Who's Really the BOSS?

DBA 3.0: Remote Work, Team of Three, and the Reinvention That Took 15 Years

Marcus Dillon, Rachel Dillon — Mon, 13 Apr 2026 04:00:00 -0700

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.

Sponsors
Discover.AI - discover.ai

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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(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
(26:18) - Owner Hours and Balance
(29:47) - Leadership Retreat Insights
(30:39) - Industry Deal Chatter
(32:39) - Succession Stewardship Mindset
(34:43) - Managing Partner Reality Check
(36:54) - Legacy Firms vs Enterprise Value
(41:31) - Rollups Create New Niches
(46:43) - Optionality and Independence
(51:47) - Short Horizon Strategy
(53:16) - Team Structure Upskilling
(56:42) - Closing Advice and Patience

15 Years of DBA: The Origin Story

Marcus Dillon, Rachel Dillon — Mon, 30 Mar 2026 04:00:00 -0700

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.

Sponsors
Discover.AI - discover.ai

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
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Download the Earmark CPE App
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(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
(22:24) - Early Goals And Acquisition
(25:38) - Scrappy First Years
(32:15) - First Five Years Growth
(34:53) - 2016 Milestones And Family
(38:10) - Acquiring Mentor Practice
(39:17) - Culture Clash And New Office
(40:56) - Tax Season Chaos And Billing
(44:10) - Systems Coach And MRR Push
(48:34) - Spinning Off Clients And Office
(51:11) - 2019 Focus And Boundaries
(55:40) - COVID Remote Shift And Audit Exit
(59:33) - Revenue Floor And Margin Goals
(01:02:52) - Wrapping Up & Chapter Two

Running a Remote Accounting Firm From a Mexican Beach

Marcus Dillon, Rachel Dillon — Mon, 16 Mar 2026 04:00:00 -0700

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.

Sponsors
Discover.AI - discover.ai

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
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Download the Earmark CPE App
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(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
(25:45) - Remote Hiring and Culture
(30:37) - Incentives That Stick
(34:48) - Why Retreats Matter
(36:16) - Missing The Office Myth
(39:50) - Better Owner Better Service
(42:50) - 2026 Focus Words
(46:05) - Trust Clean Help
(47:41) - Science Experiment Mindset
(50:59) - Collective Community Impact
(55:52) - Closing And Next Steps

Building a Referral Pipeline That Actually Works

Marcus Dillon, Rachel Dillon — Mon, 02 Mar 2026 04:00:00 -0800

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.

Sponsors
Discover.AI - discover.ai

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
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Download the Earmark CPE App
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(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
(21:03) - Nurturing Before Calls
(23:21) - Where Leads Come From
(25:31) - Tax Season Referral Tips
(26:29) - Reviews and Testimonials
(27:50) - Make Reviews Easy
(28:31) - Celebrate Team Wins
(29:43) - Track Client Case Studies
(31:40) - Lead With Results
(33:25) - Discovery Call Agenda
(36:11) - Where Leads Come From
(37:34) - Referral Partner Outreach
(40:26) - Webinars and Playbook
(42:58) - Events and Capacity
(46:31) - In Person Lead Gen
(50:33) - Final Action Steps

Tax Season Doesn't Have to Control Your Firm

Marcus Dillon, Rachel Dillon — Mon, 16 Feb 2026 04:00:00 -0800

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.

Sponsors
Discover.AI - discover.ai

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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Download the Earmark CPE App
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(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
(27:31) - Flexible Work Hours and PTO Policies
(29:16) - Transition to Unlimited PTO
(32:20) - Team Collaboration and PTO Planning
(36:08) - Client Services and Team Structure
(46:43) - Refinement and Client Evaluation
(49:47) - Tax Advisory Plan (TAP)
(56:20) - Concluding Thoughts and Future Plans

Behind the Scenes of Two Accounting Firm Acquisitions in One Year

Marcus Dillon, Rachel Dillon — Mon, 02 Feb 2026 04:00:00 -0800

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.

Sponsors
Discover.AI - discover.ai

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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Download the Earmark CPE App
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(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
(30:01) - Introduction to the 2025 Tech Stack
(30:36) - Building the Azure Environment
(31:28) - First Acquisition: Technology Integration
(34:24) - Second Acquisition: Technology Integration
(38:37) - Managing Legacy Systems
(47:40) - Payment Systems and Client Invoicing
(51:48) - Engagement Letters and Standardization
(54:14) - Conclusion and Future Plans

Beyond the Bottom Line: Creating Measurable Impact

Marcus Dillon, Rachel Dillon — Mon, 19 Jan 2026 04:00:00 -0800

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.

Sponsors
Discover.AI - discover.ai

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
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Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

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(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
(19:19) - Mission Trip Experiences
(25:23) - Reflecting on Past Experiences
(25:55) - Living Water Mission Trips
(26:58) - Roles and Responsibilities on Trips
(27:42) - Engaging with Local Communities
(28:21) - Fun and Games with Children
(29:29) - DBA Impact Fund Introduction
(31:47) - Celebrating Birthdays and Anniversaries
(35:36) - Measuring Impact and Sharing Stories
(37:05) - Supporting Team Members
(39:28) - Creating a Culture of Gratitude
(42:00) - Setting Up Impact Channels
(44:24) - Conclusion and Future Goals

Five KPIs Every Accounting Firm Should Be Tracking

Marcus Dillon, Rachel Dillon — Mon, 05 Jan 2026 04:00:00 -0800

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.

Sponsors
Discover.AI - discover.ai

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:00) - Introduction 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)
(23:11) - Revenue per Full-Time Equivalent (FTE)
(27:17) - Earnings Before Owner Compensation (EBOC)
(28:28) - Understanding EBOC and Valuation
(29:47) - Profitability Trends and Analysis
(30:48) - EBOC and Market Attractiveness
(33:03) - Owner Production Hours and Efficiency
(37:25) - Leveraging KPIs for Business Improvement
(38:27) - Real-Life Examples of Business Levers
(39:45) - Price Increases: Strategy and Impact
(49:56) - Backward Mapping for KPI Improvement
(53:34) - Final Thoughts and Encouragement

Planning Team Retreats That Actually Drive Results

Marcus Dillon, Rachel Dillon — Mon, 22 Dec 2025 04:00:00 -0800

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."

Sponsors
Discover.AI - discover.ai

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
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Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:00) - Welcome to Who's Really the Boss
(00:58) - Team Retreat Overview
(04:15) - Leadership Planning Framework
(13:08) - Retreat Logistics and Preparation
(22:45) - Additional Retreat Activitiesy
(32:09) - Spouses and Team Bonding
(34:40) - Cost-Effective Team Events
(35:31) - Leadership Team Goals and Transparency
(38:39) - Retreats and Team Structure
(39:54) - Team Changes and Vision Alignment
(41:52) - Future Direction and Goals
(53:44) - Wrapping Up and Looking Ahead

Niching Down and Scaling Up

Marcus Dillon, Rachel Dillon — Mon, 08 Dec 2025 04:00:00 -0800

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.

Sponsors
Discover.AI - discover.ai

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:00) - Welcome to Who's Really the Boss
(01:03) - 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
(24:25) - The Role of Keeper in Streamlining Processes
(28:19) - Future Goals and Revenue Targets
(30:07) - Reducing Client Onboarding Time
(35:21) - Reflections on Starting a Firm
(36:40) - Pricing Evolution and Onboarding Fees
(39:58) - Benefits of Working with Collective by DBA

Leading Change, Creating Impact: Highlights from Gather 2025

Marcus Dillon, Rachel Dillon — Mon, 24 Nov 2025 04:00:00 -0800

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.

Sponsors
Discover.AI - discover.ai

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
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Download the Earmark CPE App
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Android: 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
(27:24) - Challenges for Leaders in Communicating Change
(28:27) - Personal and Team Leadership in Change
(29:14) - Event Recap: Setting the Stage for Success
(32:26) - Diving into KPIs and Firm Performance
(35:18) - Case Studies and Mastermind Groups
(40:16) - Firm Challenges and Collaborative Solutions
(44:02) - Innovative Use of AI and Technology
(49:05) - Concluding Thoughts and Future Plans

$50K to $1.1M: Building a Firm with Your Spouse

Marcus Dillon, Rachel Dillon — Mon, 10 Nov 2025 04:00:00 -0800

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 CPA
https://busscpa.us/

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
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Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:00) - Welcome to Who's Really the Boss
(00:38) - Meet James and Cindy Buss
(02:55) - James Introduces the Firm
(06:50) - Cindy Shares Personal Life
(19:41) - Cindy's Retirement Plans
(23:21) - Evolution of the Firm
(30:16) - Budgeting and Fee Structures
(31:47) - Impact of Economic Downturns
(33:25) - Goals and Initiatives
(44:22) - Onboarding Fees and Client Management
(49:35) - The Importance of Community and Peer Networks
(59:31) - Conclusion and Final Thoughts

Hiring for Integrity: Building Your Dream Accounting Team

Marcus Dillon, Rachel Dillon — Mon, 27 Oct 2025 04:00:00 -0700

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 DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
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Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:00) - Welcome to Who's Really the Boss
(00:53) - 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
(29:26) - Candidate Selection and Structured Interviews
(31:57) - Key Interview Questions
(36:04) - Reference Checks and Integrity
(41:54) - Efficient Interview Process
(48:39) - Final Thoughts and Resources

The Org Chart Advantage: Planning Your Firm's Future Team

Marcus Dillon, Rachel Dillon — Mon, 13 Oct 2025 04:00:00 -0700

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 DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
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Download the Earmark CPE App
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Android: 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
(28:24) - Expanding Tax Advisory Services
(37:04) - The Value of Clear Team Structure

Modernizing a 50-Year Legacy Practice

Marcus Dillon, Rachel Dillon — Mon, 29 Sep 2025 04:00:00 -0700

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 DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
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Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:00) - Introduction 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
(28:55) - Evaluating Buy vs. Build
(33:51) - Current Goals and Initiatives
(41:48) - Importance of Peer Relationships
(45:53) - Looking Ahead: Future Plans
(48:05) - Conclusion and Contact Information

The Four R's of Improvement Season: Recharge, Review, Refocus, Refine

Marcus Dillon, Rachel Dillon — Mon, 15 Sep 2025 04:00:00 -0700

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 DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
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Download the Earmark CPE App
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(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
(30:09) - Technology and Security Enhancements
(36:29) - Soft Skills and Team Dynamics
(40:41) - Client Alignment and Service Models
(45:00) - Growth Strategies and Future Planning
(51:12) - Conclusion and Final Thoughts

