Who's Really the BOSS?

Marcus Dillon, Rachel Dillon
  • 4.5 (8)
  • BUSINESS
  • UPDATED WEEKLY
Who's Really the BOSS? Podcast

"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 conversations cover leadership, operations, and current accounting industry challenges. Our mission is to strengthen families and accounting firms by helping listeners avoid the mistakes we have made, so they can lead and live happily ever after.

  1. 4 DAYS AGO

    Collective 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 DBAhttps://collective.cpa/ Learn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisors Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.com Download the Earmark CPE AppApple: 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

    48 min

  2. AUG 26

    Inside 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 Advisorshttps://www.dillonadvisors.comhttps://collective.cpa/https://www.linkedin.com/company/dillonbusinessadvisors Sign up to get free CPE for listening to this podcasthttps://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

    57 min

  3. AUG 12

    Unlocking 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 Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisors Sign up to get free CPE for listening to this podcasthttps://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

    58 min

  4. JUL 29

    Sun, 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 Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisors Sign up to get free CPE for listening to this podcasthttps://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 (01:07) - 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

    1h 5m

  5. JUL 15

    Marketing 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 Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisors Sign up to get free CPE for listening to this podcasthttps://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) - 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

    53 min

  6. JUL 1

    Handling 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 Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisors Sign up to get free CPE for listening to this podcasthttps://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 (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

    1h 1m

  7. JUN 17

    Introducing 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 Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisors Sign up to get free CPE for listening to this podcasthttps://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? (00:53) - 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

    48 min

  8. JUN 3

    Team 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 Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisors Sign up to get free CPE for listening to this podcasthttps://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) - 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

    57 min
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Ratings & Reviews

4.5
out of 5
8 Ratings

About

"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 conversations cover leadership, operations, and current accounting industry challenges. Our mission is to strengthen families and accounting firms by helping listeners avoid the mistakes we have made, so they can lead and live happily ever after.

Information

  • Creator
    Marcus Dillon, Rachel Dillon
  • Years Active
    2022 - 2024
  • Episodes
    116
  • Rating
    Clean
  • Copyright
    © Copyright Marcus Dillon
  • Show Website
    Who's Really the BOSS?

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