Who's Really the BOSS?

SponsorsDiscover.AI -  discover.ai Marcus and Rachel set a goal of 15 new monthly clients for all of 2026 — and blew past it by June, landing 20. They walk through the $101,415 in onboarding fees that came with those clients, why 85% of that growth traces back to referrals and existing relationships instead of paid marketing, and what a 75% jump in PTO usage tells them about their new flexible time-off policy.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Retreat Recap Setup (01:15) - Mexico Travel Lessons (03:07) - Goals And Metrics (07:22) - New Client Wins (14:22) - Onboarding Fees Breakdown (19:22) - Tax Plan Adds (20:17) - Flexible PTO Results (23:14) - PTO Policy Evolution (26:31) - Why Unlimited PTO (28:36) - Onboarding Workflow (35:14) - Two Week Onboarding (41:19) - Where Clients Come From (54:13) - Relationship Marketing Tips (56:07) - Wrap Up And Contact

Marcus and Rachel break down how Dillon Business Advisors moved from an owner-led firm to a director-led one, walking through the seven components they use to define every director role, from ownership and KPIs to the weekly question that keeps people accountable. They also share how scorecards and monthly reviews keep decisions from flowing back up to the owners. It's a practical framework for firms that have outgrown a single person holding everything together.SponsorsDiscover.AI -  discover.ai Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome and Catch Up (01:36) - Custom Closet Sticker Shock (05:41) - Sales Value and Vacations (07:23) - Why Go Director Led (16:12) - Improvement Season Explained (18:37) - Seven Parts of Director Roles (23:55) - Not Responsible For Clarity (33:09) - Director Roles at DBA (43:31) - Scorecards and Accountability (51:45) - Resources and Wrap Up

Marcus is back from five weeks on the conference circuit, from Collective's Recharge to Intuit and ADP councils to Accounting Today's Firm Growth Forum, and he and Rachel unpack what it signals for firms. They cover the surge in roll-ups and private equity moving down market, the tension between staying autonomous and centralizing operations, the AI agents landing inside nearly every platform, and the QuickBooks sunsets and price increases hitting this summer. They close with a preview of Gather and a case for using the slow season to act on what you learn, not just collect more sessions.SponsorsDiscover.AI -  discover.ai Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (03:00) - San Diego With The Girls (06:21) - Why Attend These Rooms (07:50) - Firm Growth Awards (09:17) - M&A Market Breakdown (14:47) - Centralize Or Stay Decentralized (22:57) - Rebrands And Proprietary AI (25:05) - AI Agents And Token Costs (32:47) - Platform Shifts And Price Hikes (37:24) - Gather Event Preview (43:22) - Improvement Season Takeaways (45:22) - How To Get Involved

Marcus and Rachel publicly unveil Streamlined OS, the operating system Collective by DBA built specifically for accounting firms to connect strategy, execution, measurement, and improvement in one place. They walk through how its 62-question assessment surfaces a firm's strengths and improvement areas, prioritizes three or fewer to tackle next, links each one to training and templates, and tracks progress against five core KPIs. They also get candid about running a less owner-dependent firm, why transparency with your team is worth the discomfort, and how the stabilize, systemize, and scale framework applied to DBA itself after its 2025 acquisitions.SponsorsDiscover.AI -  discover.ai Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (01:20) - What Is Streamlined OS (03:23) - Gather Conference Invite (07:16) - Why Firms Need It Now (09:40) - Optionality and Owner Dependence (11:46) - KPIs Dashboards Alignment (15:26) - Priorities and Next Steps (17:43) - Built From Real Experience (22:18) - Origin Story and Resources (26:15) - Pacing Change for Success (29:51) - What It Includes Next (30:59) - Dashboard KPI Tracking (31:45) - Team Assessment Setup (34:07) - Interpreting Results (35:45) - Focus Zones Resources (37:20) - Transparency With KPIs (42:45) - Five Core Metrics (46:34) - Owner Hours Value (50:53) - From Reporting To Action (53:49) - Collective Support Paths (55:10) - Credits Webinar Next Steps

Marcus and Rachel introduce the Automation Idea Generator from Collected by DBA, a free tool designed to help accounting firm teams identify what to automate, assess ROI, and get started without hiring a consultant. The episode walks through a live demo and breaks down a key distinction the whole firm needs to understand: AI designs the process, automation runs it. They also get honest about the real barrier to adoption in most firms, which isn't the technology, it's the team.SponsorsDiscover.AI -  discover.ai The Automation Idea Generator: https://collective.cpa/automationpromptWatch on YouTubehttps://youtu.be/zIW4hkn8wYwIntroducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (01:15) - Episode Tool Teaser (01:34) - Family Travel Update (05:42) - Why This Free Tool (07:07) - AI Vs Automation Basics (08:38) - Tech Pace And Firm Context (11:25) - Automation Initiative Start (12:47) - Credit To Tool Builders (14:10) - Temporary Tool Mindset (16:31) - Team Training Exercise (18:49) - Evaluating Automation ROI (21:08) - Real Example Prospect Folder (23:06) - Integration Reality Check (28:05) - Demo Begins Tool Link (30:36) - Software Stack Setup (32:12) - File Storage Choices (33:02) - Define the Pain Point (34:06) - Payroll Email Use Case (36:49) - Time Savings and ROI (38:57) - Generate the Prompt (41:10) - Claude Reviews Auto

SponsorsDiscover.AI -  discover.ai Rachel and Marcus pull back the curtain on how DBA rebuilt their accounting firm from the ground up, moving from a structure where everything ran through one person to a three-tiered team model built for scale. They walk through each phase of the transition: defining roles, aligning consistent teams to clients, and building industry specialization that makes advisory conversations sharper and more valuable.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (00:39) - Family Updates (05:16) - Why Team of Three (06:54) - Problems With Silos (10:24) - Client Pain Points (12:01) - Three Roles Explained (15:41) - Model Goals and Benefits (21:11) - Phase One Define Roles (28:39) - Phase Two Align Teams (38:48) - Career Paths and Scaling (43:05) - Wrap Up and Listener Challenge