A CPA's Guide to Adding Financial Planning

Marcus Dillon, Rachel Dillon — Mon, 01 Sep 2025 04:00:00 -0700

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 Kidd
https://www.blundenkidd.com/who-we-are/matthew-s-kidd
https://www.linkedin.com/in/matthewkiddcpa

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

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(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
(29:46) - Understanding Financial Planning Routes
(31:02) - Broker Dealers vs. RIAs
(32:04) - Turnkey Asset Management Providers (TAMPs)
(33:10) - Choosing the Right Financial Model
(44:20) - Growth and Client Retention Strategies
(47:49) - Networking and Professional Development

From $400K to $3.5M: What to Delegate When

Marcus Dillon, Rachel Dillon — Mon, 18 Aug 2025 04:00:00 -0700

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 DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:00) - Welcome to Who's Really the Boss
(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
(28:53) - The Importance of Role-Based Org Charts
(31:03) - Streamlining Operations for Better Client Service
(36:09) - Shadowing and Training for Effective Delegation
(38:59) - Evolving the Interview Process
(45:22) - Onboarding Evolution and Best Practices
(49:41) - The Role of Structure and Processes in Delegation
(53:26) - Final Thoughts on Delegation and Growth

Taking Vacation During Tax Season

Marcus Dillon, Rachel Dillon — Mon, 04 Aug 2025 04:00:00 -0700

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 Shawn
https://stgcpas.com/
https://www.linkedin.com/in/shawn-gubler-10a92b5

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:00) - Introduction 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
(28:01) - Breaking Through Plateaus
(35:23) - Client Relationships and Succession Planning
(43:36) - Starting a Firm: Lessons Learned
(50:27) - The Importance of Advisory Relationships
(54:47) - Conclusion and Final Thoughts

From Rice and Beans to $1.7M: A Young CPA's Growth Story

Marcus Dillon, Rachel Dillon — Mon, 21 Jul 2025 04:00:00 -0700

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 Nate
https://goodmancpa.llc/

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:00) - Welcome to Who's Really the Boss
(01:04) - 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
(33:01) - Mentorship and Team Dynamics
(36:36) - Advice to Younger Self and Current Focus
(39:59) - Client Metrics and Performance Bonuses
(43:00) - Sales Team Structure and Compensation
(44:55) - Client Focus and Work-Life Balance
(49:20) - Building a Peer Network and Community
(52:59) - Final Thoughts and Contact Information

Two Years, Two Offices, and 177 Clients Later: How Two Partners Left to Build Their Dream Firm

Marcus Dillon, Rachel Dillon — Mon, 07 Jul 2025 04:00:00 -0700

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 Gwen
https://www.handhadvisors.com/

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:00) - Welcome to Who's Really the Boss
(01:50) - 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
(30:30) - Securing Office Space in Raleigh and Wilmington
(33:19) - Balancing Work and Personal Life
(35:45) - Reflecting on Business Challenges
(37:47) - Learning from Experience
(46:57) - Future Goals and Initiatives
(50:10) - The Value of Community Support
(54:23) - Final Thoughts and Gratitude

Mid-Year Check-In: Goals, Growth, and Getting Away

Marcus Dillon, Rachel Dillon — Mon, 23 Jun 2025 04:00:00 -0700

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 DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:00) - Welcome to Who's Really the Boss
(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
(26:32) - Planning the Retreat Agenda
(27:58) - Team Transparency and Goals
(30:09) - Mid-Year Check-In
(34:55) - Turning Conflict into Connections
(39:52) - Cell Phone Security
(41:37) - Client Categorization
(46:09) - Permission for Peer Accountability
(48:13) - Team Building Activities
(50:48) - Final Thoughts and Logistics

The Real Story Behind Accounting Firm Valuations

Marcus Dillon, Rachel Dillon — Mon, 09 Jun 2025 04:00:00 -0700

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 DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:00) - Welcome to Who's Really the Boss
(00:34) - 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
(25:25) - Building Sustainable Businesses
(27:29) - Understanding Firm Valuation and Cash Components
(29:31) - Equity Roll and Future Growth Potential
(32:31) - Private Equity and Strategic Buyers
(35:28) - Marketing and Sales Considerations for Selling
(37:03) - Navigating Deal Terms and Guarantees
(38:23) - Organic Growth and EBITDA Challenges
(40:34) - Acquisition Strategies and Personal Experiences
(44:35) - Building Relationships and Learning from Others
(49:36) - Final Thoughts and Encouragement

From RECHARGE to Reality: Accounting Firm Growth Strategies

Marcus Dillon, Rachel Dillon — Mon, 26 May 2025 04:00:00 -0700

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 DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:00) - Welcome to Who's Really the Boss
(01:04) - 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
(30:56) - Understanding Business Valuation
(32:22) - Automation AI, and IT
(43:39) - Marketing Strategies and Google Business Profiles
(50:38) - Team Incentives and Performance
(53:53) - Recruiting and Hiring Best Practices
(56:41) - Final Recap and Future Plans

The Mid-Tax Season Acquisition: Lessons from the First 70 Days

Marcus Dillon, Rachel Dillon — Mon, 12 May 2025 04:00:00 -0700

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 DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:00) - Welcome to Who's Really the Boss
(01:15) - 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
(32:03) - Client Communication and Software Integration
(34:40) - Team Member Updates and Roles
(36:03) - Challenges and Reflections
(42:10) - Client Feedback and Retention
(45:19) - Biggest Challenges and Wins
(53:14) - Aligning with Company Values
(56:32) - Final Thoughts and Future Plans

Mastering Improvement Season

Marcus Dillon, Rachel Dillon — Mon, 28 Apr 2025 04:00:00 -0700

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 Guide
https://collective.cpa/improvement-season-download

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:28) - Welcome and Family Updates
(06:07) - Dylan Business Advisors: Improvement Season
(10:49) - Rest and Recharge After Tax Season
(21:39) - Collecting Feedback and Celebrating Team
(27:08) - Team Incentives and Remote Work Challenges
(29:44) - Transforming Team Structure and Celebrations
(32:21) - Planning Retreats and Celebrations Mindfully
(35:24) - Importance of Improvement Season
(40:17) - Making Hard Decisions for Team and Client Management
(48:02) - Refining Processes and Team Structure
(52:19) - Improvement Season Guide and Final Thoughts

Beyond the Bottleneck: Creating Sustainable Capacity in Your Accounting Firm

Marcus Dillon, Rachel Dillon — Mon, 14 Apr 2025 04:00:00 -0700

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

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:00) - Welcome to Who's Really the Boss
(00:51) - 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

From Bottleneck to Breakthrough: Reorganizing Your Accounting Firm

Marcus Dillon, Rachel Dillon — Mon, 31 Mar 2025 04:00:00 -0700

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 DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:00) - Welcome to Who's Really the Boss
(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

Selling Your Accounting Firm: Misconceptions, Valuations, and Market Realities

Marcus Dillon, Rachel Dillon — Mon, 17 Mar 2025 04:00:00 -0700

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 Lewis
https://www.linkedin.com/in/dlewis715
https://thinkvisionary.com/team/doug-lewis/

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:00) - Welcome to Who's Really the Boss
(01:48) - 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

Growing Through Strategic Acquisition

Marcus Dillon, Rachel Dillon — Mon, 03 Mar 2025 04:00:00 -0800

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 DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

(00:00) - Welcome to Who's Really the Boss
(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

Finding & Keeping Great Accounting Talent

Marcus Dillon, Rachel Dillon — Mon, 17 Feb 2025 04:00:00 -0800

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 John
https://www.linkedin.com/in/johnrandolph
https://benaiahcg.com/

Listen to the CPA Life Podcast
https://podcasts.apple.com/us/podcast/cpa-life/id1669117954

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
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Three Principles That Transformed Our Firm

Marcus Dillon, Rachel Dillon — Mon, 03 Feb 2025 04:00:00 -0800

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 DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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(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

Beyond Resolutions: Setting Achievable Goals in 2025

Marcus Dillon, Rachel Dillon — Mon, 20 Jan 2025 04:00:00 -0800

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 DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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Download the Earmark CPE App
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(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

Decisions We're Making in Our $3 million Accounting Firm

Marcus Dillon, Rachel Dillon — Mon, 06 Jan 2025 04:00:00 -0800

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 DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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(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

The Evolution of Accounting Firm Deals

Marcus Dillon, Rachel Dillon — Mon, 16 Dec 2024 04:00:00 -0800

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-sharp
https://www.linkedin.com/in/sara-sharp-9a2a98b

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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Download the Earmark CPE App
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(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

The Truth About 'Turning On' Marketing for Your Firm

Marcus Dillon, Rachel Dillon — Mon, 02 Dec 2024 04:00:00 -0800

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 DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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Download the Earmark CPE App
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(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

Building Resilient Teams: Planning for Extended Leave

Marcus Dillon, Rachel Dillon — Mon, 18 Nov 2024 04:00:00 -0800

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 DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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(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

Converting Annual Clients to Monthly Relationships

Marcus Dillon, Rachel Dillon — Mon, 04 Nov 2024 04:00:00 -0800

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 DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
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Download the Earmark CPE App
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(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

The Power of Community

Marcus Dillon, Rachel Dillon — Mon, 21 Oct 2024 04:00:00 -0700

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 DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
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Download the Earmark CPE App
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(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

Beyond the Billable Hour

Marcus Dillon, Rachel Dillon — Mon, 07 Oct 2024 04:00:00 -0700

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 DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

For more information about GRIP, visit: https://collective.cpa/grip

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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Download the Earmark CPE App
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(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

Beyond EOS: Tailoring Systems for Accounting Success

Marcus Dillon, Rachel Dillon — Mon, 23 Sep 2024 04:00:00 -0700

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 DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

For more information about GRIP, visit: https://collective.cpa/grip

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

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(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

Collective by DBA

Marcus Dillon, Rachel Dillon — Mon, 09 Sep 2024 04:00:00 -0700

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 DBA
https://collective.cpa/

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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(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

Inside the CFO Advisory Meeting: Real Client Stories

Marcus Dillon, Rachel Dillon — Mon, 26 Aug 2024 04:00:00 -0700

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 Advisors
https://www.dillonadvisors.com
https://collective.cpa/
https://www.linkedin.com/company/dillonbusinessadvisors

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(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

Unlocking Value in Accounting Conferences and Professional Growth

Marcus Dillon, Rachel Dillon — Mon, 12 Aug 2024 04:00:00 -0700

Rachel and Marcus offer a comprehensive look at how accounting professionals can make the most of conferences and other learning opportunities. They share insights on navigating large events, creating focused learning experiences, and implementing new knowledge effectively. They cover topics such as team preferences for training, strategies for networking, and tips for turning conference insights into actionable steps.

