Who's Really the BOSS?
By Marcus Dillon, Rachel Dillon
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Image by Marcus Dillon, Rachel Dillon
Category: Business
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Episodes: 145
Description
"Who's Really the BOSS?" highlights the joys and challenges of running a CPA firm with your spouse or family. From hiring and terminating to improving capacity, cash flow, and culture, our conversations cover leadership, operations, and current accounting industry challenges. Our mission is to strengthen families and accounting firms by helping listeners avoid the mistakes we have made, so they can lead and live happily ever after.
| Episode | Date |
|---|---|
|
Hiring for Integrity: Building Your Dream Accounting Team
|
Oct 27, 2025 |
|
The Org Chart Advantage: Planning Your Firm's Future Team
|
Oct 13, 2025 |
|
Modernizing a 50-Year Legacy Practice
|
Sep 29, 2025 |
|
The Four R's of Improvement Season: Recharge, Review, Refocus, Refine
|
Sep 15, 2025 |
|
A CPA's Guide to Adding Financial Planning
|
Sep 01, 2025 |
|
From $400K to $3.5M: What to Delegate When
|
Aug 18, 2025 |
|
Taking Vacation During Tax Season
|
Aug 04, 2025 |
|
From Rice and Beans to $1.7M: A Young CPA's Growth Story
|
Jul 21, 2025 |
|
Two Years, Two Offices, and 177 Clients Later: How Two Partners Left to Build Their Dream Firm
|
Jul 07, 2025 |
|
Mid-Year Check-In: Goals, Growth, and Getting Away
|
Jun 23, 2025 |
|
The Real Story Behind Accounting Firm Valuations
|
Jun 09, 2025 |
|
From RECHARGE to Reality: Accounting Firm Growth Strategies
|
May 26, 2025 |
|
The Mid-Tax Season Acquisition: Lessons from the First 70 Days
|
May 12, 2025 |
|
Mastering Improvement Season
|
Apr 28, 2025 |
|
Beyond the Bottleneck: Creating Sustainable Capacity in Your Accounting Firm
|
Apr 14, 2025 |
|
From Bottleneck to Breakthrough: Reorganizing Your Accounting Firm
|
Mar 31, 2025 |
|
Selling Your Accounting Firm: Misconceptions, Valuations, and Market Realities
|
Mar 17, 2025 |
|
Growing Through Strategic Acquisition
|
Mar 03, 2025 |
|
Finding & Keeping Great Accounting Talent
|
Feb 17, 2025 |
|
Three Principles That Transformed Our Firm
|
Feb 03, 2025 |
|
Beyond Resolutions: Setting Achievable Goals in 2025
|
Jan 20, 2025 |
|
Decisions We're Making in Our $3 million Accounting Firm
|
Jan 06, 2025 |
|
The Evolution of Accounting Firm Deals
|
Dec 16, 2024 |
|
The Truth About 'Turning On' Marketing for Your Firm
|
Dec 02, 2024 |
|
Building Resilient Teams: Planning for Extended Leave
|
Nov 18, 2024 |
|
Converting Annual Clients to Monthly Relationships
|
Nov 04, 2024 |
|
The Power of Community
|
Oct 21, 2024 |
|
Beyond the Billable Hour
|
Oct 07, 2024 |
|
Beyond EOS: Tailoring Systems for Accounting Success
|
Sep 23, 2024 |
|
Collective by DBA
|
Sep 09, 2024 |
|
Inside the CFO Advisory Meeting: Real Client Stories
|
Aug 26, 2024 |
|
Unlocking Value in Accounting Conferences and Professional Growth
|
Aug 12, 2024 |
|
Sun, Sand, and Strategy
|
Jul 29, 2024 |
|
Marketing Essentials for Accountants
|
Jul 15, 2024 |
|
Handling Price Increases
|
Jul 01, 2024 |
|
Introducing DBA Firm: Operational Support for Accounting Firms
|
Jun 17, 2024 |
|
Team Changes, New Tech, and Lessons Learned at a Growing Firm
|
Jun 03, 2024 |
|
Avoiding Five Firm Owner Pitfalls
|
May 20, 2024 |
|
Hard Truths About Transitioning to Client Advisory Services (CAS)
|
May 06, 2024 |
|
The Art of Pricing Your Accounting Services
|
Apr 22, 2024 |
|
Evaluating Opportunities with Two Simple Questions
|
Apr 08, 2024 |
|
Navigating Unexpected Team Transitions
|
Mar 25, 2024 |
|
Business Ownership: 30's vs 40's
|
Mar 11, 2024 |
|
Why Are You The Way You Are?
