom equity plans that align team member incentives without the complexities of direct ownership. The conversation explores common compliance pitfalls for modern firms with remote workers, the surge in accounting practice acquisitions by non-traditional buyers, and how younger firm owners are reshaping industry norms around work-life balance and profitability.
Connect with Sara:
https://www.skandslegal.com/sara-sharp
https://www.linkedin.com/in/sara-sharp-9a2a98b
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
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Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
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(00:00) - Welcome to Who's Really the Boss
(00:42) - Sara Sharp's Background and Expertise
(04:21) - Best Advice Ever Received
(07:36) - Client Attorney Privilege and Compliance
(14:03) - Employee Handbook and PTO Policy
(19:12) - Ownership Alternatives and Phantom Equity
(23:45) - Valuation Challenges and Internal Loans
(24:52) - Incentivizing Key Team Members
(26:59) - Ownership and Leadership Dynamics
(29:27) - Current Deals and Busy Season
(31:17) - Trends in Business Acquisitions
(37:46) - Future of the Accounting Industry
(40:29) - Balancing Profit and Quality of Life
(45:46) - Final Thoughts and Wrap-Up
...more
47min
December 02, 2024The Truth About 'Turning On' Marketing for Your Firm
Rachel and Marcus dive deep into their marketing experiments at DBA, including a candid discussion of spending $500,000 on initiatives that didn't quite work out as planned. They share valuable insights about the importance of clearly defining your ideal client and services before investing in any marketing efforts, whether internal or outsourced. The conversation explores their successful strategy of client block exits and how they've ultimately found better growth through nurturing existing client relationships rather than aggressive marketing campaigns.
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
(04:30) - Personal Update and Marketing Challenges
(09:10) - Marketing Strategies and Client Management
(13:14) - Determining Ideal Clients
(21:15) - Grading Clients and Exit Strategies
(28:24) - Evaluating Service Lines
(31:30) - Outsourced Marketing vs Internal Teams
(43:06) - Experiments with Lead Generation
(49:25) - Refocusing Growth Strategies
(53:04) - Creative Marketing Approaches
(54:35) - Conclusion and Future Plans
...more
56min
November 18, 2024Building Resilient Teams: Planning for Extended Leave
Rachel and Marcus are joined by DBA team member Lezlie Reeves to share how their firm successfully managed concurrent extended leaves. They share their detailed approach to documentation, training support staff, and maintaining client service standards during extended leave periods. Their experience demonstrates how small firms can create sustainable coverage plans while ensuring team members fully disconnect during parental leave, ultimately leading to improved processes and team growth.
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?
(03:23) - Maternity Leave Experiences
(07:21) - Team Structure and Documentation
(12:09) - Training and Preparation for Leave
(17:33) - Implementation and Support During Leave
(25:12) - April's Client Management Training
(28:17) - Roles and Responsibilities Breakdown
(32:17) - Client Communication Strategies
(33:57) - Concerns and Apprehensions
(36:47) - Successful Outcomes and Benefits
(45:44) - Areas for Improvement
(50:38) - Final Thoughts and Acknowledgements
...more
52min
November 04, 2024Converting Annual Clients to Monthly Relationships
Rachel and Marcus dive into how their accounting firm successfully converted two major clients into comprehensive monthly service relationships - one transitioning from annual tax services and another expanding their existing monthly engagement. They break down how establishing trust and proving value over time led these clients to naturally seek out additional services, rather than requiring hard selling tactics. The episode reveals practical insights about client communication, pricing strategies, and the shift from being viewed as a transactional service provider to becoming an integral part of clients' business operations.
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
(00:35) - Family Updates
(05:36) - What Our Episode is About Today
(06:16) - Converting Clients to Monthly Services
(10:27) - Client Case Study: From Annual to Monthly Services
(15:49) - Building Trust and Long-Term Relationships
(22:26) - Client Service Manager Role Clarification
(22:56) - Defining Service Expectations
(27:47) - Cost-Benefit Analysis of Services
(36:14) - Family Business Dynamics
(38:44) - Evolving Client Relationships
(40:14) - Advisory vs. Transactional Services
(41:28) - Making Strategic Business Changes
(46:16) - Final Thoughts and Encouragement
...more
49min
October 21, 2024The Power of Community
Ben Gabriel joins Rachel and Marcus to discuss the transformative power of peer groups and advisory services for accounting firm owners. They explore how these communities provide a safe space for leaders to share challenges, celebrate successes, and gain valuable insights from others facing similar situations. The conversation delves into common issues like capacity planning and team management, highlighting how collaboration and accountability can drive personal and professional growth in the accounting industry.
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?
(01:45) - Ben Gabriel Joins the Show
(07:18) - Grandmother's Wisdom: Best Advice Ever Received
(11:15) - Working with Ben: Past and Present Collaborations
(13:20) - The Power of Mastermind Groups and Peer Support
(18:53) - Reflecting on Successes and Challenges
(23:04) - The Importance of Safe Spaces for Idea Sharing
(26:09) - The Power of Peer Support
(29:33) - Recent Challenges Brought Up in Peer Groups
(33:09) - Defining Personal and Professional Goals
(38:25) - The Importance of Community and Accountability
(43:53) - Sharing and Growing in Groups
(52:26) - Connecting with Your Group
...more
55min
October 07, 2024Beyond the Billable Hour