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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Download the Earmark CPE App

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(00:00) - Welcome to Who's Really the Boss Podcast
(02:27) - Navigating Conference Overload
(04:12) - Implementing Ideas Amidst Overwhelm
(05:08) - Maximizing Conference Experiences
(11:29) - The Value of Networking at Conferences
(15:25) - Creating Intimate and Impactful Events
(21:33) - How We Use Exclusivity
(25:06) - Strategy for Accounting Firms
(30:01) - How to Structure Your Business
(31:21) - Optimizing Systems and Software
(35:08) - Balancing Vendor Relationships and Learning from Peers
(42:27) - Effective Conference Participation and Team Development
(51:02) - Maximizing Conference ROI and Accountability
(55:53) - Upcoming Events and Final Thoughts

Sun, Sand, and Strategy

Marcus Dillon, Rachel Dillon — Mon, 29 Jul 2024 04:00:00 -0700

In this episode, Marcus and Rachel discuss their recent team retreat to Florida, sharing insights on planning a successful getaway for a virtual firm. They dive into the logistics of organizing a destination retreat and the benefits of bringing team members and their spouses together in person. They also reveal how they used this opportunity to roll out new bonus structures and leadership opportunities, demonstrating how combining business strategy with team bonding can lead to innovative ideas and stronger company culture.

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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(00:00) - Welcome to Who's Really the Boss
(01:07) - Purpose and Importance of Team Retreats
(02:52) - Travel Logistics and Considerations
(04:28) - Choosing the Right Destination
(09:29) - Highlights and Benefits of the Retreat
(13:04) - Team Bonding and Culture
(17:59) - First Night and Setting the Tone
(24:03) - Hotels vs Rental Homes
(26:16) - Team Meeting and Goals Review
(32:17) - Evaluating the Old Bonus System & Introducing New One
(40:36) - Optimist-Pessimist Activity
(45:15) - Leadership Opportunities and Career Advancement
(47:04) - Onboarding and Efficiency Incentives
(56:09) - Retreat Highlights and Team Bonding
(01:02:21) - Future Retreat Plans and Budgeting

Marketing Essentials for Accountants

Marcus Dillon, Rachel Dillon — Mon, 15 Jul 2024 04:00:00 -0700

In this episode, Rachel and Marcus dive into the fundamental building blocks of marketing for accounting firms. They discuss how to identify your ideal client, create tailored service packages, and effectively communicate your value proposition. The conversation covers practical tips for managing inbound leads, leveraging your website as a virtual storefront, and utilizing automation tools to streamline your marketing efforts. This episode provides a solid foundation for accountants looking to refine their marketing strategy and attract their target clients.

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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(00:00) - Introduction to the Podcast and Today's Theme
(00:34) - Marketing and Advertising Strategies
(04:39) - Understanding Your Ideal Client
(10:02) - How We Decided Our Ideal Client
(17:57) - Targeting and Attracting Ideal Clients
(26:00) - Building a Team and Defining Business Voice
(29:52) - Inbound vs. Outbound Sales
(30:41) - Handling Inbound Calls Effectively
(32:07) - The Importance of Knowing Your Ideal Client
(34:13) - Why Owners Shouldn't Handle All Calls
(39:33) - Streamlining Email Communication
(42:37) - The Role of a Good Website
(43:22) - Utilizing CRM and Automation Tools
(48:48) - Consolidating Marketing Tools
(51:55) - Final Thoughts and Best Practices

Handling Price Increases

Marcus Dillon, Rachel Dillon — Mon, 01 Jul 2024 04:00:00 -0700

In this episode, Rachel and Marcus discuss their experience implementing price increases at DBA in 2024. They share their strategy of presenting clients with updated pricing based on new service packages, while offering loyalty discounts to ease the transition. Despite some client churn, DBA ultimately increased monthly recurring revenue by over $6,000 while serving 15 fewer clients, freeing up capacity for their team. Rachel and Marcus break down the numbers and share valuable lessons for other firm owners considering price increases.

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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(00:00) - Welcome to Who's Really The Boss Podcast
(00:34) - Family Updates and Summer Jobs
(03:34) - Price Increases for Client Accounting Services
(04:33) - Evergreen Engagement Letters Explained
(06:39) - Implementing Price Increases
(09:54) - Client Reactions and Feedback
(11:44) - Adjusting Service Offerings and Pricing
(23:49) - Final Thoughts on Price Increases
(31:25) - Analyzing April 1st Metrics
(32:14) - Client Churn and Acceptance Rates
(33:56) - AIM Service Line Adjustments
(39:55) - June 1st Metrics and Client Transitions
(43:28) - Strategies for Managing Client Capacity
(54:48) - Final Thoughts and Future Plans

Introducing DBA Firm: Operational Support for Accounting Firms

Marcus Dillon, Rachel Dillon — Mon, 17 Jun 2024 04:00:00 -0700

In this episode, Marcus and Rachel dive into the details of DBA Firm, a new venture aimed at providing operational support to accounting firms with revenues between $500k-$5M and 3-30 employees. They discuss the origins of DBA Firm, the key pillars of structure, strategy, and software, and how their own experiences transforming their accounting practice inspired them to help other firm owners. Learn about the resources, events, and support DBA Firm offers to help small-to-mid-sized accounting firms improve and grow.

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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(00:00) - Welcome to Who's Really The Boss?
(00:53) - Family Updates: Avery's Journey
(02:30) - Avery's College Decision
(03:39) - Impact on Family Dynamics
(07:17) - Transition to DBA Firm Discussion
(08:10) - Origins of the Podcast
(09:46) - Transforming DBA: From Tax to Advisory
(10:44) - Supporting the Accounting Community
(16:20) - What is DBA?
(21:38) - DBA Firm Resources and Events
(32:32) - Introducing GRIP: Goal Ready Implementation Plan
(45:55) - Conclusion and Future Plans

Team Changes, New Tech, and Lessons Learned at a Growing Firm

Marcus Dillon, Rachel Dillon — Mon, 03 Jun 2024 04:00:00 -0700

In this episode of the Who's Really The Boss podcast, Marcus and Rachel offer an insightful debrief of their accounting firm's 2024 tax season. They discuss how strategic changes implemented before tax season, such as team restructuring, new hires, and the introduction of new technology, impacted their workflow and client experience. They also share their challenges, successes, and lessons learned, including the importance of investing in team education and adapting to the needs of their clients. Throughout the conversation, Marcus and Rachel emphasize their firm's focus on providing top-quality client accounting services (CAS) and how they have successfully transitioned from a tax-centric practice to one that generates 80% of its revenue from recurring monthly services.

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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(00:00) - Introduction to the Podcast and Today's Theme
(00:29) - Opening and Tax Season Recap Discussion
(01:35) - Personal Update: Kinley's First Year of College
(05:43) - Diving Into Dillon Business Advisors Tax Season Overview
(07:18) - Team Changes and Strategic Adjustments Pre-Tax Season
(13:28) - Innovative Solutions: Contracting a Tax Director of Counsel
(18:43) - Operational Enhancements and Team Additions
(24:02) - Implementing New Technology: The Shift to Canopy
(32:32) - Addressing the Texas Franchise Tax Update and Its Impact
(34:22) - Achieving Work-Life Balance: No Overtime and Weekends
(36:58) - Strategic Financial Planning and Revenue Insights
(44:57) - Reflecting on Tax Season: Successes, Lessons, and Future Plans
(47:21) - Innovative Training and Knowledge Sharing Within the Team
(54:45) - Looking Ahead: Software Solutions and Client Communication
(55:59) - Wrapping Up: Insights from a Successful Tax Season

Avoiding Five Firm Owner Pitfalls

Marcus Dillon, Rachel Dillon — Mon, 20 May 2024 04:00:00 -0700

In this episode, Rachel and Marcus delve into the common pitfalls that accounting firm owners often encounter, sharing hard-earned wisdom from their own experiences. They highlight five critical mistakes to avoid, from building a nightmarish firm instead of a dream one to lacking passion and vision. The discussion also emphasizes the importance of steering clear of the comparison trap, letting go of the pursuit of perfection, and truly resting in a way that rejuvenates mind and body.

Chapters

(00:00) - Welcome to Who's Really the BOSS
(01:21) - The Five Firm Owner Mistakes to Avoid
(10:28) - Mistake #2: The Comparison Trap
(15:39) - Mistake #3: Chasing Perfection
(23:06) - Mistake #4: Lacking Passion and Vision
(29:31) - Mistake #5: Resting the Wrong Way
(41:32) - Wrapping Up and Looking Ahead

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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Hard Truths About Transitioning to Client Advisory Services (CAS)

Marcus Dillon, Rachel Dillon — Mon, 06 May 2024 04:00:00 -0700

Rachel and Marcus candidly discuss the challenges they faced in transitioning their accounting firm to a client advisory services (CAS) model over the past seven years. They share insights on converting existing clients, implementing new processes and technology, evolving team dynamics, and the need for firm-wide changes. This episode offers a realistic perspective for firms considering the CAS path, highlighting potential pitfalls and the strategic mindset required for a successful transformation.

Chapters

(00:29) - Welcome to the Podcast: Navigating Tax Season
(01:57) - Reflecting on Past Busy Seasons and Deciding to Change
(07:28) - The Hard Truths About Transitioning to Client Advisory Services (CAS)
(18:58) - Learning from Mistakes and Embracing New Client Relationships
(25:03) - The Hard Truths About Client Conversion
(25:46) - Navigating Processes and Technology in CAS Firms
(38:42) - Evolving Team Dynamics and Management Styles
(42:49) - The Essential Shift in Team Composition for CAS Success
(48:00) - Embracing Change: The Core of Transitioning to CAS

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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The Art of Pricing Your Accounting Services

Marcus Dillon, Rachel Dillon — Mon, 22 Apr 2024 04:00:00 -0700

In this episode, Rachel and Marcus share their experiences and insights on navigating the challenging task of pricing client accounting and advisory services (CAS). They discuss their firm's evolution from opaque pricing to a transparent, subscription-based model, and the strategies they employed to ensure their pricing accurately reflects the value they provide. Rachel and Marcus also delve into the difficulties of implementing price increases, the importance of clear communication with clients, and the lessons they've learned along the way.

Chapters

(00:00) - Welcome to Who's Really the BOSS?
(00:34) - Navigating the Complex World of Pricing Increases
(01:49) - The Evolution of Pricing Models: From Hourly to Value-Based
(04:25) - The Journey to Transparent Pricing on Our Website
(12:10) - The Impact of Pricing Transparency and Client Relationships
(19:59) - Learning from Competitors: The Secret Shopping Strategy
(27:31) - Evaluating Pricing Strategies and Client Relationships
(32:51) - The Challenge of Communicating Price Increases
(55:35) - The Art of Pricing and Client Feedback

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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Evaluating Opportunities with Two Simple Questions

Marcus Dillon, Rachel Dillon — Mon, 08 Apr 2024 04:00:00 -0700

In this episode, Marcus and Rachel discuss two critical questions every business owner should ask when evaluating new opportunities - whether it simplifies their life and increases the value of their business. They dive into practical examples of applying these questions to prospects, software, service lines, and more. Get insights on making decisions that align with your values, increase profitability, and build a business with enduring value.