|
Feb 26, 2024 |
|
Interview with a Team of 3
|
Feb 19, 2024 |
|
Hope is NOT a Strategy
|
Feb 12, 2024 |
|
Stop Lying to Yourself
|
Feb 05, 2024 |
|
DBA Uncensored - Our Accounting Firm's Real Yearend Data
|
Jan 29, 2024 |
|
We Accidentally Raised an Entrepreneur
|
Jan 22, 2024 |
|
S2E47. What Successful People Do Next
|
Dec 18, 2023 |
|
S2E46. Riches in the Niches
|
Dec 11, 2023 |
|
S2E45. When Change is Out of Your Control
|
Dec 04, 2023 |
|
S2E44. The Secret to a Successful Accounting Firm
|
Nov 27, 2023 |
|
S2E43. Lessons Learned through 12 M&A Deals
|
Nov 20, 2023 |
|
S2E42. Can Advisory Survive a Down Economy?
|
Nov 13, 2023 |
|
S2E41. You Need to Calm Down
|
Nov 06, 2023 |
|
S2E40. To Rent or To Own as a Business Owner
|
Oct 30, 2023 |
|
S2E39. Scheduling Simplified
|
Oct 23, 2023 |
|
S2E38. Something Has to Change
|
Oct 16, 2023 |
|
S2E37. Before you quit...
|
Oct 09, 2023 |
|
S2E36. Wing it or Work for it
|
Oct 02, 2023 |
|
S2E35. We left our daughter in another country
|
Sep 25, 2023 |
|
S2E34. It's Time to Break Up
|
Sep 18, 2023 |
|
S2E33. Managing Expectations to Increase Satisfaction
|
Sep 11, 2023 |
|
S2E32. From Founder to Successor
|
Sep 04, 2023 |
|
S2E31. It's A Family Affair
|
Aug 28, 2023 |
|
S2E30. Don't Be So Negative
|
Aug 21, 2023 |
|
S2E29. Falling Back in Love with Your Business
|
Aug 14, 2023 |
|
S2E28. Get Out of Your Head
|
Aug 07, 2023 |
|
S2E27. Is This Business Coach Legit
|
Jul 31, 2023 |
|
S2E26. Because Top-line Revenue Sounds Good
|
Jul 24, 2023 |
|
S2E25. From Work to Wisdom
|
Jul 17, 2023 |
|
S2E24. Do You Really Need ChatGPT in Your Business?
|
Jul 10, 2023 |
|
Special Episode - How to Avoid Falling Into the Same Trap
|
Jul 03, 2023 |
|
S2E23. The Key to Resiliency
|
Jun 26, 2023 |
|
S2E22. Conference or Vacation
|
Jun 19, 2023 |
|
S2E21. Does Your Business Measure Up
|
Jun 12, 2023 |
|
S2E20. Defining Seasons of Business with your Spouse
|
Jun 05, 2023 |
|
S2E19. Preparing for Change
|
May 29, 2023 |
|
S2E18. Retreat Preparations
|
May 22, 2023 |
|
S2E17. Improving Accounts Receivable to Improve Cash Flow
|
May 15, 2023 |
|
S2E16. No Margin for Error
|
May 08, 2023 |
|
S2E15. Making Connections to Expand Your Network
|
May 01, 2023 |
|
S2E14. Tax Season Recap
|
Apr 24, 2023 |
|
S2E13. Making Hard Decisions
|
Apr 17, 2023 |
|
S2E12. When You Can't Break on Spring Break
|
Apr 10, 2023 |
|
S2E11. Health and Wellness for Small Business
|
Apr 03, 2023 |
|
S2E10. Management is a Ministry
|
Mar 20, 2023 |
|
S2E9. Capacity Planning for Improved Culture
|
Mar 13, 2023 |
|
S2E8. It Takes A Village - The Business Owner's Support Team
|
Mar 06, 2023 |
|
S2E7. Optimizing Your Business with Proper Entity Selection
|
Feb 27, 2023 |
|
S2E6. CFOs Need Controllers
|
Feb 20, 2023 |
|
S2E5. Fractional Controllers - The Real MVPs of Tax Savings
|
Feb 13, 2023 |
|
S2E4. Nothing Lasts Forever - Finishing Well
|
Feb 06, 2023 |
|
S2E3. Is This a Good DSO Offer?
