Who's Really the BOSS‪?‬ Marcus Dillon

Who's Really the Boss

✦It’s Time to Break Up✦

It’s not you, it’s me…no wait, it’s definitely you!
Are you too busy with bad clients to accept better ones? In this episode Marcus Dillon and Rachel Dillon discuss why keeping bad clients in your accounting firm is a bad idea. A drain on resources, reputation, team morale, and the growth of your firm are just a few negative implications of keeping the wrong relationships too long. Listen in on how to identify non-ideal clients and how to guide those “extra grace required” clients to a new provider. Exiting the wrong clients can actually help your bottom line.

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Who's Really the Boss

Managing Expectations to Increase Satisfaction

Disappointment and frustration are often the direct result of mismanaged expectations. Marcus Dillon, CPA and Rachel Dillon have a candid conversation about managing expectations for yourself, clients, and team members. Rate of growth, discomfort of change, the onboarding process, and assimilating new team members are all areas DBA has seen both challenges and success. Listen to Who’s Really the Boss podcast to hear first hand how realistic expectations can increase satisfaction.

#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #whosreallytheboss #podcast #fractionalcfo #businessgrowth #values #leadership #relationships #accountingandaccountants #clientexperience

Who's Really the Boss

From Founder to Successor

“I just started my business,” or “I’m not that old, yet!” There are tons of reasons small business owners aren’t thinking about succession. In this episode we’re discussing the challenges, strategies, and success stories surrounding the process of passing the torch to the next leader of your business. It’s critical to start early in identifying all potential successors, to begin nurturing their skills, and finally elevating them with both the team and clients. Whether you're planning for retirement or simply preparing for the future, this episode will help you create a roadmap for a successful transition and to leave a legacy.

#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #whosreallytheboss #podcast #fractionalcfo #succession #values #leadership #accountingandaccountants #familybusiness

Who's Really the Boss

It's A Family Affair

This week Marcus and Rachel Dillon are joined by special guest, Mick Nijher of Nitax Services, Inc. Mick shares the reality of growing into leadership at an accounting firm started from scratch by his father. In this episode, Mick highlights the skills and attributes he and his team have brought from working in large corporations in order to streamline and improve the client experience of their boutique accounting firm. Mick has cultivated an incredible team to sustain the legacy his dad created so many years ago.


#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #whosreallytheboss #podcast #fractionalcfo #businessgrowth #values #leadership #relationships #accountingandaccountants #clientexperience #familybusiness

Who's Really the Boss

Don't Be So Negative

When the saying “If you don’t have anything nice to say, don’t say anything at all,” is not helpful. Direct feedback is a great tool to use when choosing to make improvements or changes. Why would you want to waste time making changes or improvements to areas that have little to no impact?

One way businesses can ask clients or patients for feedback that is very informative to the owner and team, but requires very little time and effort from the customer, is a Net Promoter Score survey. But what do you do if someone gives you a less-than-stellar rating? First, you thank them for being kind enough to be honest. Next, you turn that criticism into a catalyst for better client experience. Listen to our most recent experience with a detractor rating from our NPS.

This podcast is for business owners who are building a business they love, that they can scale, and can leave a legacy.

Who's Really the Boss

Falling Back In Love With Your Business

As a business owner, you had a vision or dream when you took the risk, rolled up your sleeves, and built a business. BUT, #burnout is real. It is so easy to let your business take control instead of using your business as a platform to live out your purpose and enjoy your life. Marcus Dillon, CPA and Rachel Dillon talk through signs of burnout and how to fall back in love with your business.


#businessadvisors #financialservices #CFO #houstonadvisors #katytx #whosreallytheboss #podcast #fractionalcfo #businessgrowth #values #leadership #relationships #accountingandaccountants