Chapters

(00:00) - Who's Really The Boss
(01:08) - Podcast Updates and New Recording Home
(03:02) - The Art of Being Quotable in Life and Interviews
(05:32) - Introducing Two Key Questions for Life Opportunities
(20:48) - Evaluation Potential New Clients
(26:51) - Evaluating Software and AI in Business
(36:33) - Exploring New Income Streams and Service Lines
(46:25) - Wrapping Up: Reflecting on Simplification and Value

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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Navigating Unexpected Team Transitions

Marcus Dillon, Rachel Dillon — Mon, 25 Mar 2024 04:00:00 -0700

When a team member resigns with no notice, it can feel like chaos. Rachel and Marcus share their experience handling a sudden departure and how their team structure allowed for a smooth transition, minimizing disruption to clients and maintaining high service levels. They outline the specific steps they took, from verifying the resignation to reassigning responsibilities, highlighting the importance of having clear protocols in place.

Chapters

(00:00) - Who's Really The Boss Season 3 Episode 08
(00:29) - Welcome to the Show: A New Recording Location
(03:08) - Unexpected Team Resignation: Navigating Immediate Changes
(05:53) - The Power of Team Structure in Crisis Management
(10:18) - What is Our Typical Process When A Team Member leaves?
(15:57) - The Importance of Capacity Planning and Team Support
(19:29) - Learning from Experience: Avoiding Team Burnout
(26:47) - Equipment Return and Security Measures
(34:38) - How Our Team Communicates
(36:27) - Realigning Team Responsibilities
(42:34) - Introducing New Team Members and Ensuring Smooth Transitions
(48:25) - Reflecting on Team Resilience and See You Next Time

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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Business Ownership: 30's vs 40's

Marcus Dillon, Rachel Dillon — Mon, 11 Mar 2024 04:00:00 -0700

Rachel and Marcus discuss the differences between being business owners in their thirties versus their forties. They reflect on the intense focus and long hours required to build the business in their thirties, compared to now enjoying the fruits of their labor and being able to prioritize life beyond just work. They also touch on the evolution of valuing relationships and mentoring others as they've matured.

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Why Are You The Way You Are?

Marcus Dillon, Rachel Dillon — Mon, 26 Feb 2024 04:00:00 -0800

Marcus and Rachel discuss their differing backgrounds and risk tolerances that have shaped how they approach entrepreneurship and building their family business together. They offer some insights as to why Marcus is driven to constantly innovate and improve. They also share stories from Marcus' childhood experiences with his dad's trucking business that illustrate how those early experiences influenced his mindset and approach to business.

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Interview with a Team of 3

Marcus Dillon — Mon, 19 Feb 2024 04:00:03 -0800

Interview with a Team of 3 with Marcus Dillon, CPA, Elena Munoz, EA, and Amada Santos

Hi CPAs and Accountants! You found our podcast! We apologize in advance for the suboptimal audio quality of this episode.

This episode includes 1 of 8 Teams of 3 from Dillon Business Advisors. A Team of 3 is an operational structure for Client Advisory Services accounting firms that improves capacity, efficiency, client experience, and team member satisfaction.

The Team of 3 is made up of a Client CFO who is typically a credentialed CPA, a Client Controller, and a Client Service Manager. These 3 professionals advise clients with income and expense management, payroll, sales tax, tax planning, tax preparation and filing, and general business and financial strategy.

Listen to this interview for the critical role each member of the Team of 3 plays in adding value to every client and the resulting benefits this structure offers to the accounting firm.

Takeaways:

Explanation of the Team of 3 structure
Weekly and monthly responsibilities
Previous pain points
How the Team of 3 improved the firm overall

Hope is NOT a Strategy

Marcus Dillon — Mon, 12 Feb 2024 04:00:02 -0800

Hope is Not a Strategy

Hey CPAs and Accountants! You found our podcast!

Hoping and wishing alone rarely lead to significant change if any at all. At Dillon Business Advisors, we decided to ensure greater success in our accounting firm by hiring our first Director of Operations. In smaller organizations, everyone rolls up their sleeves and helps where needed, but initiatives and goals benefit from a highly-qualified leader who can plan, prioritize, monitor execution, and make adjustments in order to achieve optimal results.

This week on Who's Really the Boss podcast, Amy McCarty, Director of Operations, joins Marcus Dillon, CPA and Rachel Dillon to discuss her role and responsibilities within the accounting firm. In this episode, Amy shares the immediate improvements she implemented upon joining the team and initiatives she has planned for the remainder of the year.

3 key areas DBA has benefited from Amy's work as Director of Operations are:
✦Technology and software assessment and implementation
✦Process and documentation improvements
✦Internal professional development strategy

#accountingandaccountants #businessadvisors #operations #advisory #accountingpodcast #cpa

Stop Lying to Yourself

Marcus Dillon — Mon, 05 Feb 2024 04:00:02 -0800

Who's Really the Boss Podcast

Stop Lying to Yourself

Hi CPAs and Accountants! You found our podcast.

How are those New Year's resolutions and intentions going?

This week on Who's Really the Boss podcast, we are probably stepping on some toes! Listen in to a conversation on the benefits of "knowing" versus "thinking" you are being consistent. We highlight the importance of tracking behaviors and inputs to measure progress and assess results.

This episode will help get you back on track for the 2024 goals and intentions or add a little extra encouragement and affirmation if you are still going strong.

In this episode, we talk through consistency and results:
-In the gym
-In accounting firm marketing
-In accounting firm team culture

#smallbusinessowner #accountingandaccountants #businessadvisors #businesspodcast #advisory #familybusiness #leadershippodcast #cpa

DBA Uncensored - Our Accounting Firm's Real Yearend Data

Marcus Dillon — Mon, 29 Jan 2024 04:00:02 -0800

DBA 2023 Uncensored - Our Accounting Firm's Real Yearend Data

Hi CPAs and Accountants! You found our podcast.

How much does an accounting firm really make?

This week on Who's Really the Boss podcast, Marcus Dillon, CPA and Rachel Dillon are sharing the intimate yearend details of Dillon Business Advisors. From revenue and achievements to failed experiments and abandoned initiatives, listen to the uncensored year in review of a Client Accounting and Advisory Services firm.

Previous episodes mentioned: S2E43: Lessons Learned Through 12 M & A Deals

For more details on Dillon Business Advisors and DBA | FIRM, visit https://www.dillonadvisors.com/dba-firm

#smallbusinessowner #accountingandaccountants #businessadvisors #businesspodcast #advisory #familybusiness #leadershippodcast #cpa

We Accidentally Raised an Entrepreneur

Marcus Dillon — Mon, 22 Jan 2024 04:00:02 -0800

We Accidentally Raised an Entrepreneur with Kynley Dillon

Hi there, CPAs and Accountants! You found our podcast.

Join Marcus Dillon, CPA and Rachel Dillon of Dillon Business Advisors as they talk with Kynley Dillon, head baker and owner of Kynley's Confections.🎂

In this episode, you'll get a dose of motivation and wisdom as Kynley shares her inspiring journey of entrepreneurship, balancing academics, and the incredible experience of studying abroad in Switzerland.✈️

#smallbusinessowner #accountingandaccountants #businessadvisors #businesspodcast #advisory #familybusiness #leadershippodcast #cpa

S2E47. What Successful People Do Next

Marcus Dillon — Mon, 18 Dec 2023 04:00:03 -0800

What Successful People Do Next

Hey, CPA Firm Owner! You found our podcast!

This is the last episode of Season 2. Be sure to check out all of the great episodes in both seasons.

What do you do when a key team member quits? What do you do when an assignment ends unexpectedly? What do you do when your business hits a plateau or starts to decline?

There are commonalities in the way successful people handle adversity and move forward after setbacks.

Grieve the loss
Reflect on what worked well and what didn't
Celebrate the lessons learned and experiences
Diversify and evolve
Create a plan and path forward
Take the next best step
Don't quit!

S2E46. Riches in the Niches

Marcus Dillon — Mon, 11 Dec 2023 04:00:03 -0800

Riches in the Niches

Hey! CPA Firm Owners, you found our podcast!

Are the riches really in the niches for accounting firms? Plenty of small businesses have been successful serving the masses; however, those businesses are really clear on their vision and mission AND have well defined service or product offerings. There are so many benefits to defining your ideal clients and clearly defining your service offerings that niching down allows you to provide more value by gaining expertise and creating a network in specific industries.

3 questions answered in this episode:
✦What if I pick the wrong niche?
✦What if I am not expert in any industry other than accounting?
✦How do I choose a niche or narrow the focus of my business?

This week's Who's Really the Boss podcast episode highlights the benefits of choosing a niche and defining who you serve and how you provide those services.

#businessadvisors #CPA #leadership #accountingandaccountants #firmstrategy #clientadvisoryservices #podcast

S2E45. When Change is Out of Your Control

Marcus Dillon — Mon, 04 Dec 2023 04:00:03 -0800

Hi CPAs and Accountants! You found our podcast!

When Change is Out of Your Control

Some people claim they love change and others own the fact that they prefer consistency. BUT, for those that love change, do you love change even when it is not your idea?!?!

As business owners and leaders, we have to remember that changes and new ideas coming from the top and impacting those we work with might not be as "exciting" to our teams.

One of the biggest lessons we have learned 💡from implementing change is to make sure it is aligned with the organization's vision, mission, and values. And, a close runner up to alignment, is clear communication📢that outlines what is changing, what is not changing, and what does that mean individually for each team member.

This week's Who's Really the Boss podcast episode highlights the importance of change management and communication when implementing change for business growth, improvement, or refinement.

#businessadvisors #CPA #leadership #accountingandaccountants #firmstrategy #clientadvisoryservices #culture #podcast

S2E44. The Secret to a Successful Accounting Firm

Marcus Dillon — Mon, 27 Nov 2023 04:00:04 -0800

The Secret to A Successful Accounting Firm

CPAs and Accounting Professionals, you found our podcast!

This week, we had the privilege of learning from Bruce Berndt, CPA, CEO and Founder, of Berndt CPAs. This is a must listen episode! Bruce led large accounting firms before deciding to go out on his own in order to really serve and meaningfully impact business owners. Bruce has grown his firm to multiple locations and even multiple partners by remaining focused on one key aspect: PEOPLE. Berndt CPAs provides exceptional client service by hiring great team members and prioritizing relationships, professional development, and a positive culture.