Rachel and Marcus dive deep into their firm's evolution of time tracking and practice management, from old-school stamps to modern software solutions. Despite moving beyond billable hour pricing, they discuss how they leverage time data for capacity planning, pricing decisions, and firm valuation, Rachel and Marcus offer practical insights on implementing and refining time tracking processes, balancing efficiency with data-driven decision making in a virtual environment.
Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba
For more information about GRIP, visit: https://collective.cpa/grip
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
(02:35) - Family Updates
(07:08) - Beyond the Billable Hour
(08:48) - Importance of Tracking Time
(12:45) - Capacity Planning and Efficiency
(23:20) - Increasing Capacity
(26:10) - Team Structure and Specialization
(28:03) - Software Evolution in DBA
(32:30) - Invoicing Practices and Client Management
(41:53) - Balancing Technology and Manual Processes
(51:36) - Optimizing Team Capacity and Efficiency
(55:09) - The Value of Excess Capacity in M&A
(56:47) - Conclusion and Final Thoughts
...more
58min
September 23, 2024Beyond EOS: Tailoring Systems for Accounting Success
This episode explores the intersection of popular business operating systems like EOS (Entrepreneurial Operating System) and tailored solutions for accounting firms. Christine Nietzke, ODCP shares insights on the benefits and limitations of EOS implementation, while introducing the GRIP (Goal Ready Implementation Plan) approach developed by Collective by DBA. The conversation highlights the value of having a comprehensive blueprint for firm success, emphasizing the role of discipline, organization, and team effort in achieving business goals.
Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba
For more information about GRIP, visit: https://collective.cpa/grip
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?
(01:01) - Christine's Career Journey
(04:24) - Christine's Role and Contributions
(07:07) - Best Advice Ever Given
(08:28) - Deep Dive into EOS
(14:33) - Becoming an EOS Implementer
(20:17) - Challenges and Client Stories
(25:40) - The Importance of Structured Meetings
(27:45) - Maximizing Existing Tools for Efficiency
(33:13) - Introducing GRIP: A Blueprint for Success
(38:50) - Team Collaboration and Accountability
(49:36) - The Role of Discipline and Organization
(51:58) - Conclusion and Final Thoughts
...more
53min
September 09, 2024Collective by DBA
Marcus and Rachel introduce Collective by DBA, the evolution of their accounting firm support initiative. They discuss the motivation behind creating this community, its focus on strategy, structure, and systems for firms of similar sizes, and the unique events and resources offered. They emphasize Collective's commitment to fostering meaningful connections and driving lasting change in the accounting industry through peer support and expert guidance.
Introducing Collective by DBA
https://collective.cpa/
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
(00:40) - Exciting Changes at DBA Firm
(01:27) - Rebranding to Collective by DBA
(05:05) - Creating a Supportive Community
(09:14) - New Offerings and Features
(19:23) - Strategy, Structure, and Systems
(29:15) - Upcoming Fall Get-Together
(31:04) - Event Highlights and Key Takeaways
(40:06) - Mission and Values of Collective
(46:12) - Learn More and How to Contact Us
...more
49min
August 26, 2024Inside the CFO Advisory Meeting: Real Client Stories
Rachel and Marcus provide an in-depth look at the intricacies of CFO advisory meetings, using real-world examples from a marketing agency and a dental practice. Marcus breaks down the meeting structure, from initial connection to financial analysis and strategic planning, while emphasizing the importance of adapting to each client's unique needs. This episode offers valuable insights for financial professionals looking to enhance their advisory services and strengthen client relationships.
Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://collective.cpa/
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
(01:15) - Storytelling Focus and Client Meeting Agenda
(02:07) - Client CFO Meetings and Their Structure
(04:05) - Understanding Client Value and Budget Allocation
(06:44) - Developing Meeting Agendas and Client Interactions
(09:24) - Monthly and Quarterly Client Meetings
(14:10) - Case Study: Marketing Agency Client
(25:08) - Recommendations
(27:29) - Action Steps
(32:35) - Insights from a Dental Client
(35:09) - Quarterly Client Touchpoints
(37:20) - Action Plans and Financial Analysis
(51:04) - Advisory Meetings for New Clients
(56:14) - Final Thoughts
...more
58min
August 12, 2024Unlocking Value in Accounting Conferences and Professional Growth
Rachel and Marcus offer a comprehensive look at how accounting professionals can make the most of conferences and other learning opportunities. They share insights on navigating large events, creating focused learning experiences, and implementing new knowledge effectively. They cover topics such as team preferences for training, strategies for networking, and tips for turning conference insights into actionable steps.
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 Podcast
(02:27) - Navigating Conference Overload
(04:12) - Implementing Ideas Amidst Overwhelm
(05:08) - Maximizing Conference Experiences
(11:29) - The Value of Networking at Conferences
(15:25) - Creating Intimate and Impactful Events
(21:33) - How We Use Exclusivity
(25:06) - Strategy for Accounting Firms
(30:01) - How to Structure Your Business
(31:21) - Optimizing Systems and Software
(35:08) - Balancing Vendor Relationships and Learning from Peers
(42:27) - Effective Conference Participation and Team Development
(51:02) - Maximizing Conference ROI and Accountability
(55:53) - Upcoming Events and Final Thoughts
...more
58min

FAQs about Who's Really the BOSS?:

How many episodes does Who's Really the BOSS? have?

The podcast currently has 123 episodes available.

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