Marcus and Rachel introduce their rally cry for 2026, "lead change, create impact," and share the four Ps framework (Purpose, Picture, Plan, and Part) they've adopted at DBA and Collective to guide their team through rapid change. They get honest about past missteps, from announcing acquisitions without team buy-in to the temptation of initiating change without living through it. Along the way, they also weigh in on AI's impact on accounting firms and why the runway looks very different depending on who your clients are.SponsorsDiscover.AI -  discover.ai Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (00:53) - Moving to Fort Worth (02:19) - Busy Season Chaos (04:01) - Move In Surprises (06:26) - Leading Change Theme (07:11) - Rally Cry for 2026 (09:15) - Rapid Change Pressures (11:53) - AI Job Impact Talk (17:18) - Tech Savvy Client Story (22:32) - Preparing Team for Change (26:25) - Lessons from 2025 (28:31) - Clarity Beats Resistance (29:47) - Early Acquisition Missteps (31:13) - Intentional Change Mindset (32:16) - Adopting Lencioni Four Ps (34:01) - Purpose Align With Values (36:48) - Clarity Beats Vagueness (43:33) - Picture Define Success (46:52) - Optimist Pessimist Exercise (52:08) - Plan Roadmap And Owners (55:43) - Part Define Everyone Role (58:43) - Recap Repeat And Close

Marcus and Rachel Dillon pick up where they left off, walking through the third major chapter of Dillon Business Advisors: from the shift to fully remote work and the development of their Team of Three model, to two strategic acquisitions that pushed the firm past $6 million in revenue. Marcus also pulls back the curtain on the conversations he's having now with firm owners at every size, from $1M to $250M, about succession, technology, and what it really means to build enterprise value. It's a candid look at where DBA has been and the questions every firm owner should be asking about where the industry is headed.SponsorsDiscover.AI -  discover.ai Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (02:21) - Remote Work Pivot (03:33) - Tech Stack for Remote (06:02) - Exiting Audit Practice (07:27) - PPP and ERC Surge (08:24) - Team of Three Model (14:45) - Rebrand SEO Fallout (18:11) - Capacity and Growth Choices (19:21) - Strategic Acquisitions 2025 (25:14) - Owner Hours and Balance (28:43) - Leadership Retreat Insights (29:35) - Industry Deal Chatter (31:35) - Succession Stewardship Mindset (33:39) - Managing Partner Reality Check (35:50) - Legacy Firms vs Enterprise Value (40:27) - Rollups Create New Niches (45:39) - Optionality and Independence (50:43) - Short Horizon Strategy (52:12) - Team Structure Upskilling (55:38) - Closing Advice and Patience

Marcus and Rachel Dillon reflect on 15 years of Dillon Business Advisors, tracing the firm's origins from a cold-letter acquisition of a $400K book in 2011 through two distinct five-year chapters of growth, tough lessons, and reinvention. They cover the early grind of building stability, a mentor acquisition that didn't go as planned, strategic client block sales, and the unexpected pivot that COVID forced on the firm.SponsorsDiscover.AI -  discover.ai Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (01:00) - Life Updates (06:42) - Recharge Mexico Plans (08:57) - DBA 15 Year Lookback (12:23) - Why Start DBA (18:44) - Leaving Firm For Family (21:20) - Early Goals And Acquisition (24:34) - Scrappy First Years (31:11) - First Five Years Growth (33:49) - 2016 Milestones And Family (37:06) - Acquiring Mentor Practice (38:13) - Culture Clash And New Office (39:52) - Tax Season Chaos And Billing (43:06) - Systems Coach And MRR Push (47:30) - Spinning Off Clients And Office (50:07) - 2019 Focus And Boundaries (54:36) - COVID Remote Shift And Audit Exit (58:29) - Revenue Floor And Margin Goals (01:01:48) - Wrapping Up & Chapter Two

Sandra Koch founded Aurora Consulting Group in 2011 and spent years chasing the dream of a beautiful brick-and-mortar office — then sold the building, went fully remote, and eventually moved to a small coastal town in Baja California with dirt roads and 25 species of whales. She joins Marcus and Rachel to talk about the anxiety of going remote, the grief of letting go of a physical space, and why she now believes her clients get a better version of her than they ever did when she was managing an office.SponsorsDiscover.AI -  discover.ai Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (01:19) - Life in Mexico (02:00) - Firm Origins and Growth (04:05) - Going Fully Remote (12:05) - Client Visits and Meals (13:57) - Client Mixer Playbook (20:23) - Letting Go of Office (24:41) - Remote Hiring and Culture (29:33) - Incentives That Stick (33:44) - Why Retreats Matter (35:12) - Missing The Office Myth (38:46) - Better Owner Better Service (41:46) - 2026 Focus Words (45:01) - Trust Clean Help (46:37) - Science Experiment Mindset (49:55) - Collective Community Impact (54:48) - Closing And Next Steps

Rachel and Marcus pull back the curtain on how Dillon Business Advisors went from zero website leads after a botched domain migration to a packed January calendar full of prospective client meetings. They trace the full lead journey — from SEO recovery and HubSpot automation to referral partner relationships and the pre-call nurturing that warms prospects before Rachel even says hello.SponsorsDiscover.AI -  discover.ai Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - BOSS S5E5 (00:28) - January Survival Recap (02:18) - Sales Calls Surge (04:18) - Rebrand Website Fallout (08:40) - Traffic Drops to Zero (10:38) - Audits and Vendor Lessons (13:12) - Calendar Automation Flow (19:59) - Nurturing Before Calls (22:17) - Where Leads Come From (24:27) - Tax Season Referral Tips (25:25) - Reviews and Testimonials (26:46) - Make Reviews Easy (27:27) - Celebrate Team Wins (28:39) - Track Client Case Studies (30:36) - Lead With Results (32:21) - Discovery Call Agenda (35:07) - Where Leads Come From (36:30) - Referral Partner Outreach (39:22) - Webinars and Playbook (41:54) - Events and Capacity (45:27) - In Person Lead Gen (49:29) - Final Action Steps

