"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
Publishes | Twice monthly | Episodes | 144 | Founded | 4 years ago |
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Number of Listeners | Category | Business |
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
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
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
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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!!
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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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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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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