This week's episode highlights Bruce's top two pieces of advice and gives a little peek behind the current of what has attributed to the success of the firm.

A focus on people

A commitment to professional development and growth within the firm

Sharing and delegating responsibilities

Cultivating a great culture

Future focused planning

#businessadvisors #CPA #leadership #accountingandaccountants #firmstrategy #capacity #clientadvisoryservices #culture #podcast

S2E43. Lessons Learned through 12 M&A Deals

Marcus Dillon — Mon, 20 Nov 2023 04:00:02 -0800

Lessons Learned through 12 M&A Deals

CPAs and Accounting Professionals! You found our podcast.

Really?!?! Has Dillon Business Advisors done 12 merger and acquisition deals? Yes, and if you are counting, that makes 12 deals in 12 years! 🤯

In this episode, Rachel Dillon fact checks Marcus Dillon, CPA on his M&A deal claim. Curious to learn more about how these acquisitions and divestures were structured? Listen to Who's Really the Boss podcast to hear how these 12 deals were structured, how DBA monetized non-ideal clients, and the successes and lesson learned in each transaction.

Acquiring CPA firms

Monetizing client blocks based on year 1 retention

Monetizing client blocks through a broker

#businessadvisors #CFO #CPA #leadership #accountingandaccountants #firmstrategy #m&A #capacity #clientadvisoryservices #mastermind #podcast

S2E42. Can Advisory Survive a Down Economy?

Marcus Dillon — Mon, 13 Nov 2023 04:00:03 -0800

Can Advisory Survive a Down Economy?

Hi CPA Firm Owner! You found our podcast!

Client Advisory Services are all the rage...until industries tank, the economy takes a down turn, and money gets tight. So, what happens to CPA firms that have transitioned away from a high volume of tax returns to high value advisory services?

In this episode, Marcus Dillon, CPA and Rachel Dillon of Dillon Business Advisors discuss the effects of a down economy on clients and prospects, as well as practical ways to respond as a Client Accounting and Advisory Services firm.

Marcus Dillon, CPA and Rachel Dillon own Dillon Business Advisors, a remote client accounting and advisory firm in Texas, and lead a team of 15. They began the transition from a high-volume tax and audit practice to a high-value advisory firm more than 6 years ago and continue to refine their processes and technology while sharing what they have learned along the way with other firm owners.

#businessadvisors #CFO #CPA #values #leadership #accountingandaccountants #firmstrategy #relationships #clientadvisoryservices #mastermind

S2E41. You Need to Calm Down

Marcus Dillon — Mon, 06 Nov 2023 04:00:03 -0800

You Need to Calm Down

Hi CPA Firm Owner! You found our podcast!

Client advisory services bring uncertainty by nature because they encompass financial accounting, bookkeeping, tax, and business planning conversations. Gone are the days of a client dropping off year end tax documents and picking up a neatly prepared tax return. Small business owners are facing a multitude of challenges and looking to their CPA as their financial expert to guide them through business ownership.

What does it really feel like to ask a client, "What keeps you up at night?" Adopting a mindset of "listening to funnel" information instead of listening to "bear and solve every burden" is the way you can remain calm in the face of uncertainty and offer practical solutions. Providing solid advice and de-escalating overwhelming situations is highly valued by small business owners.

Marcus Dillon, CPA and Rachel Dillon own Dillon Business Advisors, a remote client accounting and advisory firm in Texas, and lead a team of 15. They began the transition from a high-volume tax and audit practice to a high-value advisory firm more than 6 years ago and continue to refine their processes and technology while sharing what they have learned along the way with other firm owners.

#businessadvisors #CFO #CPA #values #leadership #accountingandaccountants #familybusiness #relationships #clientadvisoryservices

S2E40. To Rent or To Own as a Business Owner

Marcus Dillon — Mon, 30 Oct 2023 04:00:02 -0700

To Rent or To Own as a Business Owner

Hi CPA Firm Owner! You found our podcast.

Signing a multi-year lease often feels similar to signing a mortgage. So which is better, renting or owning your office space? In typical accountant fashion, the answer is, "It depends." In this episode, Marcus Dillon, CPA and Rachel Dillon of Dillon Business Advisors discuss the advantages and disadvantages of renting and of owning office space. This episode also touches on other real estate investment opportunities and the aspects of your financial position most lenders are concerned about when it comes to real estate. Listen in to gain new perspectives or solidify your own so that you can lead client advisory meetings regarding leasing or owning office space with a renewed confidence.

Marcus Dillon, CPA and Rachel Dillon own Dillon Business Advisors, a remote client accounting and advisory firm in Texas, and lead a team of 15. They began the transition from a high-volume tax and audit practice to a high-value advisory firm more than 6 years ago and continue to refine their processes and technology while sharing what they have learned along the way with other firm owners.

#businessadvisors #CFO #CPA #values #leadership #accountingandaccountants #familybusiness #realestate

S2E39. Scheduling Simplified

Marcus Dillon — Mon, 23 Oct 2023 04:00:02 -0700

Who's Really the Boss?

Scheduling Simplified

Hi CPA firm owner! You found our podcast.

Online scheduling and booking is expected by most people in today's environment. The seamlessness of being able to see availability and claim a date and time from anywhere at any time is what makes this so beneficial for businesses. There are multiple options of online scheduling systems and some are even free. They are well connected to whatever calendar you use and allow you to set advanced parameters to ensure all meetings are scheduled on your terms. Listen to this week's episode for practical tips of how to implement an online scheduling system and learn from a few of our early mistakes.

Marcus Dillon, CPA and Rachel Dillon own Dillon Business Advisors, a remote client accounting and advisory firm in Texas, and lead a team of 15. They began the transition from a high-volume tax and audit practice to a high-value advisory firm more than 6 years ago and continue to refine their processes and technology while sharing what they have learned along the way with other firm owners.

#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #whosreallytheboss #podcast #CPA #values #leadership #accountingandaccountants #familybusiness #change

S2E38. Something Has to Change

Marcus Dillon — Mon, 16 Oct 2023 04:00:02 -0700

✦Something Has to Change✦

Hi CPA Firm Owner! You found our podcast!

Outsiders typically have the best perspective for someone else's best choices in life, business, and relationships, right? It is always easier to say what someone else should do in any given situation, but it is not always easy when it is you needing to make a change. At Dillon Business Advisors, Marcus and Rachel talk with prospective clients and even other accounting firm owners who know they need to manage areas of their businesses differently, but often aren't quite ready to make a change. There are 3 ideas from John Maxwell about catalysts for when people will actually make a change. Marcus Dillon, CPA and Rachel Dillon discuss these 3 ideas in this week's episode.

Marcus Dillon, CPA and Rachel Dillon own Dillon Business Advisors, a remote client accounting and advisory firm in Texas, and lead a team of 17. In 2017, they began the transition from a high-volume tax and audit practice to high-value advisory firm.

#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #whosreallytheboss #podcast #CPA #values #leadership #accountingandaccountants #familybusiness #change

S2E37. Before you quit...

Marcus Dillon — Mon, 09 Oct 2023 04:00:03 -0700

✦Before You Quit...✦

Hi CPA Firm Owner! You found our podcast!

Are you just "done," or are you feeling called to something different? In this episode, Marcus Dillon, CPA and Rachel Dillon dive deep into making a life-changing transition. Learn a new strategy to determine if quitting is the answer and how to end well. Don't make a change you will later regret; ask yourself these 5 questions before you quit.

Marcus Dillon, CPA and Rachel Dillon own Dillon Business Advisors, a remote client accounting and advisory firm in Texas, and lead a team of 17. In 2017, they began the transition from a high-volume tax and audit practice to high-value advisory firm.

#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #whosreallytheboss #podcast #burnout #values #leadership #relationships #accountingandaccountants #quitting

S2E36. Wing it or Work for it

Marcus Dillon — Mon, 02 Oct 2023 04:00:03 -0700

Who's Really the Boss

✦Wing It or Work for It✦

Hi CPA Firm Owner! You found our podcast!

I'm just winging it...work, life, all of it! But, what could be accomplished if you worked at the things that are really important to you? Marcus Dillon, CPA and Rachel Dillon discuss when working for it is worth the additional effort and the times winging it is good enough. Marcus and Rachel of course share the areas they choose to wing it, and one area they are continuously working on.

Marcus Dillon, CPA and Rachel Dillon own Dillon Business Advisors, a remote client accounting and advisory firm in Texas, and lead a team of 17. In 2017, they began the transition from a high-volume tax and audit practice to high-value advisory firm.

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

S2E35. We left our daughter in another country

Marcus Dillon — Mon, 25 Sep 2023 04:00:02 -0700

Who's Really the Boss

✦Launched✦

Launching a business or even a kid off to college comes with so much anticipation and excitement, but even more stress and uncertainty. Marcus Dillon, CPA and Rachel Dillon share the story of dropping off their first born daughter for her very first semester of college in a foreign country. This episode highlights managing unrealized expectations, life in Switzerland, study abroad, and building resilience.

#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #whosreallytheboss #podcast #CPA #values #leadership #accountingandaccountants #familybusiness #studyabroad

S2E34. It's Time to Break Up

Marcus Dillon — Mon, 18 Sep 2023 04:00:01 -0700

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.

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

S2E33. Managing Expectations to Increase Satisfaction

Marcus Dillon — Mon, 11 Sep 2023 04:00:02 -0700

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

S2E32. From Founder to Successor

Marcus Dillon — Mon, 04 Sep 2023 04:00:03 -0700

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

S2E31. It's A Family Affair

Marcus Dillon — Mon, 28 Aug 2023 04:00:03 -0700

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

S2E30. Don't Be So Negative

Marcus Dillon — Mon, 21 Aug 2023 04:00:02 -0700

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.

S2E29. Falling Back in Love with Your Business

Marcus Dillon — Mon, 14 Aug 2023 04:00:02 -0700

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

S2E28. Get Out of Your Head

Marcus Dillon — Mon, 07 Aug 2023 04:00:02 -0700

Who's Really the Boss

Get Out of Your Head

The power of audibly speaking thoughts. The power of sharing thoughts with others. Often just taking ideas from thoughts and putting them into words on a page can bring all new perspectives. As a business owner and CPA, there are many ideas, decisions, and opinions that swirl around in your mind, but keeping them there is a huge mistake. Keeping thoughts in your mind often interrupts your focus or even disrupts your sleep. It is important to say the things out loud that are keeping you up at night, and even better to share those with a trusted person who can offer a unique perspective. Marcus Dillon, CPA and Rachel Dillon share how important getting your thoughts out of your head is to your business progress and finding peace in life.

