Who's Really the Boss

✦Does Your Business Measure Up✦


What gets measured gets managed. Business owners are typically great at dreaming big and setting goals, but to see results and those dreams come to fruition, it is so important to track progress. Marcus and Rachel discuss the most important KPIs for small businesses to track and how to measure them. Find out how to make the most of your time by focusing on metrics that make the most impact and produce the straightest path to goal achievement.

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Who's Really the Boss

✦Defining Seasons of Business with your Spouse✦

In this episode, we are joined by Matt Schomburg State Farm, who happens to be a close friend, next door neighbor, and insurance agent to Marcus and Rachel! Matt describes how his wife, Heather, helped grow his agency in the earlier years and the roles she still has in the business to this day. There is so much wisdom shared in this episode from growing a business, setting boundaries, cultivating a team, and exceeding customer expectation, you won't want to miss it.

#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #fractionalcfo #cashflow #familybusiness #values #leadership #insuranceagent #likeagoodneighbor

Who's Really the Boss

✦Preparing for Change✦

With a recently graduated high school senior in the house, Marcus and Rachel discuss the years of preparations that have taken place with their oldest daughter. Much like nurturing and raising a child, business owners often lead their business in a similar way to how they lead their families. In this episode, you will hear the specific steps Marcus and Rachel took with their daughters that have prepared them for college and adult life.


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Who's Really the Boss

Retreat Preparations

The secret to the best business is no secret at all. Simply put, the best businesses have the best people. How do you ensure you have the best people? You cultivate them! In this episode, Marcus and Rachel discuss their upcoming retreat, the reason why they are bringing all team members together in office, and the intended outcomes.

Who's Really the Boss

Improving Accounts Receivable to Improve Cash Flow

Many business owners struggle with cash flow. Sometimes the cash flow challenges start in the very early days but persist for years. Marcus and Rachel discuss how taking a look at assessing Accounts Receivable and implementing sound processes can drastically change the trajectory of a business.

Who's Really the Boss

No Margin for Error

Business owners are needing to rethink how they do business in this economy. In previous years, business owners could make a lot of mistakes and still come out on top. In this episode, Marcus and Rachel discuss some strategies business owners can implement to ensure sustainability and even profitability in tough times.

Who's Really the Boss

Making Connections to Expand Your Network

In this episode, Marcus and Rachel discuss how the local Chamber of Commerce has helped expand their network and bonus, create friendships along the way. Matthew Ferraro, President of the Katy Chamber of Commerce, joins the conversation and shares how the local chamber is helping businesses of all sizes thrive in this down economy.

DBA's Tax Season Recap

This week on Who's Really the Boss podcast, Marcus and Rachel are joined by Charles Jenkins, Jr., CPA, Dillon Business Advisors' Director of Tax. Charles spills the tea on how tax season really went for the team. Charles doesn't hold back or sugar coat the details. Listen to how a concierge level, full service financial accounting firm manages the influx of work during tax season.

#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #cfo #fractionalcfo #taxsavings #businessstrategy #values #leadership #taxseason

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