Tax season doesn't have to mean overtime, blackout dates, and pizza-party morale boosts. Marcus and Rachel walk through the operational decisions and team structures that keep DBA running at 36 hours a week year-round. From Flex Fridays and unlimited PTO to ditching 1099 prep for annual-only clients, rethinking which client relationships to keep, and using video commentary and text messaging to meet clients where they are.SponsorsDiscover.AI -  discover.ai Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (02:23) - Life Update: Moving to Fort Worth (12:20) - Tax Season Norms and Firm Practices (26:27) - Flexible Work Hours and PTO Policies (28:12) - Transition to Unlimited PTO (31:16) - Team Collaboration and PTO Planning (35:04) - Client Services and Team Structure (45:39) - Refinement and Client Evaluation (48:43) - Tax Advisory Plan (TAP) (55:16) - Concluding Thoughts and Future Plans

Marcus and Rachel sit down with Amy McCarty to unpack the reality of DBA's two 2025 acquisitions—from pre-close team meetings and tech stack migrations to payment processor transitions and the decision to space deals 90 days apart. They share specific timelines, technology consolidation wins and challenges. This is the acquisition conversation focused on what happens after everyone stops congratulating you.SponsorsDiscover.AI -  discover.ai Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Introduction and Guest Welcome (00:47) - Amy Background and Role (02:36) - Discussing Recent Acquisitions (04:20) - Growth and Team Expansion (07:15) - Pre-Acquisition Planning (13:56) - Onboarding and Integration (28:57) - Introduction to the 2025 Tech Stack (29:32) - Building the Azure Environment (30:24) - First Acquisition: Technology Integration (33:20) - Second Acquisition: Technology Integration (37:33) - Managing Legacy Systems (46:36) - Payment Systems and Client Invoicing (50:44) - Engagement Letters and Standardization (53:10) - Conclusion and Future Plans

Rachel and Marcus unveil the DBA Impact Fund, a donor-advised fund through National Christian Foundation that channels 1% of every revenue dollar toward charitable causes. They share how they chose Living Water International as their primary charity partner, including plans to purchase and install water wells with the team in 2027, and explain their unique approach to employee giving through $1,000 birthday gifts to charities of each team member's choice.SponsorsDiscover.AI -  discover.ai Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Introduction and New Year Greetings (01:00) - Defining Positive Impact (02:09) - Reflecting on 2025 and Setting 2026 Goals (06:35) - Creating the DBA Impact Fund (08:59) - Implementing the DBA Impact Fund (16:01) - Choosing Living Water International (18:15) - Mission Trip Experiences (24:19) - Reflecting on Past Experiences (24:51) - Living Water Mission Trips (25:54) - Roles and Responsibilities on Trips (26:38) - Engaging with Local Communities (27:17) - Fun and Games with Children (28:25) - DBA Impact Fund Introduction (30:43) - Celebrating Birthdays and Anniversaries (34:32) - Measuring Impact and Sharing Stories (36:01) - Supporting Team Members (38:24) - Creating a Culture of Gratitude (40:56) - Setting Up Impact Channels (43:20) - Conclusion and Future Goals

Marcus and Rachel break down the five essential KPIs that drive firm value, using real data from over 200 accounting firms. They reveal how the average firm in their network decreased owner production hours by 12% while growing revenue by 10%, and share the exact backwards mapping framework they use to identify which levers to pull for improvement. Marcus also walks through DBA's 2024 price increase strategy that netted a 4% revenue gain despite losing $12,000 in monthly recurring clients.SponsorsDiscover.AI -  discover.ai Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Introduction and Life Updates (06:28) - Transition to Business Discussion (07:32) - Key Performance Indicators (KPIs) Overview (12:36) - Gross Revenue Insights (17:15) - Monthly Recurring Revenue (MRR) (22:07) - Revenue per Full-Time Equivalent (FTE) (26:13) - Earnings Before Owner Compensation (EBOC) (27:24) - Understanding EBOC and Valuation (28:43) - Profitability Trends and Analysis (29:44) - EBOC and Market Attractiveness (31:59) - Owner Production Hours and Efficiency (36:21) - Leveraging KPIs for Business Improvement (37:23) - Real-Life Examples of Business Levers (38:41) - Price Increases: Strategy and Impact (48:52) - Backward Mapping for KPI Improvement (52:30) - Final Thoughts and Encouragement

Rachel and Marcus break down their year-end team retreat planning process, from the leadership framework they used to set 2026 goals to the logistics of bringing 25+ remote team members together. They share what they celebrate with their team, why financial transparency has built trust, and how they structure two days to focus on relationships rather than technical content. After doubling revenue through two acquisitions and organic growth, they explain why their 2026 focus shifts from "growth, not comfort" to "lead change, create impact."SponsorsDiscover.AI -  discover.ai Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (00:58) - Team Retreat Overview (04:15) - Leadership Planning Framework (13:08) - Retreat Logistics and Preparation (22:45) - Additional Retreat Activitiesy (31:05) - Spouses and Team Bonding (33:36) - Cost-Effective Team Events (34:27) - Leadership Team Goals and Transparency (37:35) - Retreats and Team Structure (38:50) - Team Changes and Vision Alignment (40:48) - Future Direction and Goals (52:40) - Wrapping Up and Looking Ahead

Nick Liguori shares how he transformed his New Hampshire accounting firm into a med spa specialist, growing to seven employees and approaching $1 million in revenue within five years. He discusses the strategic decision to niche down despite losing legacy clients, implementing Team of Three for better delegation and scalability, and cutting client onboarding time from 60 days to 30 days. Nick also reveals his pricing evolution from $200/month packages to $2,000+ premium services, plus how industry specific conferences can generate better ROI than traditional marketing.SponsorsDiscover.AI -  discover.ai Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (01:03) - Nick's Background and Firm Overview (01:49) - Best Advice Ever Received (04:06) - Finding a Niche in the Med Spa Industry (09:42) - Marketing Strategies for Med Spa Clients (15:47) - Service Tiers and Team Structure (23:21) - The Role of Keeper in Streamlining Processes (27:15) - Future Goals and Revenue Targets (29:03) - Reducing Client Onboarding Time (34:17) - Reflections on Starting a Firm (35:36) - Pricing Evolution and Onboarding Fees (38:54) - Benefits of Working with Collective by DBA

