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 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.
Language
🇺🇲
Publishing Since
1/27/2022
Email Addresses
1 available
Phone Numbers
0 available
April 14, 2025
<p>Rachel and Marcus discuss the practical steps they took at Dylan Business Advisors to move from 70-hour workweeks to a sustainable 36-hour workweek year-round. They explore how evaluating and exiting non-ideal clients, refining service offerings, and implementing their "team of three" structure created significant capacity in their firm. The conversation covers both immediate relief strategies for overwhelmed firm owners and long-term structural changes that transformed their business while increasing profitability</p><p><strong>Introducing Collective by DBA</strong><br><a href="https://www.dillonadvisors.com/">https://collective.cpa</a><br><a href="https://www.linkedin.com/company/collectivebydba">https://www.linkedin.com/company/collectivebydba</a></p><p><strong>Learn More About Dillon Business Advisors</strong><br><a href="https://www.dillonadvisors.com/">https://www.dillonadvisors.com<br></a><a href="https://www.linkedin.com/company/dillonbusinessadvisors">https://www.linkedin.com/company/dillonbusinessadvisors</a></p><p><strong>Sign up to get free CPE for listening to this podcast</strong><br><a href="https://earmarkcpe.com/">https://earmarkcpe.com</a></p><p><strong>Download the Earmark CPE App<br></strong><strong>Apple:</strong><strong> </strong><a href="https://apps.apple.com/us/app/earmark-cpe/id1562599728">https://apps.apple.com/us/app/earmark-cpe/id1562599728</a></p><p><strong>Android: </strong><a href="https://play.google.com/store/apps/details?id=com.earmarkcpe.app">https://play.google.com/store/apps/details?id=com.earmarkcpe.app</a></p><p></p><ul><li>(00:00) - Welcome to Who's Really the Boss </li> <li>(00:51) - Dylan Business Advisors Firm Update </li> <li>(01:53) - Acquisition of Remote Accounting Firm </li> <li>(02:20) - Challenges and Adjustments Post-Acquisition </li> <li>(04:53) - The Bottleneck Issue in Small Accounting Firms </li> <li>(08:39) - Team Structure and Efficiency Improvements </li> <li>(12:34) - Capacity Management and Client Prioritization </li> <li>(16:02) - Implementing Changes and Overcoming Challenges </li> <li>(19:27) - Reflecting on Progress and Future Plans </li> <li>(29:18) - Balancing Work and Personal Life </li> <li>(31:03) - Identifying Ideal Clients and Setting Boundaries </li> <li>(34:17) - Team Collaboration and Recap </li> <li>(36:03) - Client Bottlenecks and Solutions </li> <li>(46:06) - Exiting Non-Ideal Clients </li> <li>(52:43) - Evaluating Service Lines </li> <li>(57:24) - Final Thoughts and Resources</li> </ul>
March 31, 2025
<p>Rachel and Marcus discuss the common problem of owners becoming the bottleneck in accounting firms under $3 million. They share their experience implementing their "Team of Three" structure to delegate work effectively, improve client service, and increase capacity without working more hours. They provide practical strategies for identifying your firm's constraints and restructuring your team to break through capacity limitations.</p><p><strong>Introducing Collective by DBA</strong><br><a href="https://www.dillonadvisors.com/">https://collective.cpa</a><br><a href="https://www.linkedin.com/company/collectivebydba">https://www.linkedin.com/company/collectivebydba</a></p><p><strong>Learn More About Dillon Business Advisors</strong><br><a href="https://www.dillonadvisors.com/">https://www.dillonadvisors.com<br></a><a href="https://www.linkedin.com/company/dillonbusinessadvisors">https://www.linkedin.com/company/dillonbusinessadvisors</a></p><p><strong>Sign up to get free CPE for listening to this podcast</strong><br><a href="https://earmarkcpe.com/">https://earmarkcpe.com</a></p><p><strong>Download the Earmark CPE