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Who's Really the BOSS?

Marcus Dillon, Rachel Dillon
Collective By DBA
Dillon Business Advisors
Client Relationships
Mergers and Acquisitions
Dylan Business Advisors
Work-Life Balance
Accounting Firms
Accounting Profession
Monthly Recurring Revenue
Accounting
Valuation
Community Forums
Private Equity
Client Acquisition
Baby Boomer Generation
Advisory Services
Family Dynamics
CPA Services
Tax Services
Improvement Season

"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 ca... more

PublishesTwice monthlyEpisodes170Founded5 years ago
Number of ListenersCategory
Business

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Artwork for Who's Really the BOSS?

Latest Episodes

When an accounting firm is busy keeping up with changes in technology and the industry, its team and clients can quietly get pushed to the side. Returning guest Matt Kidd joins Marcus and Rachel to talk about staying intentional with both. He covers ... more

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SBA loan broker Eric Rabinovich joins Marcus and Rachel to break down what actually gets a bank to say yes to a firm acquisition, from debt service coverage ratios to the rule changes taking effect October 1st. They work through real numbers, includi... more

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A year after closing their second acquisition of 2025, Marcus and Rachel Dillon bring in Amy McCarty to tally up what actually happened once the ink dried. They walk through the KPIs that mattered most, the client and staff turnover nobody puts in th... more

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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... more

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Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Recent Guests

Matt Kidd
Returning guest; leader of Festivus Miracles, CPA/financial planning practitioner
Festivus Miracles, Focus Financial (RIA)
Episode: Who Are You Choosing to Do Life With?
Eric Rabinovich
Guest with expertise in professional services lending and acquisitions
Sbalone Lab (debt advisory / loan brokerage)
Episode: How to Buy a $400K Accounting Firm for $20K Out of Pocket
Amy McCarty
Director of Operations, Co-Founder of Collective by DBA
Collective by DBA / DBA
Episode: One Year Post Firm Acquisition: Retention, Revenue, and What We'd Change
Fletcher Wimbush
Hiring and talent acquisition consultant for small CPA firms
discover.ai
Episode: Stop Guessing, Start Hiring: A FACT-Driven System for Accounting Firms
Sandra Koch
Owner of Aurora Consulting Group
Aurora Consulting Group
Episode: Running a Remote Accounting Firm From a Mexican Beach
Nick Liguori
Founder of a Med Spa-focused accounting firm
Med Spa accounting niche
Episode: Niching Down and Scaling Up
James Buss
Owner of Buss CPA, with extensive background in construction-related clients
Buss CPA
Episode: $50K to $1.1M: Building a Firm with Your Spouse
Cindy Buss
Operations/managerial lead and spouse to James, driving processes and pricing
Buss CPA
Episode: $50K to $1.1M: Building a Firm with Your Spouse
Tim Abbott
CPA in the Chicago suburbs; third-generation owner; M&A experience
MJ Vanden Brook / Vanden Brook practice (through acquisition)
Episode: Modernizing a 50-Year Legacy Practice

Hosts

Rachel Dillon
Co-host and co-founder involved in leadership discussions and driving conversations.
Marcus Dillon
Co-host and co-founder, frequently shares experiences and facilitates discussion.

Reviews

4.5 out of 5 stars from 18 ratings
  • Great discussions across a number of topics

    These to do a phenomenal job of balancing the art of sustaining a marriage with the science of running a business together.

    Great job, Rachel and Marcus.

    I’ve enjoyed the varied topics from the nuances of building a future-focused firm, to managing the chaos of home and office together.

    Your perspectives are spot on!!

    Apple Podcasts
    5
    JR Ministries
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners value practical, actionable firm-operating insights.
People appreciate the mix of real-world stories and systemized hiring/operational frameworks.
Great discussions about balancing a family life with running a business.

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Talking Points

Recent interactions between the hosts and their guests.

One Year Post Firm Acquisition: Retention, Revenue, and What We'd Change
Q: Amy, would you share a course correction we had to make along the way?
We implemented password management changes by migrating to PracticeProtect, but adoption across the whole team was uneven. The takeaway was to enforce a hard cut-off date so that everyone uses the same system, ensuring proper security and consistent access. Going forward, we plan to strengthen adoption and documentation to prevent similar issues.
Stop Guessing, Start Hiring: A FACT-Driven System for Accounting Firms
Q: What steps should CPA firms take to attract and engage the right talent before a job opens?
Identify target profiles, actively search the market using direct outreach and networking, leverage referrals from current employees, and maintain a long-term bench of potential hires who you can engage with regularly.
Stop Guessing, Start Hiring: A FACT-Driven System for Accounting Firms
Q: What is the core idea behind a fact-driven hiring system for CPAs?
The system centers on clearly defining what good looks like through rigorous job analysis, building a proactive talent pool, and using data-backed criteria to evaluate candidates, rather than relying on gut feelings or resumes alone.
A CPA's Guide to Adding Financial Planning
Q: What inspired you to add financial planning to your CPA practice?
We saw opportunity from legacy 1040s and realized we could significantly help clients by offering wealth management and tax planning under one roof, which also created a clearer path for referrals and growth.
Taking Vacation During Tax Season
Q: What are your current goals and initiatives for the firm?
Focus on leveraging technology to improve processes and expand services, while planning for growth and potential leadership transitions; maintaining a path for staff advancement and client service excellence.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Who's Really the BOSS?

What is Who's Really the BOSS? about and what kind of topics does it cover?

This show centers on running CPA firms with a family or partner, exploring leadership, operations, culture, and the evolving accounting landscape. Episodes commonly cover client strategy, growth through hiring and mergers, pricing and service models, remote work, and governance—often framed around building sustainable firms that balance professional success with family life. Notable threads include how to scale with culture in mind, practical operating systems, and practical tools for hiring, onboarding, and automation. The format typically features two hosts sharing real-world experiences, failures, and lessons learned, with occasional guests offering specialized insights. Listeners can expect actionable frameworks, community-oriented tact... more

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Who's Really the BOSS? launched 5 years ago and published 170 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Who's Really the BOSS??

Recent guests on Who's Really the BOSS? include:

1. Matt Kidd
2. Eric Rabinovich
3. Amy McCarty
4. Fletcher Wimbush
5. Sandra Koch
6. Nick Liguori
7. James Buss
8. Cindy Buss

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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