Marcus and Rachel recap Gather 2025, their fall event that brought 105 firm owners, leaders, and team members together in Grapevine, Texas. They walk through the four Ps framework for change management (purpose, picture, plan, and part) and share highlights from sessions on KPIs, firm valuation, AI agents, and collaborative problem-solving.SponsorsDiscover.AI -  discover.ai Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (01:45) - Event Details and Attendees (04:05) - Feedback and Highlights (09:10) - Upcoming Events (10:57) - Opening Session Insights (18:22) - Change Management Framework (23:14) - The Four Ps of Leading Through Change (24:53) - Importance of Defining Roles in Change (25:50) - Reflecting on Past Change Management (26:20) - Challenges for Leaders in Communicating Change (27:23) - Personal and Team Leadership in Change (28:10) - Event Recap: Setting the Stage for Success (31:22) - Diving into KPIs and Firm Performance (34:14) - Case Studies and Mastermind Groups (39:12) - Firm Challenges and Collaborative Solutions (42:58) - Innovative Use of AI and Technology (48:01) - Concluding Thoughts and Future Plans

James and Cindy Buss join Rachel and Marcus to share their 20-year journey building Buss CPA in Hartford, South Dakota, from surviving the 2008 recession to transforming their business model around fixed-fee engagements. The conversation covers their transition from hourly billing to monthly recurring revenue, navigating price increases, building a committee-based client acceptance process, and what it's really like when the operations manager gives her retirement notice years in advance. Both couples offer candid insights about communication, community support, and why treating clients well matters more than perfect execution.Learn More About Buss CPAhttps://busscpa.us/Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (00:38) - Meet James and Cindy Buss (02:55) - James Introduces the Firm (06:50) - Cindy Shares Personal Life (18:15) - Cindy's Retirement Plans (21:55) - Evolution of the Firm (28:50) - Budgeting and Fee Structures (30:21) - Impact of Economic Downturns (31:59) - Goals and Initiatives (42:56) - Onboarding Fees and Client Management (48:09) - The Importance of Community and Peer Networks (58:05) - Conclusion and Final Thoughts

Fletcher Wimbush from Discovered.AI joins the show to tackle one of the biggest challenges facing CPA firms today: finding and hiring quality talent. Fletcher shares his proven interviewing techniques, including the career performance history interview, strategic reference checking, and assessment tools that help predict candidate success. Learn why integrity trumps experience, how to compress your hiring timeline to just five days, and why becoming an "employer of choice" requires more than just offering remote work options.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (00:53) - Fletcher's Background and Experience (02:38) - Best Hiring Advice (03:26) - Defining Integrity in Business (05:08) - Challenges in Talent Acquisition (06:29) - Techniques for Assessing Integrity (13:41) - Current Hiring Landscape (17:06) - Becoming an Employer of Choice (19:18) - Remote vs. In-Office Work (26:06) - Effective Interviewing Techniques (28:00) - Candidate Selection and Structured Interviews (30:31) - Key Interview Questions (34:38) - Reference Checks and Integrity (40:28) - Efficient Interview Process (47:13) - Final Thoughts and Resources

Rachel and Marcus reveal how they use organizational charts as a strategic tool for firm growth at Dillon Business Advisors. They walk through their process of identifying bottlenecks, defining roles before hiring, and evolving from a chaotic "spider web" structure to their streamlined team-of-three model. Learn how mapping out future roles, including their new tax advisory service line and CSM assistant positions, helps them scale intentionally while maintaining client service quality and avoiding the trap of reactive hiring.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Introduction and Recap (01:26) - Strategic Growth and Acquisition (04:09) - Defining Roles and Responsibilities (06:29) - Identifying Bottlenecks and Capacity (10:56) - Additional Metrics (16:42) - Roles and Responsibilities (19:55) - Utilizing Part-Time and Remote Team Members (26:58) - Expanding Tax Advisory Services (35:38) - The Value of Clear Team Structure

Tim Abbott shares his journey from merging his small practice into MJ Vanden Brook in 2012 to becoming the third-generation owner of the 50-year-old firm. He discusses two major acquisitions, including modernizing operations from clipboards to cloud technology, and reveals why keeping previous owners around for 2-3 years led to high client retention rates.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Introduction and Welcoming Tim Abbott (01:08) - Tim Abbott's Background and Firm Overview (02:50) - Team Structure and Work Environment (04:12) - Personal Life and Family (05:22) - Best Advice Received (06:48) - Journey to Business Ownership (08:13) - First Acquisition and Modernization Efforts (11:34) - Second Acquisition and Transition Challenges (18:49) - Client Transition and Relationship Management (20:49) - Lessons from Recent Acquisitions (22:15) - Challenges with Referral Sources (24:31) - Surprises Post-Acquisition (27:29) - Evaluating Buy vs. Build (32:25) - Current Goals and Initiatives (40:22) - Importance of Peer Relationships (44:27) - Looking Ahead: Future Plans (46:39) - Conclusion and Contact Information

Rachel and Marcus share their approach to "improvement season" - the strategic summer months between tax deadlines when most accounting firms slow down. They break down their four-part framework of recharge, review, refocus, and refine, revealing how they used this time to tackle everything from cybersecurity upgrades to team candor training after completing a firm acquisition. The duo candidly grade their own performance while discussing the challenges of maintaining momentum when team members are taking well-deserved vacations.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (00:55) - Family Updates (03:01) - Accounting Firm's Busy Season (03:44) - Improvement Season Concept (07:51) - Recharge: Rest and Relaxation Strategies (15:54) - Review: Analyzing Feedback and Performance (22:49) - Refocus: Aligning with Mission and Vision (24:56) - Refine: Setting Goals and Execution Plans (28:43) - Technology and Security Enhancements (35:03) - Soft Skills and Team Dynamics (39:15) - Client Alignment and Service Models (43:34) - Growth Strategies and Future Planning (49:46) - Conclusion and Final Thoughts

