Who's Raelly the Boss?

✦Making Hard Decisions✦

This week on Who's Really the Boss podcast, Marcus and Rachel finish part 2 of 2 from last week's episode. The conversation continues around making hard decisions. In difficult circumstances it is important to ask 2 questions: "What can I learn from this, and what do I need to do going forward?" Making sure processes are in place and that you have talked with trusted mentors or leaders is a great place to start when navigating hard decisions.

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

Who's Really the Boss?

✦When You Can't "Break" on Spring Break✦

This week on Who's Really the Boss podcast, Marcus and Rachel share highlights from a recent Spring Break trip and also some challenges faced taking time away during a busier season at work. While recognizing and celebrating the wins is good, it is important to share the challenges and struggles as well. Listen to how lack of trust and lack of delegation can result in the inability to disconnect from work.

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

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].

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

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.