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Who's Really the BOSS?

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

"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 monthlyEpisodes144Founded4 years ago
Number of ListenersCategory
Business

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Artwork for Who's Really the BOSS?

Latest Episodes

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... more

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 ... more

YouTube

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... more

YouTube

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 p... more

YouTube

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Recent Guests

Doug Lewis
Managing Director of The Visionary Group, a company focused on M&A transactions for accounting firms
The Visionary Group
Episode: Selling Your Accounting Firm: Misconceptions, Valuations, and Market Realities
John Randolph
Owner of Benaiah Consulting Group, focusing on staffing solutions for small to mid-sized CPA firms.
Benaiah Consulting Group
Episode: Finding & Keeping Great Accounting Talent
Sara Sharp
An attorney specializing in legal services for buying and selling accounting practices
SKNS Law Group
Episode: The Evolution of Accounting Firm Deals
Lezlie Reeves
CFO at Dillon Business Advisors
Dillon Business Advisors
Episode: Building Resilient Teams: Planning for Extended Leave
Ben Gabriel
Consultant with 20 years in the accounting profession focused on software and technology.
Episode: The Power of Community

Hosts

Rachel Dillon
Co-host providing insights on balancing family and business operations, emphasizing personal anecdotes that resonate with listeners.
Marcus Dillon
Co-host who offers perspectives on leadership and team management within family businesses, enhancing the dynamic of conversations.

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 States2 years ago

Listeners Say

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

The podcast is praised for providing actionable advice that is directly applicable to both business operations and family dynamics.
Listeners appreciate the hosts' balance of personal anecdotes and professional insights, recognizing the relatable nature of their discussions.

Top Business Podcasts

Talking Points

Recent interactions between the hosts and their guests.

The Evolution of Accounting Firm Deals
Q: What do you see as alternatives to the old school partner model for CPA firms?
Sara explains the potential of phantom equity plans that treat employees like owners without the complications of actual ownership—aligning their interests with the firm.
The Evolution of Accounting Firm Deals
Q: What is your opinion on niching since it seems like that has taken off?
Sara emphasizes the importance of finding the right niche in legal services, especially for accounting practices, as it helps in understanding client needs better.
Building Resilient Teams: Planning for Extended Leave
Q: What did you find worked exceptionally well during the maternity leave period?
The planning and systems put in place allowed the team to function smoothly and effectively. People were able to take their leaves without worrying about work.
Selling Your Accounting Firm: Misconceptions, Valuations, and Market Realities
Q: What are some big misconceptions that they kind of maybe get disappointed or are surprised by once they talk with you?
Doug highlights that potential sellers often think they can expect high valuations based on anecdotal evidence from others and underestimate the unique aspects of their own firm.
Selling Your Accounting Firm: Misconceptions, Valuations, and Market Realities
Q: What are you seeing as far as valuations for some of these firms that do 1 to 10 million dollars in annual revenue?
Doug explains that the valuation conversation can vary greatly, but generally, firms can expect around one times gross revenue, adjusted based on various factors like profitability and client services.

Audience Metrics

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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?

Focused on supporting individuals who run CPA firms with family members, discussions often revolve around the unique dynamics of balancing personal and professional relationships in the accounting industry. Common topics include hiring practices, managing team dynamics during significant changes, ensuring a healthy work-life balance, and strategies for growth and operational efficiency in accounting firms. Notable episodes also feature insights into mergers and acquisitions, navigating the nuances of client relationships, and ways to enhance firm culture while fostering strong family ties. This approach sets it apart by not only addressing business challenges but also emphasizing the importance of family compatibility in the workplace.

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Who's Really the BOSS? launched 4 years ago and published 144 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. Doug Lewis
2. John Randolph
3. Sara Sharp
4. Lezlie Reeves
5. Ben Gabriel

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