Matt Kidd joins us and shares how he transformed a traditional 1040 firm into a hybrid practice offering both tax services and wealth management after acquiring a $400K firm at age 26. He breaks down the practical steps of adding an RIA to your CPA practice, from choosing between broker-dealers and registered investment advisories to navigating compliance requirements and team buy-in. Matt also discusses his strategy of trading high-volume tax clients for higher-value financial planning relationships and why the "good enough" mentality has been crucial to his firm's evolution.Connect with Matt Kiddhttps://www.blundenkidd.com/who-we-are/matthew-s-kiddhttps://www.linkedin.com/in/matthewkiddcpaIntroducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (01:39) - Matt Kidd's Background and Firm Acquisition (03:08) - Challenges and Changes in the Firm (04:34) - Social Director and Best Advice (08:45) - Firm Structure and Remote Work (10:37) - Expanding Services: Financial Planning and Wealth Management (13:48) - Client Conversion and Relationship Building (24:17) - Navigating Financial Advisor Relationships (28:20) - Understanding Financial Planning Routes (29:36) - Broker Dealers vs. RIAs (30:38) - Turnkey Asset Management Providers (TAMPs) (31:44) - Choosing the Right Financial Model (42:54) - Growth and Client Retention Strategies (46:23) - Networking and Professional Development

Rachel and Marcus share their journey of learning when and how to delegate responsibilities as their firm grew from $400K to over $3M in revenue. They break down specific tasks that should be delegated at different revenue milestones, from administrative work in the early days to entire service lines as the business scales. The conversation covers common delegation mistakes, the importance of building processes before handing off responsibilities, and why thinking in terms of roles rather than individual people creates better outcomes for everyone.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (02:19) - Transitioning to Empty Nesters (04:54) - Mastermind Group Insights (06:04) - The Art of Delegation (08:35) - Delegation Strategies and Examples (15:34) - Growth and Organizational Changes (17:31) - Early Delegation Experiences (27:27) - The Importance of Role-Based Org Charts (29:37) - Streamlining Operations for Better Client Service (34:43) - Shadowing and Training for Effective Delegation (37:33) - Evolving the Interview Process (43:56) - Onboarding Evolution and Best Practices (48:15) - The Role of Structure and Processes in Delegation (52:00) - Final Thoughts on Delegation and Growth

Shawn Gubler of Kinexus CPAs shares how he transformed his approach to firm ownership by taking vacations during tax season, building meaningful partnerships, and creating systems that allow his team to thrive without him. He discusses the challenges of growing from $1-3 million in revenue, the importance of hiring people who will challenge you, and why giving more than you take has been the foundation of his success. Shawn also opens up about the value of one-on-one advisory relationships and how stepping back as an owner has actually improved client service and team development.Connect with Shawnhttps://stgcpas.com/https://www.linkedin.com/in/shawn-gubler-10a92b5Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Introduction and Guest Welcome (00:57) - Shawn's Personal Background (04:35) - Best Advice Received (05:36) - Kinexus CPA Team and Firm Structure (08:02) - Growth and Client Services (22:04) - Hiring Trends and Market Shifts (25:07) - Current Goals and Initiatives (26:35) - Breaking Through Plateaus (33:57) - Client Relationships and Succession Planning (42:10) - Starting a Firm: Lessons Learned (49:01) - The Importance of Advisory Relationships (53:21) - Conclusion and Final Thoughts

Nate Goodman shares his remarkable journey from starting a church bookkeeping practice in 2019 to building a $1.7 million CPA firm by age 29. He opens up about the challenging early years that included eating rice and beans to survive, studying for the CPA exam with a newborn during COVID, and making crucial pivots that transformed his struggling practice into a thriving business.Connect with Natehttps://goodmancpa.llc/Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (01:04) - Nate's Personal and Professional Background (02:03) - Starting the Firm and Early Challenges (05:53) - Advice and Inspirations (07:45) - Connecting with Collective by DBA (10:21) - Firm Growth and Acquisitions (21:58) - Hurricane Helene and Overcoming Adversity (24:46) - Firm's Work Setup: In-Office, Remote, and Hybrid (27:00) - Challenges and Successes in Hiring Remote Talent (31:35) - Mentorship and Team Dynamics (35:10) - Advice to Younger Self and Current Focus (38:33) - Client Metrics and Performance Bonuses (41:34) - Sales Team Structure and Compensation (43:29) - Client Focus and Work-Life Balance (47:54) - Building a Peer Network and Community (51:33) - Final Thoughts and Contact Information

After spending 20 and 30 years respectively at their previous firm, Anna and Gwen made the leap to start Hodges and Hergenrader in October 2023, and the results speak for themselves. In just 18 months, they've built a thriving practice with 177 new clients, $1.7M in revenue, and a team that doesn't work overtime during tax season. They join Rachel and Marcus to share the real story behind their dining room table planning sessions, why they chose to open two offices from the start, and how focusing on monthly services instead of just tax returns transformed their approach to client relationships.Connect with Anna and Gwenhttps://www.handhadvisors.com/ Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (01:50) - Personal Backgrounds of Gwen and Anna (05:13) - Best Advice Ever Received (07:55) - Starting a New Firm: Challenges and Successes (08:39) - Firm Operations and Client Services (15:57) - Team Building and Hiring Practices (21:00) - Early Days and Setting Up the Firm (29:04) - Securing Office Space in Raleigh and Wilmington (31:53) - Balancing Work and Personal Life (34:19) - Reflecting on Business Challenges (36:21) - Learning from Experience (45:31) - Future Goals and Initiatives (48:44) - The Value of Community Support (52:57) - Final Thoughts and Gratitude

Rachel and Marcus dive into planning their upcoming Mexico retreat for all 26 Dillon Business Advisors team members and spouses. After surveying their team using Patrick Lencioni's Five Dysfunctions framework, they discovered areas for improvement in conflict resolution and peer accountability that will shape their four-day agenda. The conversation covers everything from budget-friendly international retreats to turning team weaknesses into connection opportunities. Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (05:15) - Summer Plans and Team Retreats (06:22) - Planning the Mexico Retreat (09:03) - Team Building and Improvement Initiatives (16:05) - Five Dysfunctions of a Team (25:06) - Planning the Retreat Agenda (26:32) - Team Transparency and Goals (28:43) - Mid-Year Check-In (33:29) - Turning Conflict into Connections (38:26) - Cell Phone Security (40:11) - Client Categorization (44:43) - Permission for Peer Accountability (46:47) - Team Building Activities (49:22) - Final Thoughts and Logistics

