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

4.6

1111 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 144 episodes available.

Who's Really the BOSS? episodes:

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
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(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
July 29, 2024Sun, Sand, and Strategy
In this episode, Marcus and Rachel discuss their recent team retreat to Florida, sharing insights on planning a successful getaway for a virtual firm. They dive into the logistics of organizing a destination retreat and the benefits of bringing team members and their spouses together in person. They also reveal how they used this opportunity to roll out new bonus structures and leadership opportunities, demonstrating how combining business strategy with team bonding can lead to innovative ideas and stronger company culture.
Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors
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(00:00) - Welcome to Who's Really the Boss
(01:07) - Purpose and Importance of Team Retreats
(02:52) - Travel Logistics and Considerations
(04:28) - Choosing the Right Destination
(09:29) - Highlights and Benefits of the Retreat
(13:04) - Team Bonding and Culture
(17:59) - First Night and Setting the Tone
(24:03) - Hotels vs Rental Homes
(26:16) - Team Meeting and Goals Review
(32:17) - Evaluating the Old Bonus System & Introducing New One
(40:36) - Optimist-Pessimist Activity
(45:15) - Leadership Opportunities and Career Advancement
(47:04) - Onboarding and Efficiency Incentives
(56:09) - Retreat Highlights and Team Bonding
(01:02:21) - Future Retreat Plans and Budgeting
...more
1h 5min
July 15, 2024Marketing Essentials for Accountants
In this episode, Rachel and Marcus dive into the fundamental building blocks of marketing for accounting firms. They discuss how to identify your ideal client, create tailored service packages, and effectively communicate your value proposition. The conversation covers practical tips for managing inbound leads, leveraging your website as a virtual storefront, and utilizing automation tools to streamline your marketing efforts. This episode provides a solid foundation for accountants looking to refine their marketing strategy and attract their target clients.
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
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
(00:00) - Introduction to the Podcast and Today's Theme
(00:34) - Marketing and Advertising Strategies
(04:39) - Understanding Your Ideal Client
(10:02) - How We Decided Our Ideal Client
(17:57) - Targeting and Attracting Ideal Clients
(26:00) - Building a Team and Defining Business Voice
(29:52) - Inbound vs. Outbound Sales
(30:41) - Handling Inbound Calls Effectively
(32:07) - The Importance of Knowing Your Ideal Client
(34:13) - Why Owners Shouldn't Handle All Calls
(39:33) - Streamlining Email Communication
(42:37) - The Role of a Good Website
(43:22) - Utilizing CRM and Automation Tools
(48:48) - Consolidating Marketing Tools
(51:55) - Final Thoughts and Best Practices
...more
54min
July 01, 2024Handling Price Increases
In this episode, Rachel and Marcus discuss their experience implementing price increases at DBA in 2024. They share their strategy of presenting clients with updated pricing based on new service packages, while offering loyalty discounts to ease the transition. Despite some client churn, DBA ultimately increased monthly recurring revenue by over $6,000 while serving 15 fewer clients, freeing up capacity for their team. Rachel and Marcus break down the numbers and share valuable lessons for other firm owners considering price increases.
Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors
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(00:00) - Welcome to Who's Really The Boss Podcast
(00:34) - Family Updates and Summer Jobs
(03:34) - Price Increases for Client Accounting Services
(04:33) - Evergreen Engagement Letters Explained
(06:39) - Implementing Price Increases
(09:54) - Client Reactions and Feedback
(11:44) - Adjusting Service Offerings and Pricing
(23:49) - Final Thoughts on Price Increases
(31:25) - Analyzing April 1st Metrics
(32:14) - Client Churn and Acceptance Rates
(33:56) - AIM Service Line Adjustments
(39:55) - June 1st Metrics and Client Transitions
(43:28) - Strategies for Managing Client Capacity
(54:48) - Final Thoughts and Future Plans
...more
1h 1min
June 17, 2024Introducing DBA Firm: Operational Support for Accounting Firms
In this episode, Marcus and Rachel dive into the details of DBA Firm, a new venture aimed at providing operational support to accounting firms with revenues between $500k-$5M and 3-30 employees. They discuss the origins of DBA Firm, the key pillars of structure, strategy, and software, and how their own experiences transforming their accounting practice inspired them to help other firm owners. Learn about the resources, events, and support DBA Firm offers to help small-to-mid-sized accounting firms improve and grow.
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
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
(00:00) - Welcome to Who's Really The Boss?
(00:53) - Family Updates: Avery's Journey
(02:30) - Avery's College Decision
(03:39) - Impact on Family Dynamics
(07:17) - Transition to DBA Firm Discussion
(08:10) - Origins of the Podcast
(09:46) - Transforming DBA: From Tax to Advisory
(10:44) - Supporting the Accounting Community
(16:20) - What is DBA?
(21:38) - DBA Firm Resources and Events
(32:32) - Introducing GRIP: Goal Ready Implementation Plan
(45:55) - Conclusion and Future Plans
...more
48min
June 03, 2024Team Changes, New Tech, and Lessons Learned at a Growing Firm
In this episode of the Who's Really The Boss podcast, Marcus and Rachel offer an insightful debrief of their accounting firm's 2024 tax season. They discuss how strategic changes implemented before tax season, such as team restructuring, new hires, and the introduction of new technology, impacted their workflow and client experience. They also share their challenges, successes, and lessons learned, including the importance of investing in team education and adapting to the needs of their clients. Throughout the conversation, Marcus and Rachel emphasize their firm's focus on providing top-quality client accounting services (CAS) and how they have successfully transitioned from a tax-centric practice to one that generates 80% of its revenue from recurring monthly services.
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
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
(00:00) - Introduction to the Podcast and Today's Theme
(00:29) - Opening and Tax Season Recap Discussion
(01:35) - Personal Update: Kinley's First Year of College
(05:43) - Diving Into Dillon Business Advisors Tax Season Overview
(07:18) - Team Changes and Strategic Adjustments Pre-Tax Season
(13:28) - Innovative Solutions: Contracting a Tax Director of Counsel
(18:43) - Operational Enhancements and Team Additions
(24:02) - Implementing New Technology: The Shift to Canopy
(32:32) - Addressing the Texas Franchise Tax Update and Its Impact
(34:22) - Achieving Work-Life Balance: No Overtime and Weekends
(36:58) - Strategic Financial Planning and Revenue Insights
(44:57) - Reflecting on Tax Season: Successes, Lessons, and Future Plans
(47:21) - Innovative Training and Knowledge Sharing Within the Team
(54:45) - Looking Ahead: Software Solutions and Client Communication
(55:59) - Wrapping Up: Insights from a Successful Tax Season
...more
57min
May 20, 2024Avoiding Five Firm Owner Pitfalls
In this episode, Rachel and Marcus delve into the common pitfalls that accounting firm owners often encounter, sharing hard-earned wisdom from their own experiences. They highlight five critical mistakes to avoid, from building a nightmarish firm instead of a dream one to lacking passion and vision. The discussion also emphasizes the importance of steering clear of the comparison trap, letting go of the pursuit of perfection, and truly resting in a way that rejuvenates mind and body.
Chapters
(00:00) - Welcome to Who's Really the BOSS
(01:21) - The Five Firm Owner Mistakes to Avoid
(10:28) - Mistake #2: The Comparison Trap
(15:39) - Mistake #3: Chasing Perfection
(23:06) - Mistake #4: Lacking Passion and Vision
(29:31) - Mistake #5: Resting the Wrong Way
(41:32) - Wrapping Up and Looking Ahead