S2E27. Is This Business Coach Legit

Marcus Dillon — Mon, 31 Jul 2023 04:00:03 -0700

Who's Really the Boss

✦Is This Business Coach Legit?✦

So. Many. Business. Coaches. RIGHT??? This week, Amy McCarty, Rootworks' Director of Education, legit business coach, and long-time friend, gives an exclusive look at a day in the life, reveals the striking commonalities shared by her most successful client relationships, and common mistakes that cause the coaching relationship to crash and burn. If you are skeptical of business coaching or considering hiring one, be sure to listen.

This podcast walks through advisory services for CPA firm and small business owners. Learn the steps it takes to transform your business into the one you actually want.

#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #fractionalcfo #revenue #businessgrowth #values #leadership #relationships #culture

S2E26. Because Top-line Revenue Sounds Good

Marcus Dillon — Mon, 24 Jul 2023 04:00:03 -0700

Who's Really the Boss

Because Top-Line Revenue Sounds Good

Don't get tangled up in the top-line revenue comparison trap. This week, Marcus and Rachel Dillon talk through a few key components of business success that are absent from the top-line revenue metric. While it is an easy metric to measure and track, it's actually a poor indicator of the overall health and value of your business. Listen in to how profitability, long term sustainability, and growth potential are absent from the gross revenue conversation.

Want to know more about growing your bottom line and bringing home more profit? Visit us at www.dillonadvisors.com.

#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #fractionalcfo #revenue #businessgrowth #values #leadership #relationships #culture

S2E25. From Work to Wisdom

Marcus Dillon — Mon, 17 Jul 2023 04:00:02 -0700

Who's Really the Boss

✦From Work to Wisdom✦

Transitioning from production to giving advice is what some are striving towards and yet others don't even realize the valuable wisdom they are withholding from others by staying head down in daily tasks. In this episode, Marcus and Rachel discuss an idea of moving from task master to wisdom sharer in order to cultivate new leaders in your organization, in your family, and in your community.

Book: Strength to Strength by Arthur Brooks

If you would like to work one on one with Dillon Business Advisors' team of CFOs, CPAs, and accountants, visit www.dillonadvisors.com.

#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #fractionalcfo #resilient #businessgrowth #values #leadership #relationships #culture

S2E24. Do You Really Need ChatGPT in Your Business?

Marcus Dillon — Mon, 10 Jul 2023 04:00:02 -0700

Who's Really the Boss

✦Do I Need ChatGPT in My Business✦

This is NOT a "jump on the bandwagon" of ChatGPT episode. This is a conversation about how two forty-somethings are embracing new technology to provide a better workplace, a better client experience, and work smarter not harder each day. Marcus and Rachel share ideas of how to incorporate AI in daily work and how they think it could evolve in the future.

To work one on one with Marcus Dillon, CPA and their team of fractional accountants, CFOs, and Controllers at Dillon Business Advisors, visit www.dillonadvisors.com.

Special Episode - How to Avoid Falling Into the Same Trap

Marcus Dillon — Mon, 03 Jul 2023 04:00:02 -0700

Who's Really the Boss

How to Avoid Falling Into the Same Trap

This episode is hosted by John E. Randolph, host of CPA Life podcast and Managing Partner at Benaiah Consulting Group. This episode originally aired on the CPA Life podcast on May 10, 2023. A big thank you to John and CPA Life podcast for allowing us to re-air their interview.

When Marcus Dillon of Dillon Business Advisors first branched out from his career, which included a stint with a Big Four firm, he realized that he had “recreated the monster” that sucked away all his time and energy in his new venture. Because his goal had been to take control of his life by doing things differently as a business owner, he took stock of what had happened and made the adjustments necessary to take the pressure off himself and his employees. This included saying no to old and new clients alike, divorcing the ideas of “work” and “business,” and ensuring his employees, many of whom work part-time, had the ability to properly balance their lives with their work, too. He has continued to utilize that philosophy to build DBA into the success it is today.

S2E23. The Key to Resiliency

Marcus Dillon — Mon, 26 Jun 2023 04:00:01 -0700

Who's Really the Boss

✦The Key to Resiliency✦

This episode is 🔥! Rachel and Marcus had the privilege of visiting with John Mitchell, speaker, leader, and all around incredible guy, about being resilient in both life and business. Spoiler alert: The key to resiliency is not pretending that the failures didn't happen nor is it staying so busy that you move forward without learning from past mistakes. Be sure to glean some of John's wisdom: adjust perspective, spend time, be present, and build trust.

#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #fractionalcfo #resilient #businessgrowth #values #leadership #relationships #culture

S2E22. Conference or Vacation

Marcus Dillon — Mon, 19 Jun 2023 04:00:01 -0700

Who's Really the Boss

✦Conference or Vacation?✦

In this episode, Marcus and Rachel talk through how to make the most of conferences. Spoiler alert: The amount of value gained from a conference is directly related to the changes you actually implement in your business or life. Don't let a conference serve only as a mediocre vacation, but utilize the knowledge gained for a better future.

#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #fractionalcfo #cashflow #learning #levelup #values #leadership #forwardthinking

S2E21. Does Your Business Measure Up

Marcus Dillon — Mon, 12 Jun 2023 04:00:02 -0700

Who's Really the Boss

✦Does Your Business Measure Up✦

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

#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #fractionalcfo #cashflow #KPIs #levelup #values #leadership #forwardthinking #businessmetrics #goals

S2E20. Defining Seasons of Business with your Spouse

Marcus Dillon — Mon, 05 Jun 2023 04:00:02 -0700

Who's Really the Boss

✦Defining Seasons of Business with your Spouse✦

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

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

S2E19. Preparing for Change

Marcus Dillon — Mon, 29 May 2023 04:00:02 -0700

Who's Really the Boss

✦Preparing for Change✦

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

#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #fractionalcfo #cashflow #values #leadership #futureplanning #workingparents #parenting #collegeprep

S2E18. Retreat Preparations

Marcus Dillon — Mon, 22 May 2023 04:00:02 -0700

Who's Really the Boss

Retreat Preparations

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

S2E17. Improving Accounts Receivable to Improve Cash Flow

Marcus Dillon — Mon, 15 May 2023 04:00:02 -0700

Who's Really the Boss

Improving Accounts Receivable to Improve Cash Flow

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

S2E16. No Margin for Error

Marcus Dillon — Mon, 08 May 2023 04:00:02 -0700

Who's Really the Boss

No Margin for Error

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

S2E15. Making Connections to Expand Your Network

Marcus Dillon — Mon, 01 May 2023 04:00:02 -0700

Who's Really the Boss

Making Connections to Expand Your Network

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

S2E14. Tax Season Recap

Marcus Dillon — Mon, 24 Apr 2023 04:00:02 -0700

DBA's Tax Season Recap

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

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

S2E13. Making Hard Decisions

Marcus Dillon — Mon, 17 Apr 2023 04:00:02 -0700

Who's Raelly the Boss?

✦Making Hard Decisions✦

This week on Who's Really the Boss podcast, Marcus and Rachel finish part 2 of 2 from last week's episode. The conversation continues around making hard decisions. In difficult circumstances it is important to ask 2 questions: "What can I learn from this, and what do I need to do going forward?" Making sure processes are in place and that you have talked with trusted mentors or leaders is a great place to start when navigating hard decisions.

#businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #cfo #fractionalcfo #fractionalcontroller #taxsavings #businessstrategy #harddecisions #values #leadership

S2E12. When You Can't Break on Spring Break

Marcus Dillon — Mon, 10 Apr 2023 04:00:02 -0700

Who's Really the Boss?

✦When You Can't "Break" on Spring Break✦

This week on Who's Really the Boss podcast, Marcus and Rachel share highlights from a recent Spring Break trip and also some challenges faced taking time away during a busier season at work. While recognizing and celebrating the wins is good, it is important to share the challenges and struggles as well. Listen to how lack of trust and lack of delegation can result in the inability to disconnect from work.

#businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #cfo #fractionalcfo #fractionalcontroller #taxsavings #businessstrategy #disconnect #values #leadership

S2E11. Health and Wellness for Small Business

Marcus Dillon — Mon, 03 Apr 2023 04:00:02 -0700

Who's Really the Boss?

✦Health and Wellness for Small Business✦

This week on Who's Really the Boss podcast, Marcus and Rachel talk with David Schneider of Titan Dynamics on ways to attract and retain team members, increase productivity, decrease illness, and create a better work place through promoting health and wellness. David shares that health and wellness programs aren't only for big corporate organizations, but that effective, well-structured programs are accessible to and just as important in small businesses.

David Schneider with Titan Dynamics can be found at https://titandynamics.squarespace.com/ or you can email David at das@titandynamics.space.

#businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #cfo #fractionalcfo #fractionalcontroller #taxsavings #businessstrategy #health #wellness #values #leadership

S2E10. Management is a Ministry

Marcus Dillon — Mon, 20 Mar 2023 04:00:02 -0700

Who's Really the Boss?

✦Management is a Ministry✦

This week on Who's Really the Boss podcast, Marcus and Rachel talk through the opportunities business ownership and leading others has for serving, showing grace and compassion, and elevating others. Learn practical ways to live out your faith and values everyday, especially at work.

#businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #cfo #fractionalcfo #fractionalcontroller #taxsavings #businessstrategy #faith #values #leadership

S2E9. Capacity Planning for Improved Culture

Marcus Dillon — Mon, 13 Mar 2023 04:00:02 -0700

Who's Really the Boss

✦Capacity Planning for Improved Culture✦

Justin Newhall, VP of Revenue at Dillon Business Advisors, joins Marcus and Rachel to discuss capacity planning. The three talk through capacity planning strategy, the consequences of not capacity planning, and the benefits it brings to your team and business. Listen to "Who's Really the Boss Podcast" here: https://hubs.la/Q01B_ytg0

#businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #taxsavings #capacityplanning #culture #hiring #scale

S2E8. It Takes A Village - The Business Owner's Support Team

Marcus Dillon — Mon, 06 Mar 2023 04:00:02 -0800

Who's Really the Boss

✦It Takes A Village - The Business Owner's Support Team✦

It takes a village to raise a family AND to run a successful business. Marcus and Rachel discuss 3 of the most important people every business owner needs in their life.

#businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #taxsavings #culture #mentor

S2E7. Optimizing Your Business with Proper Entity Selection

Marcus Dillon — Mon, 27 Feb 2023 04:00:02 -0800

Who's Really the Boss

✦Optimizing Your Business with Proper Entity Selection✦

Brett Moyer, attorney with Moyer Lewis, LLP talks with Marcus and Rachel about the best legal entity structures for small businesses. Find out the pros and cons to common entity structures as well as what to expect during the formation process on this week's episode.

#businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #taxsavings #entityselection #corporation #llc #limitedpartnership #partnership #scorporation

S2E6. CFOs Need Controllers

Marcus Dillon — Mon, 20 Feb 2023 04:00:02 -0800

Who's Really the Boss

✦CFOs Need Controllers✦

While clients often say they only want financial advice and strategy, accurate and timely financial data is needed to make assured recommendations. Lezlie Reeves, CPA and Client CFO, joins Marcus and Rachel to discuss why Controllers are necessary to allow CFOs to bring the value to clients.

S2E5. Fractional Controllers - The Real MVPs of Tax Savings

Marcus Dillon — Mon, 13 Feb 2023 04:00:02 -0800

Who's Really the Boss

✦Fractional Controllers - The Real MVPs of Tax Savings✦

Fractional Controllers are an integral part of the DBA Team of 3. Marcus and Rachel discuss the role of a Fractional Controller and how the Fractional Controller is likely what clients are really looking for when they engage a professional to prepare their taxes.

S2E4. Nothing Lasts Forever - Finishing Well

Marcus Dillon — Mon, 06 Feb 2023 04:00:02 -0800

Who's Really the Boss

✦Nothing Lasts Forever - Finishing Well✦

Whether you need to reduce expenses, need different services, or no longer value the services being provided, the decision to discontinue services can be difficult to make. Marcus and Rachel discuss what it looks like to off-board well and help clients transition.

S2E3. Is This a Good DSO Offer?

Marcus Dillon — Mon, 30 Jan 2023 06:20:01 -0800

Who's Really The Boss

Is this a good DSO offer?

DSOs, DPOs, and other industry specific organizations are prevalent in the market and making offers to dental, orthodontic, and veterinary practice owners. They are swooping in with enticing offers with incredible multipliers of the business's value and quick closing dates. Why wouldn't you accept this offer and the promise of both time and financial freedom? Marcus and Rachel discuss why you should have a professional team of trusted advisors evaluate every offer and reasons not to sign too hastily.

S2E2. So You Want to Sell Your Business

Marcus Dillon — Mon, 23 Jan 2023 04:00:01 -0800

Who's Really the Boss

✦So You Want to Sell Your Business?✦
In this episode, Marcus and Rachel discuss everything you need to know about selling a business. From determining if you are actually ready to sell, to pointing out red flags in offers, to creating the most valuable business, this topic of conversation is on every business owner's mind.

S2E1. New Year, New Anxiety?

Marcus Dillon — Mon, 16 Jan 2023 04:00:02 -0800

Who's Really The Boss

✦New Year, New Anxiety?✦

Marcus and Rachel discuss how they are alleviating the stress of tackling the goals they have laid out for 2023! Find out how these business owners, who are constantly looking for ways to improve, gain momentum in January!

48. Bonus Episode: Merry Christmas

Marcus Dillon — Thu, 22 Dec 2022 04:05:01 -0800

Who's Really the Boss

Bonus Episode

Thank you to each and every listener, advocate, client, family member and friend that have supported the podcast and Dillon Business Advisors this year! Your support is truly appreciated and instrumental in our success.

47. So You Want to be a Fractional CFO?

Marcus Dillon — Mon, 19 Dec 2022 04:05:02 -0800

Who's Really the Boss

So You Want to be a Fractional CFO?

It's easy to hear the highlights of a person's responsibilities and dream about a position that sounds easier, more fulfilling, or more prestigious. Marcus and Rachel discuss what it really means to be a Fractional CFO, who is best suited for this role, and how the Fractional CFO benefits others.

46. How Are You Celebrating?

Marcus Dillon — Mon, 12 Dec 2022 04:05:02 -0800

Who's Really the Boss?

How Are You Celebrating?

How are you celebrating the work and the people who have contributed to all that has been accomplished in 2022? Celebrating achievements and acknowledging people's efforts and talents will not only strengthen relationships, but it will also build invaluable motivation and engagement. Marcus and Rachel discuss tips on how to reflect on, acknowledge, and celebrate your team and the achievements of the year.

45. Finish the Year Strong

Marcus Dillon — Mon, 05 Dec 2022 04:05:01 -0800

Who's Really the Boss?

Finish the Year Strong

We are in the final month of the year and social calendars are filling up quickly. Marcus and Rachel discuss what business owners should be sure to do before yearend and prepare for a smooth start of 2023.

44. The Secret Sauce for Small Businesses

Marcus Dillon — Mon, 28 Nov 2022 04:05:01 -0800

Who's Really The Boss?

The Secret Sauce for Small Businesses

So, what is the secret sauce for small businesses? A fractional accounting team.
Business owners are striving for financial and time freedom, but often find themselves enslaved to their business. A fractional accounting team will allow the business owner to focus on their team and clients as well as help refine their business strategy and make confident business decisions. In this episode, Marcus and Rachel discuss how their clients have benefited from the Team of 3 approach at Dillon Business Advisors.

43. That Glow Up, Though!

Marcus Dillon — Mon, 21 Nov 2022 04:05:02 -0800

Who's Really the Boss

That Glow Up, Though!

Dillon CPAs is now Dillon Business Advisors, DBA! Dillon Business Advisors has the same great team, is still serving business owners with fractional CFO, tax, and accounting services, BUT rolled out a whole new look, website, and pricing structure. Marcus and Rachel talk in depth about the improvements that have been implemented and how these changes will positively impact the team and clients.

42. A Glow Up is Coming

Marcus Dillon — Mon, 14 Nov 2022 04:05:01 -0800

Who's Really the Boss?

A Glow Up is Coming

Behind the scenes our team at Dillon CPAs, along with some outside friends, has been hard at work planning, enhancing, and refreshing internal and external components of the business. Marcus and Rachel discuss why they decided to invest in the business and shake things up even though the business is running very smoothly and is already hugely rewarding.

41. What Do You Really Want?

Marcus Dillon — Mon, 07 Nov 2022 04:05:01 -0800

Who's Really the Boss?

What Do You Really Want?

Have you ever thought through what you REALLY want? Not just what you want right now or what others want, but what you REALLY want as it relates to business and life. This is imperative in achieving business "success" and impacting those around you. Marcus and Rachel discuss what it means to clearly define what you really want and practical tips to stay on track towards your desired future.

40. Business Travel

Marcus Dillon — Mon, 31 Oct 2022 04:15:02 -0700

Who's Really the Boss?

Business Travel

Business travel! Tagging along with a spouse that is traveling for business can be a win-win for couples. Marcus and Rachel talk through some ideas to think about before and after the trip. As always, communication is key!

39. Why doesn't anyone want to prepare my tax return?

Marcus Dillon — Mon, 24 Oct 2022 04:15:02 -0700

Who's Really the Boss?

Why doesn't anyone want to prepare my tax return?

"Why doesn't anyone want to prepare my tax return?" You have probably experienced the response "we're not accepting new clients or patients," as you are shopping for different services, but don't be surprised if you run into this as you are looking for a CPA to prepare your tax return. Marcus and Rachel discuss why fewer CPAs are willing to take on annual tax preparation clients and a better approach to get the tax advice you are looking for.

38. Are You Frustrated?

Marcus Dillon — Mon, 17 Oct 2022 04:30:01 -0700

Who's Really the Boss?

Are You Frustrated?

Are you finding yourself frustrated more often than not, or is your low level stress as a business owner starting to escalate? Marcus and Rachel discuss what it means to commit to your business model and the benefits from staying the course.

37. Identity Crisis

Marcus Dillon — Mon, 10 Oct 2022 04:25:01 -0700

Who's Really the Boss?

Identity Crisis

Running a small business as a couple can not only take over your calendar or conversations, but can easily start taking over how you determine your own value and worth. Marcus and Rachel discuss Rachel's mini melt down and why it is important to evaluate your roles in the business as well as separate your roles in the business from your value as a person.

36. Sept. 15 Deadline Celebration

Marcus Dillon — Mon, 03 Oct 2022 04:30:02 -0700

Who's Really the Boss?

Sept. 15 Deadline Celebration

With the business tax extension deadline behind us, this is a great time to evaluate what went well and what changes are needed. Marcus and Rachel discuss why it is important for the business to control procedures and timelines and not let systems fall to the habits of clients. They also celebrate the relatively uneventful extension deadline due to the diligence of the team and an unyielding commitment to the business model and values.

35. Get Out of Your Bubble

Marcus Dillon — Mon, 26 Sep 2022 04:30:03 -0700

Who's Really the Boss?

Get Out of Your Bubble

When considering attending in person conferences or trainings, don't limit your thinking to the time and monetary costs. There are so many benefits that outweigh the costs of getting out of your familiar environment. Marcus and Rachel discuss why it is important to get out of your bubble to gain new perspective.

34. CFO's Inbox

Marcus Dillon — Mon, 19 Sep 2022 04:30:02 -0700

Who's really the Boss?

CFO's Inbox

Fractional CFOs field a wide variety of questions from clients. From inquiring about expanding to second and third locations to offering competitive compensation to refinancing loans or paying down debt, small business owners rely on our team when faced with uncertainty. Our CFOs address these concerns for our clients, so small business owners can confidently make decisions and lead their businesses. In this episode, Marcus and Rachel discuss common questions and topics from their business clients.

33. Midyear Retreat Recap

Marcus Dillon — Mon, 12 Sep 2022 04:30:02 -0700

Who's Really the Boss?

Midyear Retreat Recap

August or September is a great time to revisit progress on goals set at the beginning of the year and to do a check-in on daily habits and routines that have fallen into place. With four months left in the year, your team can still accomplish great things no matter where you are currently trending. Marcus and Rachel discuss topics covered, feedback received, and things learned during the Dillon CPAs midyear retreat. Retreats are a great way to strengthen relationships, bolster culture, and clarify the vision and mission of your business.

32. Life Long Learners

Marcus Dillon — Mon, 05 Sep 2022 04:00:02 -0700

Who's Really The Boss?

Life Long Learners

In this episode, Marcus and Rachel highlight some key points from the Maxwell Leadership Podcast episode, "Ten Tools for Gaining a New Perspective." The podcast can be found at https://johnmaxwellleadershippodcast.com/

John Maxwell emphasizes the need for life long learning to influence others, create impact, and remain relevant.

31. Back to School

Marcus Dillon — Mon, 29 Aug 2022 04:00:02 -0700

Who's Really The Boss?

Back to School

Marcus and Rachel discuss the natural rhythms of the school year and how to take advantage of the "fresh start" of the school year to refocus and reset routines and habits to finish the year strong. In this episode, Marcus and Rachel discuss time blocking, improving routines, and prioritizing to make the biggest impact in your life and the lives of those around you.

30. Investing in your Future Self

Marcus Dillon — Mon, 22 Aug 2022 04:00:02 -0700

Who's Really the Boss?