The traditional 1X revenue multiple for accounting firms is becoming a relic of the past, with some firms now commanding 4-6X EBITDA valuations. This episode explores the difference between selling a client block versus a true business, the rise of private equity platforms, and what really drives firm valuations in today's market. From acquihires to equity rolls, Marcus and Rachel break down deal structures, share real examples, and discuss what sellers need to watch out for in purchase agreements.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (00:34) - Reflecting on Milestones and Emotions (01:57) - Transition to Empty Nesters (02:07) - Celebrating Life's Seasons and Looking Ahead (03:14) - Discussion on Mergers and Acquisitions (M&A) (06:23) - Valuation and Growth Strategies (08:14) - Challenges and Opportunities in Acquisitions (09:38) - Owner's Role Post-Acquisition (21:03) - Employment Contracts and Budget Considerations (23:59) - Building Sustainable Businesses (26:03) - Understanding Firm Valuation and Cash Components (28:05) - Equity Roll and Future Growth Potential (31:05) - Private Equity and Strategic Buyers (34:02) - Marketing and Sales Considerations for Selling (35:37) - Navigating Deal Terms and Guarantees (36:57) - Organic Growth and EBITDA Challenges (39:08) - Acquisition Strategies and Personal Experiences (43:09) - Building Relationships and Learning from Others (48:10) - Final Thoughts and Encouragement

Rachel and Marcus recap their recent RECHARGE conference, an in-person event for accounting firm owners that fostered deep discussions on KPIs, firm valuations, and incentivizing team performance. They highlight key takeaways including how current M&A deals are structured, the importance of optimizing Google Business Profiles, and practical automation tools that attendees implemented within days. The hosts emphasize the value of prioritizing one or two meaningful improvements rather than attempting everything at once, reflecting on how the collective wisdom of the community continues to shape growth for everyone involved.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (01:04) - Recap of Recent Events and Busy Schedules (02:40) - The Impact of Recharge Conference (05:14) - Day 1 Highlights: Welcome Reception (08:38) - Day 2 Highlights: Breakfast and Morning Sessions (16:55) - Key Performance Indicators (KPIs) Session (23:04) - Mergers and Acquisitions (M&A) Insights (29:30) - Understanding Business Valuation (30:56) - Automation AI, and IT (42:13) - Marketing Strategies and Google Business Profiles (49:12) - Team Incentives and Performance (52:27) - Recruiting and Hiring Best Practices (55:15) - Final Recap and Future Plans

Rachel and Marcus are joined by Amy McCarty to discuss DBA's recent acquisition of a St. Louis-based accounting firm on January 31st - right in the middle of tax season. They explore the challenges of integrating different technology systems, managing team expectations, and maintaining client relationships during this critical period. Despite the timing challenges, the team shares how they've already recouped their down payment in revenue and gained valuable insights about client service, team integration, and technology transitions that will shape their future growth strategies.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (01:15) - Amy's Background and Role at DBA (05:02) - Insights and Advice from Amy (07:45) - Acquisition Update: Overview and Initial Steps (09:28) - Acquisition Details and Integration Challenges (13:51) - Why We Did This During Tax Season (23:54) - Technology Transition and Future Plans (30:37) - Client Communication and Software Integration (33:14) - Team Member Updates and Roles (34:37) - Challenges and Reflections (40:44) - Client Feedback and Retention (43:53) - Biggest Challenges and Wins (51:48) - Aligning with Company Values (55:06) - Final Thoughts and Future Plans

Rachel and Marcus discuss the critical period between April 15th and August 15th, which they call "improvement season" for accounting firms. They outline a structured approach to maximizing this time, starting with intentional rest and recovery, collecting team feedback while experiences are fresh, refocusing on core values, and refining processes and client relationships. They emphasize making hard decisions early during this period to test changes during extension season and set the firm up for greater success in the following year.Get Our Free Improvement Season Resource Guidehttps://collective.cpa/improvement-season-downloadIntroducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:28) - Welcome and Family Updates (06:07) - Dylan Business Advisors: Improvement Season (10:49) - Rest and Recharge After Tax Season (20:13) - Collecting Feedback and Celebrating Team (25:42) - Team Incentives and Remote Work Challenges (28:18) - Transforming Team Structure and Celebrations (30:55) - Planning Retreats and Celebrations Mindfully (33:58) - Importance of Improvement Season (38:51) - Making Hard Decisions for Team and Client Management (46:36) - Refining Processes and Team Structure (50:53) - Improvement Season Guide and Final Thoughts

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 profitabilityIntroducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (00:51) - Dylan Business Advisors Firm Update (01:53) - Acquisition of Remote Accounting Firm (02:20) - Challenges and Adjustments Post-Acquisition (04:53) - The Bottleneck Issue in Small Accounting Firms (08:39) - Team Structure and Efficiency Improvements (12:34) - Capacity Management and Client Prioritization (16:02) - Implementing Changes and Overcoming Challenges (19:27) - Reflecting on Progress and Future Plans (29:18) - Balancing Work and Personal Life (31:03) - Identifying Ideal Clients and Setting Boundaries (34:17) - Team Collaboration and Recap (36:03) - Client Bottlenecks and Solutions (46:06) - Exiting Non-Ideal Clients (52:43) - Evaluating Service Lines (57:24) - Final Thoughts and Resources

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.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (06:27) - Main Topic Introduction: Identifying Bottlenecks in Accounting Firms (07:32) - Common Bottlenecks: The Owner's Role (08:51) - Delegation and Team Structure (18:30) - Reorganizing the Team: Overcoming Capacity Issues (21:10) - Team Structure and Collaboration (24:50) - Implementing the Team of Three (29:36) - Challenges and Benefits of Role Allocation (32:34) - Delegation and Capacity Management (37:41) - Transitioning and Elevating Roles (45:26) - Final Thoughts and Recommendations