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
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
...more
44min
May 06, 2024Hard Truths About Transitioning to Client Advisory Services (CAS)
Rachel and Marcus candidly discuss the challenges they faced in transitioning their accounting firm to a client advisory services (CAS) model over the past seven years. They share insights on converting existing clients, implementing new processes and technology, evolving team dynamics, and the need for firm-wide changes. This episode offers a realistic perspective for firms considering the CAS path, highlighting potential pitfalls and the strategic mindset required for a successful transformation.
Chapters
(00:29) - Welcome to the Podcast: Navigating Tax Season
(01:57) - Reflecting on Past Busy Seasons and Deciding to Change
(07:28) - The Hard Truths About Transitioning to Client Advisory Services (CAS)
(18:58) - Learning from Mistakes and Embracing New Client Relationships
(25:03) - The Hard Truths About Client Conversion
(25:46) - Navigating Processes and Technology in CAS Firms
(38:42) - Evolving Team Dynamics and Management Styles
(42:49) - The Essential Shift in Team Composition for CAS Success
(48:00) - Embracing Change: The Core of Transitioning to CAS

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
...more
50min
April 22, 2024The Art of Pricing Your Accounting Services
In this episode, Rachel and Marcus share their experiences and insights on navigating the challenging task of pricing client accounting and advisory services (CAS). They discuss their firm's evolution from opaque pricing to a transparent, subscription-based model, and the strategies they employed to ensure their pricing accurately reflects the value they provide. Rachel and Marcus also delve into the difficulties of implementing price increases, the importance of clear communication with clients, and the lessons they've learned along the way.
Chapters
(00:00) - Welcome to Who's Really the BOSS?
(00:34) - Navigating the Complex World of Pricing Increases
(01:49) - The Evolution of Pricing Models: From Hourly to Value-Based
(04:25) - The Journey to Transparent Pricing on Our Website
(12:10) - The Impact of Pricing Transparency and Client Relationships
(19:59) - Learning from Competitors: The Secret Shopping Strategy
(27:31) - Evaluating Pricing Strategies and Client Relationships
(32:51) - The Challenge of Communicating Price Increases
(55:35) - The Art of Pricing and Client Feedback

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
...more
59min
April 08, 2024Evaluating Opportunities with Two Simple Questions
In this episode, Marcus and Rachel discuss two critical questions every business owner should ask when evaluating new opportunities - whether it simplifies their life and increases the value of their business. They dive into practical examples of applying these questions to prospects, software, service lines, and more. Get insights on making decisions that align with your values, increase profitability, and build a business with enduring value.
Chapters
(00:00) - Who's Really The Boss
(01:08) - Podcast Updates and New Recording Home
(03:02) - The Art of Being Quotable in Life and Interviews
(05:32) - Introducing Two Key Questions for Life Opportunities
(20:48) - Evaluation Potential New Clients
(26:51) - Evaluating Software and AI in Business
(36:33) - Exploring New Income Streams and Service Lines
(46:25) - Wrapping Up: Reflecting on Simplification and Value

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
...more
48min

FAQs about Who's Really the BOSS?:

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

The podcast currently has 144 episodes available.

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