Who's Really the BOSS? copertina

Who's Really the BOSS?

Who's Really the BOSS?

Di: Marcus Dillon Rachel Dillon
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"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.Copyright Marcus Dillon Economia
Episodi
  • Building a Firm That Fits Your Values

    Building a Firm That Fits Your Values
    Aug 31 2026

    Sandra Koch returns to share how she's built a firm around flexibility, trust, responsiveness, and genuine care for both her team and clients. She discusses leading a fully remote team, creating a people-first culture, and why aligning your firm with your own values is more sustainable than trying to follow someone else's blueprint.

    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 Back Sandra
    • (02:59) - Life Moves Mexico Build
    • (06:17) - Rest And Perspective
    • (09:09) - Pause And Parking Lot
    • (11:55) - Firm Snapshot Services
    • (14:01) - Remote Tech Stack
    • (19:53) - AI Tools And Training
    • (29:18) - Flexibility Ground Rules
    • (32:45) - Client Experience Responsiveness
    • (40:38) - Team Meetings Pep Rally
    • (44:27) - Book Club Favorites
    • (48:05) - Final Values And Community
    • (51:29) - Thanks And Wrap Up
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    52 min
  • The Tax Advisory Plan: Pricing, Team Structure, and Why It's Not on Our Website

    The Tax Advisory Plan: Pricing, Team Structure, and Why It's Not on Our Website
    Aug 17 2026

    Marcus and Rachel break down their Tax Advisory Plan (TAP), the $500/month individual tax offering built for high-income clients, referrals, and business owners exiting their companies. They cover pricing, onboarding fees, the "team of three" structure, and why they deliberately cap new TAP clients at 10 per year and keep the service off their website.

    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 Podcast
    • (01:02) - Why Create TAP
    • (02:24) - Lessons From AIM
    • (04:28) - TAP Pitch and Inclusions
    • (05:50) - Pricing and Add Ons
    • (08:44) - Who TAP Is For
    • (10:01) - Off Ramp Client Story
    • (15:13) - Onboarding Fees Explained
    • (21:31) - Team of Three Handoff
    • (26:46) - Role Breakdown and Workflow
    • (34:28) - Capacity Goals for TAP
    • (36:07) - Jerry Case Study
    • (46:59) - Kickoff and Early Wins
    • (52:16) - Wrap Up and Secret Menu
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    54 min
  • Stop Guessing, Start Hiring: A FACT-Driven System for Accounting Firms

    Stop Guessing, Start Hiring: A FACT-Driven System for Accounting Firms
    Aug 3 2026

    Fletcher Wimbush of Discover.ai returns to break down his FACT system for hiring at accounting firms: Focus, Attract, Candidate Evaluation, and Training. He explains why most firms don't have a job posting problem, they have a talent market access problem, and why waiting until you're desperate to hire almost always leads to a bad match. Marcus and Rachel dig into real examples from their own hiring history, from overvaluing big-name resumes to the questions that actually reveal whether a candidate wants full-time work at all.

    Sponsors
    Discover.AI - discover.ai


    Link Access Hiring Resources
    https://2pmby.share.hsforms.com/2uVddML85SK-D-sca6e4OcA

    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 and Guest Intro
    • (01:00) - Fletcher Origin Story
    • (03:55) - Discoverai Background
    • (05:43) - Why Hiring Still Hard
    • (06:23) - Measure Twice Cut Once
    • (08:39) - Fact Driven Hiring Mindset
    • (09:59) - Talent Market Access
    • (13:44) - Build Your Talent Bench
    • (16:07) - Define Roles and Scorecards
    • (18:15) - Hire for Integrity
    • (22:43) - Winning System Overview
    • (24:51) - Proactive Sourcing Playbook
    • (27:30) - Employee Referral Engine
    • (30:08) - Referral Gratitude Wins
    • (31:41) - Avoid Desperation Hiring
    • (33:21) - Define the Job Clearly
    • (36:28) - What Top Candidates Want
    • (41:28) - Build Employer of Choice
    • (44:15) - Onboarding for Year One
    • (50:57) - Interview for Schedule Fit
    • (54:54) - Final Hiring Advice
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    57 min
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