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.Connect with Doug Lewishttps://www.linkedin.com/in/dlewis715https://thinkvisionary.com/team/doug-lewis/Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (01:48) - Doug Lewis: Professional Background (04:08) - Doug Lewis: Personal Life (05:25) - The M&A Landscape in Accounting (08:57) - The Best Advice You Ever Recieved (12:23) - The Evolution of Visionary Group (16:13) - Current Trends in M&A (23:21) - Valuation and Growth Strategies (26:36) - What Buyers Are Looking For (34:36) - Identifying Current Buyers in the Market (36:46) - Types of Business Transactions: Acquisition, Merger, and Hybrid (39:48) - Increasing Firm Value: Key Strategies (47:46) - The Importance of Client Relationships (53:50) - Biggest Misconceptions on Seller Side (56:24) - Future of M&A in the Accounting Profession (01:00:11) - Final Thoughts and Recommendations

Rachel and Marcus pull back the curtain on their recent acquisition of a CPA firm in St. Louis, sharing intimate details about their decision-making process and due diligence approach. They discusses everything from their old-school strategy of sending physical letters to potential sellers, to the critical importance of cultural alignment and preserving DBA's remote-first culture. Through personal anecdotes and practical insights, they reveal how prayer, professional counsel, and careful planning guided them through evaluating and ultimately closing a deal that will grow their firm by 20%.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (02:10) - Family Updates: College and High School (05:46) - Acquisition Process and Strategy (16:23) - Due Diligence and Integration (26:28) - Key Team Members and Their Roles (27:48) - Challenges and Considerations in Client Relationships (29:51) - Cultural Alignment and Remote Work (36:12) - Technology Integration and Changes (41:23) - Client Retention and Transition Strategies (49:57) - Discernment and Decision-Making Process (54:51) - Final Thoughts and Moving Forward

Recruiting expert John Randolph pulls back the curtain on what it really takes to find and hire great accounting talent in today's market. Through candid discussion of compensation ranges, recruitment timelines, and workplace flexibility, John shares practical insights on why traditional hiring methods often fall short and what firms can do differently. This episode offers both tactical hiring advice and strategic perspectives on building a workplace culture that helps retain top talent, making it valuable for firm owners struggling with recruitment or looking to protect their team from competitor poaching.(00:00) - This is Who's Really the Boss (00:49) - John Randolph's Background and Business (03:54) - Best Advice Ever Given (06:03) - How We Met John Randolph (08:16) - Challenges in Hiring and Recruitment (16:01) - Engaging and Retaining Talent (23:52) - What Candidates Look For (28:40) - Discussing Compensation Ranges for Different Roles (29:31) - Factors Influencing Compensation (30:50) - Compensation for Tax Managers and Advisors (32:35) - Geographical Impact on Compensation (34:12) - Remote, Hybrid, and In-Office Work Preferences (37:22) - Effective Interview and Hiring Strategies (45:21) - Protecting Your Team from Recruiters (50:12) - When to Use a Recruiter and How to Choose One (56:56) - Conclusion and Final Thoughts Connect with Johnhttps://www.linkedin.com/in/johnrandolphhttps://benaiahcg.com/Listen to the CPA Life Podcast https://podcasts.apple.com/us/podcast/cpa-life/id1669117954Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Rachel and Marcus dive into how the principles from James Clear's Atomic Habits shaped both their personal lives and their accounting firm's transformation from 2016 onwards. They share three key principles they continue to use: making changes obvious and easy, designing supportive environments, and aligning habits with identity and values. Through candid examples - from their firm's transition to remote work to implementing transparent leadership practices - they demonstrate how small, consistent changes can lead to significant business and personal transformation.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (01:07) - Challenges of Maintaining New Year Resolutions (02:14) - Gym Experiences and Accountability (05:16) - The Impact of Atomic Habits (08:26) - Implementing Atomic Habits in Business (11:40) - Stronger U (14:48) - Staying Consistent (22:50) - Remote Work and Environment Design (32:13) - Identity-Based Habits and Values (43:30) - Conclusion and Final Thoughts

Rachel and Marcus dive into their approach to goal-setting for 2025, sharing both their firm's strategic objectives and personal development targets. They explore how breaking down larger goals into measurable chunks and establishing multiple layers of accountability helps ensure follow-through, even during challenging periods like tax season.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (03:46) - Upcoming Events and Announcements (06:03) - New Year's Resolutions and Goals (13:59) - Firm Goals and Strategies for 2025 (28:35) - Technology Assessment and New Hire (31:42) - Setting and Reassessing Goals (35:42) - Team Development and Training (39:02) - Personal and Professional Accountability (49:11) - Measurable Personal Goals for 2025 (53:59) - The Importance of Accountability

Rachel and Marcus outline the key strategic decisions they're making at their $3M accounting firm as they plan for continued growth in 2025, including streamlining their technology stack, restructuring team capacity, and preparing for potential acquisitions. They discuss how they're managing recent team transitions and implementing new roles like subject matter experts to create advancement opportunities. The conversation provides a transparent look at how they're positioning their established firm for its next phase of growth while maintaining their culture and service quality.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (00:34) - New Year: Family Updates (02:33) - Business Decisions for 2025 (03:17) - Firm Structure and Client Services (08:07) - Technology and Tools Evaluation (21:17) - Team Structure and Capacity Planning (24:41) - Departing Team Members (31:07) - Organic Growth Strategies (39:37) - Acquisition Strategies and Lesson's Learned (44:21) - Conclusion and Community Support

Attorney Sara Sharp shares her unique perspective on the evolving landscape of accounting firm ownership, compliance challenges, and acquisition trends. Drawing from her experience handling numerous accounting practice deals, she discusses creative alternatives to traditional partnership models, including phantom equity plans that align team member incentives without the complexities of direct ownership. The conversation explores common compliance pitfalls for modern firms with remote workers, the surge in accounting practice acquisitions by non-traditional buyers, and how younger firm owners are reshaping industry norms around work-life balance and profitability.Connect with Sara:https://www.skandslegal.com/sara-sharphttps://www.linkedin.com/in/sara-sharp-9a2a98bIntroducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (00:42) - Sara Sharp's Background and Expertise (04:21) - Best Advice Ever Received (07:36) - Client Attorney Privilege and Compliance (14:03) - Employee Handbook and PTO Policy (19:12) - Ownership Alternatives and Phantom Equity (23:45) - Valuation Challenges and Internal Loans (24:52) - Incentivizing Key Team Members (26:59) - Ownership and Leadership Dynamics (29:27) - Current Deals and Busy Season (31:17) - Trends in Business Acquisitions (37:46) - Future of the Accounting Industry (40:29) - Balancing Profit and Quality of Life (45:46) - Final Thoughts and Wrap-Up