|
Jan 30, 2023 |
|
S2E2. So You Want to Sell Your Business
|
Jan 23, 2023 |
|
S2E1. New Year, New Anxiety?
|
Jan 16, 2023 |
|
48. Bonus Episode: Merry Christmas
|
Dec 22, 2022 |
|
47. So You Want to be a Fractional CFO?
|
Dec 19, 2022 |
|
46. How Are You Celebrating?
|
Dec 12, 2022 |
|
45. Finish the Year Strong
|
Dec 05, 2022 |
|
44. The Secret Sauce for Small Businesses
|
Nov 28, 2022 |
|
43. That Glow Up, Though!
|
Nov 21, 2022 |
|
42. A Glow Up is Coming
|
Nov 14, 2022 |
|
41. What Do You Really Want?
|
Nov 07, 2022 |
|
40. Business Travel
|
Oct 31, 2022 |
|
39. Why doesn't anyone want to prepare my tax return?
|
Oct 24, 2022 |
|
38. Are You Frustrated?
|
Oct 17, 2022 |
|
37. Identity Crisis
|
Oct 10, 2022 |
|
36. Sept. 15 Deadline Celebration
|
Oct 03, 2022 |
|
35. Get Out of Your Bubble
|
Sep 26, 2022 |
|
34. CFO's Inbox
|
Sep 19, 2022 |
|
33. Midyear Retreat Recap
|
Sep 12, 2022 |
|
32. Life Long Learners
|
Sep 05, 2022 |
|
31. Back to School
|
Aug 29, 2022 |
|
30. Investing in your Future Self
|
Aug 22, 2022 |
|
29. Guiding the Next Generation of Business Owners
|
Aug 15, 2022 |
|
28. The Intersection Between Automation and People
|
Aug 08, 2022 |
|
27. Burnout
|
Aug 01, 2022 |
|
26. Face to Face in a Remote Work Environment
|
Jul 25, 2022 |
|
25. Compromising as a Couple
|
Jul 18, 2022 |
|
24. More Isn't Always Better
|
Jul 11, 2022 |
|
23. Accountability Through Coaching
|
Jul 04, 2022 |
|
22. Changing Direction
|
Jun 27, 2022 |
|
21. Quality Connection
|
Jun 20, 2022 |
|
20. Set Apart vs. Seeking Attention
|
Jun 13, 2022 |
|
19. Thriving Through a Recession
|
Jun 06, 2022 |
|
18. Big Picture Thinking
|
May 30, 2022 |
|
17. Team Retreats Part 2
|
May 23, 2022 |
|
16. Team Retreats Part 1
|
May 16, 2022 |
|
15. Tax Season 2022: How it really went!
|
May 09, 2022 |
|
14. We put the CULT in culture! Part 3 -
|
May 02, 2022 |
|
13. We put the CULT in culture! Part 2 -
|
Apr 25, 2022 |
|
12. We put the CULT in culture! Part 1 - Find a Cult Leader
|
Apr 18, 2022 |
|
11. Hassles of Hiring Part 3 - Remote 1st Culture
|
Apr 11, 2022 |
|
10. Hassles of Hiring Part 2 - Small Business, Big Benefits
|
Apr 04, 2022 |
|
9. Hassles of Hiring Part 1 - From Input to Impact
|
Mar 28, 2022 |
|
8. Who really owns your business? Part 3 - Delegation Master Class
|
Mar 21, 2022 |
|
7. Who really owns your business? Part 2 - Time Blocking 101
|
Mar 14, 2022 |
|
6. Who really owns your business? Part 1 - I deal in ideal
|
Mar 07, 2022 |
|
5. So you want to hire your spouse? Bonus
|
Mar 03, 2022 |
|
4. So you want to hire your spouse? Part 3
|
Feb 28, 2022 |
|
3. So you want to hire your spouse? Part 2
|
Feb 21, 2022 |
|
2. So you want to hire your spouse? Part 1
|
Feb 14, 2022 |
|
1. Done and Posted!
|
Jan 27, 2022 |