Who's Really the Boss?

✦Health and Wellness for Small Business✦

This week on Who's Really the Boss podcast, Marcus and Rachel talk with David Schneider of Titan Dynamics on ways to attract and retain team members, increase productivity, decrease illness, and create a better work place through promoting health and wellness. David shares that health and wellness programs aren't only for big corporate organizations, but that effective, well-structured programs are accessible to and just as important in small businesses.

David Schneider with Titan Dynamics can be found at https://titandynamics.squarespace.com/ or you can email David at [email protected].

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Who's Really the Boss?

✦Management is a Ministry✦

This week on Who's Really the Boss podcast, Marcus and Rachel talk through the opportunities business ownership and leading others has for serving, showing grace and compassion, and elevating others. Learn practical ways to live out your faith and values everyday, especially at work.

#businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #cfo #fractionalcfo #fractionalcontroller #taxsavings #businessstrategy #faith #values #leadership

Who's Really the Boss

✦Capacity Planning for Improved Culture✦

Justin Newhall, VP of Revenue at Dillon Business Advisors, joins Marcus and Rachel to discuss capacity planning. The three talk through capacity planning strategy, the consequences of not capacity planning, and the benefits it brings to your team and business. Listen to "Who's Really the Boss Podcast" here: https://hubs.la/Q01B_ytg0

#businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #taxsavings #capacityplanning #culture #hiring #scale

Who's Really the Boss

✦It Takes A Village - The Business Owner's Support Team✦

It takes a village to raise a family AND to run a successful business. Marcus and Rachel discuss 3 of the most important people every business owner needs in their life.


#businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #taxsavings #culture #mentor

Who's Really the Boss

✦Optimizing Your Business with Proper Entity Selection✦

Brett Moyer, attorney with Moyer Lewis, LLP talks with Marcus and Rachel about the best legal entity structures for small businesses. Find out the pros and cons to common entity structures as well as what to expect during the formation process on this week's episode.

#businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #taxsavings #entityselection #corporation #llc #limitedpartnership #partnership #scorporation

Who's Really the Boss

✦CFOs Need Controllers✦

While clients often say they only want financial advice and strategy, accurate and timely financial data is needed to make assured recommendations. Lezlie Reeves, CPA and Client CFO, joins Marcus and Rachel to discuss why Controllers are necessary to allow CFOs to bring the value to clients.

Who's Really the Boss

✦Fractional Controllers - The Real MVPs of Tax Savings✦

Fractional Controllers are an integral part of the DBA Team of 3. Marcus and Rachel discuss the role of a Fractional Controller and how the Fractional Controller is likely what clients are really looking for when they engage a professional to prepare their taxes.

Who's Really the Boss

✦Nothing Lasts Forever - Finishing Well✦

Whether you need to reduce expenses, need different services, or no longer value the services being provided, the decision to discontinue services can be difficult to make. Marcus and Rachel discuss what it looks like to off-board well and help clients transition.

Who's Really The Boss

Is this a good DSO offer?

DSOs, DPOs, and other industry specific organizations are prevalent in the market and making offers to dental, orthodontic, and veterinary practice owners. They are swooping in with enticing offers with incredible multipliers of the business's value and quick closing dates. Why wouldn't you accept this offer and the promise of both time and financial freedom? Marcus and Rachel discuss why you should have a professional team of trusted advisors evaluate every offer and reasons not to sign too hastily.

Who's Really the Boss

✦So You Want to Sell Your Business?✦
In this episode, Marcus and Rachel discuss everything you need to know about selling a business. From determining if you are actually ready to sell, to pointing out red flags in offers, to creating the most valuable business, this topic of conversation is on every business owner's mind.