Rachel and Marcus dive deep into their marketing experiments at DBA, including a candid discussion of spending $500,000 on initiatives that didn't quite work out as planned. They share valuable insights about the importance of clearly defining your ideal client and services before investing in any marketing efforts, whether internal or outsourced. The conversation explores their successful strategy of client block exits and how they've ultimately found better growth through nurturing existing client relationships rather than aggressive marketing campaigns.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (04:30) - Personal Update and Marketing Challenges (09:10) - Marketing Strategies and Client Management (13:14) - Determining Ideal Clients (21:15) - Grading Clients and Exit Strategies (28:24) - Evaluating Service Lines (31:30) - Outsourced Marketing vs Internal Teams (43:06) - Experiments with Lead Generation (49:25) - Refocusing Growth Strategies (53:04) - Creative Marketing Approaches (54:35) - Conclusion and Future Plans

Rachel and Marcus are joined by DBA team member Lezlie Reeves to share how their firm successfully managed concurrent extended leaves. They share their detailed approach to documentation, training support staff, and maintaining client service standards during extended leave periods. Their experience demonstrates how small firms can create sustainable coverage plans while ensuring team members fully disconnect during parental leave, ultimately leading to improved processes and team growth.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the BOSS? (03:23) - Maternity Leave Experiences (07:21) - Team Structure and Documentation (12:09) - Training and Preparation for Leave (17:33) - Implementation and Support During Leave (25:12) - April's Client Management Training (28:17) - Roles and Responsibilities Breakdown (32:17) - Client Communication Strategies (33:57) - Concerns and Apprehensions (36:47) - Successful Outcomes and Benefits (45:44) - Areas for Improvement (50:38) - Final Thoughts and Acknowledgements

Rachel and Marcus dive into how their accounting firm successfully converted two major clients into comprehensive monthly service relationships - one transitioning from annual tax services and another expanding their existing monthly engagement. They break down how establishing trust and proving value over time led these clients to naturally seek out additional services, rather than requiring hard selling tactics. The episode reveals practical insights about client communication, pricing strategies, and the shift from being viewed as a transactional service provider to becoming an integral part of clients' business operations.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the BOSS (00:35) - Family Updates (05:36) - What Our Episode is About Today (06:16) - Converting Clients to Monthly Services (10:27) - Client Case Study: From Annual to Monthly Services (15:49) - Building Trust and Long-Term Relationships (22:26) - Client Service Manager Role Clarification (22:56) - Defining Service Expectations (27:47) - Cost-Benefit Analysis of Services (36:14) - Family Business Dynamics (38:44) - Evolving Client Relationships (40:14) - Advisory vs. Transactional Services (41:28) - Making Strategic Business Changes (46:16) - Final Thoughts and Encouragement

Ben Gabriel joins Rachel and Marcus to discuss the transformative power of peer groups and advisory services for accounting firm owners. They explore how these communities provide a safe space for leaders to share challenges, celebrate successes, and gain valuable insights from others facing similar situations. The conversation delves into common issues like capacity planning and team management, highlighting how collaboration and accountability can drive personal and professional growth in the accounting industry.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss? (01:45) - Ben Gabriel Joins the Show (07:18) - Grandmother's Wisdom: Best Advice Ever Received (11:15) - Working with Ben: Past and Present Collaborations (13:20) - The Power of Mastermind Groups and Peer Support (18:53) - Reflecting on Successes and Challenges (23:04) - The Importance of Safe Spaces for Idea Sharing (26:09) - The Power of Peer Support (29:33) - Recent Challenges Brought Up in Peer Groups (33:09) - Defining Personal and Professional Goals (38:25) - The Importance of Community and Accountability (43:53) - Sharing and Growing in Groups (52:26) - Connecting with Your Group

Rachel and Marcus dive deep into their firm's evolution of time tracking and practice management, from old-school stamps to modern software solutions. Despite moving beyond billable hour pricing, they discuss how they leverage time data for capacity planning, pricing decisions, and firm valuation, Rachel and Marcus offer practical insights on implementing and refining time tracking processes, balancing efficiency with data-driven decision making in a virtual environment.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaFor more information about GRIP, visit: https://collective.cpa/gripLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (02:35) - Family Updates (07:08) - Beyond the Billable Hour (08:48) - Importance of Tracking Time (12:45) - Capacity Planning and Efficiency (23:20) - Increasing Capacity (26:10) - Team Structure and Specialization (28:03) - Software Evolution in DBA (32:30) - Invoicing Practices and Client Management (41:53) - Balancing Technology and Manual Processes (51:36) - Optimizing Team Capacity and Efficiency (55:09) - The Value of Excess Capacity in M&A (56:47) - Conclusion and Final Thoughts

This episode explores the intersection of popular business operating systems like EOS (Entrepreneurial Operating System) and tailored solutions for accounting firms. Christine Nietzke, ODCP shares insights on the benefits and limitations of EOS implementation, while introducing the GRIP (Goal Ready Implementation Plan) approach developed by Collective by DBA. The conversation highlights the value of having a comprehensive blueprint for firm success, emphasizing the role of discipline, organization, and team effort in achieving business goals.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaFor more information about GRIP, visit: https://collective.cpa/gripLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really The BOSS? (01:01) - Christine's Career Journey (04:24) - Christine's Role and Contributions (07:07) - Best Advice Ever Given (08:28) - Deep Dive into EOS (14:33) - Becoming an EOS Implementer (20:17) - Challenges and Client Stories (25:40) - The Importance of Structured Meetings (27:45) - Maximizing Existing Tools for Efficiency (33:13) - Introducing GRIP: A Blueprint for Success (38:50) - Team Collaboration and Accountability (49:36) - The Role of Discipline and Organization (51:58) - Conclusion and Final Thoughts

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/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: 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

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/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: 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