App<br></strong><strong>Apple:</strong><strong> </strong><a href="https://apps.apple.com/us/app/earmark-cpe/id1562599728">https://apps.apple.com/us/app/earmark-cpe/id1562599728</a></p><p><strong>Android: </strong><a href="https://play.google.com/store/apps/details?id=com.earmarkcpe.app">https://play.google.com/store/apps/details?id=com.earmarkcpe.app</a></p><p></p><ul><li>(00:00) - Welcome to Who's Really the Boss </li> <li>(06:27) - Main Topic Introduction: Identifying Bottlenecks in Accounting Firms </li> <li>(07:32) - Common Bottlenecks: The Owner's Role </li> <li>(08:51) - Delegation and Team Structure </li> <li>(18:30) - Reorganizing the Team: Overcoming Capacity Issues </li> <li>(21:10) - Team Structure and Collaboration </li> <li>(24:50) - Implementing the Team of Three </li> <li>(29:36) - Challenges and Benefits of Role Allocation </li> <li>(32:34) - Delegation and Capacity Management </li> <li>(37:41) - Transitioning and Elevating Roles </li> <li>(45:26) - Final Thoughts and Recommendations</li> </ul>
March 17, 2025
<p>Doug Lewis of The Visionary Group shares insider knowledge on the current accounting firm M&A landscape, revealing how valuation truly works and what buyers prioritize. He debunks common misconceptions about firm valuations and discusses why talent development, fee structure optimization, and understanding your top clients' goals are critical for maximizing your firm's value. The episode delivers practical advice for firm owners considering succession options and emphasizes that every accounting firm eventually transacts in one of three ways: external sale, internal succession, or closing the doors.</p><p><strong>Connect with Doug Lewis<br></strong><a href="https://www.linkedin.com/in/dlewis715">https://www.linkedin.com/in/dlewis715</a><br><a href="https://thinkvisionary.com/team/doug-lewis/">https://thinkvisionary.com/team/doug-lewis/</a></p><p><strong>Introducing Collective by DBA</strong><br><a href="https://www.dillonadvisors.com/">https://collective.cpa</a><br><a href="https://www.linkedin.com/company/collectivebydba">https://www.linkedin.com/company/collectivebydba</a></p><p><strong>Learn More About Dillon Business Advisors</strong><br><a href="https://www.dillonadvisors.com/">https://www.dillonadvisors.com<br></a><a href="https://www.linkedin.com/company/dillonbusinessadvisors">https://www.linkedin.com/company/dillonbusinessadvisors</a></p><p><strong>Sign up to get free CPE for listening to this podcast</strong><br><a href="https://earmarkcpe.com/">https://earmarkcpe.com</a></p><p><strong>Download the Earmark CPE App<br></strong><strong>Apple:</strong><strong> </strong><a href="https://apps.apple.com/us/app/earmark-cpe/id1562599728">https://apps.apple.com/us/app/earmark-cpe/id1562599728</a></p><p><strong>Android: </strong><a href="https://play.google.com/store/apps/details?id=com.earmarkcpe.app">https://play.google.com/store/apps/details?id=com.earmarkcpe.app</a></p><p></p><ul><li>(00:00) - Welcome to Who's Really the Boss </li> <li>(01:48) - Doug Lewis: Professional Background </li> <li>(04:08) - Doug Lewis: Personal Life </li> <li>(05:25) - The M&A Landscape in Accounting </li> <li>(08:57) - The Best Advice You Ever Recieved </li> <li>(12:23) - The Evolution of Visionary Group </li> <li>(16:13) - Current Trends in M&A </li> <li>(23:21) - Valuation and Growth Strategies </li> <li>(26:36) - What Buyers Are Looking For </li> <li>(34:36) - Identifying Current Buyers in the Market </li> <li>(36:46) - Types of Business Transactions: Acquisition, Merger, and Hybrid </li> <li>(39:48) - Increasing Firm Value: Key Strategies </li> <li>(47:46) - The Importance of Client Relationships </li> <li>(53:50) - Biggest Misconceptions on Seller Side </li> <li>(56:24) - Future of M&A in the Accounting Profession </li> <li>(01:00:11) - Final Thoughts and Recommendations</li> </ul>
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