Investing in your Future Self

Do you dream of what retirement might look like or aspire to be a different version of yourself? What you choose to do today determines a big part of your future. Marcus and Rachel discuss some areas of life where incorporating small habits today will drastically impact and improve the future You!

29. Guiding the Next Generation of Business Owners

Marcus Dillon — Mon, 15 Aug 2022 04:00:05 -0700

Who's Really the Boss?

Guiding the Next Generation of Business Owners

Seasoned business owners have a wealth of knowledge and experience to share with the next generation of business owners, but some don't know where to start. Marcus and Rachel discuss ideas on what types of information to share with new or prospective business owners.

28. The Intersection Between Automation and People

Marcus Dillon — Mon, 08 Aug 2022 04:00:03 -0700

Who's Really the Boss?

The Intersection Between Automation and People

Refining processes and automation helps create a profitable, scaleable business, but sometimes automation can stifle relationships with customers. Marcus and Rachel discuss the benefits of automation and how to use automation in your business to strengthen customer relationships as well as improve the daily responsibilities of your team.

27. Burnout

Marcus Dillon — Mon, 01 Aug 2022 04:00:03 -0700

Who's Really the Boss?

Burnout

Maybe you are fortunate enough to have just enjoyed a vacation and are well rested, or maybe you are feeling the effects of burnout in certain areas of your life. Marcus and Rachel discuss some early signs of burnout and some ways to reignite your joy and passion.

26. Face to Face in a Remote Work Environment

Marcus Dillon — Mon, 25 Jul 2022 04:00:02 -0700

Who's Really the Boss?

Face to Face in a Remote Work Environment

While Zoom and Teams meetings have allowed us to connect with others all around the world, so many of the building blocks of relationships are lost. Social cues, hugs, handshakes, downtime, and palpable energy are not experienced through a screen. Marcus and Rachel discuss the benefits of gathering face to face and practical tips of how to make it happen for your team.

25. Compromising as a Couple

Marcus Dillon — Mon, 18 Jul 2022 04:00:02 -0700

Who's Really The Boss?

Compromising as a Couple

Compromise requires a high level of maturity and effective communication. Marcus and Rachel discuss what it is really like to compromise both as a couple and in business.

24. More Isn't Always Better

Marcus Dillon — Mon, 11 Jul 2022 04:00:03 -0700

Who's Really the Boss?

More Isn't Always Better

Sometimes "more" seems like the best option, but often times more is not better. Better is better! Marcus and Rachel discuss the consequences of always seeking "more" and the importance of intentionally seeking "better".

23. Accountability Through Coaching

Marcus Dillon — Mon, 04 Jul 2022 04:00:02 -0700

Who's Really the Boss?

Accountability Through Coaching

Implementing change or changing habits may seem daunting or even impossible. Marcus and Rachel discuss the benefits they have experienced by hiring outside accountability to achieve both personal and professional goals.

22. Changing Direction

Marcus Dillon — Mon, 27 Jun 2022 04:00:02 -0700

Who's Really the Boss?

Changing Direction

Change is almost always hard and sometimes even scary or painful. Marcus and Rachel walk through 3 hard changes they implemented to get their business to a better place.

21. Quality Connection

Marcus Dillon — Mon, 20 Jun 2022 04:00:02 -0700

Who's Really the Boss?

Quality Connection

Being close in proximity to someone and "connecting" yield different results for relationships. Marcus and Rachel discuss practical tips to intentionally connect in order to nurture important relationships.

20. Set Apart vs. Seeking Attention

Marcus Dillon — Mon, 13 Jun 2022 04:00:02 -0700

Who's Really The Boss?

Set Apart vs. Seeking Attention

All businesses need to be noticed and known in order to thrive. Marcus and Rachel discuss the difference between running a business that is "set apart" verses running a business that seeks attention at any cost. Join us for a conversation about how to run a successful business without sacrificing values or integrity.

19. Thriving Through a Recession

Marcus Dillon — Mon, 06 Jun 2022 04:00:03 -0700

Who's Really The Boss?

Thriving Through a Recession

Just the word "recession" can bring fear and anxiety to many business owners, let alone leading through one. Marcus and Rachel discuss how to not only survive but also to thrive through a down economy.

18. Big Picture Thinking

Marcus Dillon — Mon, 30 May 2022 04:00:03 -0700

Who's Really The Boss?

Big Picture Thinking!

Big picture thinking can be challenging if you are so busy in day to day tasks and putting out daily fires. Marcus and Rachel discuss practical tips to make time for and ensure your big picture thinking sessions are productive.

17. Team Retreats Part 2

Marcus Dillon — Mon, 23 May 2022 04:00:02 -0700

Who's Really The Boss?

Team Retreats Part 2 How to plan and lead a retreat.

Real relationships, common values, and shared mission are what strengthen teams and drive successful businesses. Marcus and Rachel discuss practical tips to plan and lead a team retreat and the importance of taking time with your team.

16. Team Retreats Part 1

Marcus Dillon — Mon, 16 May 2022 04:00:02 -0700

Who's Really The Boss?

Team Retreats Part 1 Who, What, and Why

Real relationships, common values, and shared mission are what strengthen teams and drive successful businesses. Marcus and Rachel discuss the who, what, and why of team retreats and the importance of taking time with your team.

15. Tax Season 2022: How it really went!

Marcus Dillon — Mon, 09 May 2022 04:00:03 -0700

Who's Really the BOSS?

Episode 15 - Tax Season 2022: How it really went!

Celebrating achievements and identifying ways to improve are essential to the success of a business. Marcus and Rachel discuss what Dillon CPAs' tax season really looked like and ideas for getting even better.

14. We put the CULT in culture! Part 3 -

Marcus Dillon — Mon, 02 May 2022 04:00:02 -0700

Who's Really the BOSS?

Episode 14 - We put the CULT in culture! Part 3 -

Being intentional with your culture is more important than ever and it starts with finding the best person to lead your culture improvement efforts. Rachel and Marcus Dillon share some easy tips to transform the culture within your business.

13. We put the CULT in culture! Part 2 -

Marcus Dillon — Mon, 25 Apr 2022 04:00:02 -0700

Who's Really the BOSS?

Episode 13 - We put the CULT in culture! Part 2 -

Being intentional with your culture is more important than ever and it starts with finding the best person to lead your culture improvement efforts. Rachel and Marcus Dillon share some easy tips to transform the culture within your business.

12. We put the CULT in culture! Part 1 - Find a Cult Leader

Marcus Dillon — Mon, 18 Apr 2022 04:00:03 -0700

Who's Really the BOSS?

Episode 12 - We put the CULT in culture! Part 1 - Find a Cult Leader

Being intentional with your culture is more important than ever and it starts with finding the best person to lead your culture improvement efforts. Rachel and Marcus Dillon share some easy tips to transform the culture within your business.

11. Hassles of Hiring Part 3 - Remote 1st Culture

Marcus Dillon — Mon, 11 Apr 2022 04:00:03 -0700

Who's Really the BOSS?

Episode 11 - Hassles of Hiring Part 3 - Remote 1st Culture

Embracing a remote 1st culture can help standardize communication and processes across your organization. Rachel and Marcus Dillon share some easy tips to consider if you are curious about making the transition to a remote or hybrid workforce.

10. Hassles of Hiring Part 2 - Small Business, Big Benefits

Marcus Dillon — Mon, 04 Apr 2022 04:00:02 -0700

Once you find ideal team members, how do you compete with larger employers? Rachel and Marcus Dillon share some easy tips to take advantage of being a small business and how you can be flexible with your total compensation package.

9. Hassles of Hiring Part 1 - From Input to Impact

Marcus Dillon — Mon, 28 Mar 2022 04:00:03 -0700

Who's Really the BOSS?

Episode 9 - Hassles of Hiring Part 1 - From Input to Impact

Hiring and finding ideal team members can be more challenging than ever before. Rachel and Marcus Dillon share some easy tips to highlight your business and attract ideal candidates.

8. Who really owns your business? Part 3 - Delegation Master Class

Marcus Dillon — Mon, 21 Mar 2022 04:00:04 -0700

Who's Really the BOSS?

Episode 8 - Who really owns your business? Part 2 - Delegate like a king!

Delegation can empower others to shine while allowing you to focus on the most important aspects of your business. Rachel and Marcus Dillon share some easy tips to identify tasks that can be delegated and how to successfully transition those to others.

7. Who really owns your business? Part 2 - Time Blocking 101

Marcus Dillon — Mon, 14 Mar 2022 04:00:02 -0700

Who's Really the BOSS?

Episode 7 - Who really owns your business? Part 2 - You need time blocking now!

Time blocking and prioritizing your day will lead to better balance. Rachel and Marcus Dillon share some easy tips to make sure you don't lose control of your business to poor time management.

6. Who really owns your business? Part 1 - I deal in ideal

Marcus Dillon — Mon, 07 Mar 2022 04:00:20 -0800

Who's Really the BOSS?

Episode 6 - Who really owns your business? Part 1 - I deal in ideal.

Evaluating your ideal schedule, services, and clients are crucial to the success of your business. Rachel and Marcus Dillon share some easy tips to make sure you don't lose control of your business to any of these elements.

5. So you want to hire your spouse? Bonus

Marcus Dillon — Thu, 03 Mar 2022 04:00:02 -0800

Who's Really the BOSS?

Episode 5 - So you want to hire your spouse? Bonus

Tips and best practices to employ after deciding to hire your spouse! Rachel and Marcus Dillon share some easy tips to make sure employing a family member is successful.

4. So you want to hire your spouse? Part 3

Marcus Dillon — Mon, 28 Feb 2022 04:00:03 -0800

Who's Really the BOSS?

Episode 4 - So you want to hire your spouse? Part 3

Tips and best practices to employ after deciding to hire your spouse! Rachel and Marcus Dillon share some easy tips to make sure employing a family member is successful.

3. So you want to hire your spouse? Part 2

Marcus Dillon — Mon, 21 Feb 2022 04:00:03 -0800

Who's Really the BOSS?

Episode 3 - So you want to hire your spouse? Part 1

Is it a Good Decision or an Easy Decision? Rachel and Marcus Dillon share the final considerations to think though before deciding to work together.

2. So you want to hire your spouse? Part 1

Marcus Dillon — Mon, 14 Feb 2022 04:00:03 -0800

Who's Really the BOSS?

Episode 2 - So you want to hire your spouse? Part 1

Things to Consider FIRST! Rachel and Marcus Dillon share 4 things that everyone should consider before employing a family member.

1. Done and Posted!

Marcus Dillon — Wed, 26 Jan 2022 20:03:39 -0800

Marcus and Rachel Dillon embark on their podcast journey in this introductory episode.