Who's Really the BOSS?
Marcus Dillon, Rachel Dillon"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 | 164 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Marcus and Rachel set a goal of 15 new monthly clients for all of 2026 — and blew past it by June, landing 20. They walk through the $101,415 in onboarding fees that came with those clients, why 85% of that growth... more
Marcus and Rachel break down how Dillon Business Advisors moved from an owner-led firm to a director-led one, walking through the seven components they use to define every director role, from ownership and KPIs to the weekly question that keeps peopl... more
Marcus is back from five weeks on the conference circuit, from Collective's Recharge to Intuit and ADP councils to Accounting Today's Firm Growth Forum, and he and Rachel unpack what it signals for firms. They cover the surge in roll-ups and private ... more
Marcus and Rachel publicly unveil Streamlined OS, the operating system Collective by DBA built specifically for accounting firms to connect strategy, execution, measurement, and improvement in one place. They walk through how its 62-question assessme... more
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- 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 Podcasts5JR Ministries
United States3 years ago
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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?
Two CPA firm leaders who frequently work with family and spouse partnerships discuss the realities of running a professional services firm together. Topics span governance, hiring and retention, growth strategies, technology adoption (including automation and AI), and managing operations at scale. Episodes emphasize practical frameworks for client service, team structure, and culture, often anchored by real-world examples like acquisitions, remote work, branding, and KPI tracking. The conversations are distinctly hands-on, with a bias toward actionable templates, templates, and community resources from a broader DBA ecosystem. A core differentiator is the focus on balancing family dynamics with firm strategy, aiming to help listeners grow h... more
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Which podcasts are similar to Who's Really the BOSS??
These podcasts share a similar audience with Who's Really the BOSS?:
1. The Accounting Podcast
2. Jason On Firms Podcast
3. Future Firm Accounting Podcast
4. EntreLeadership
5. Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
How many episodes of Who's Really the BOSS? are there?
Who's Really the BOSS? launched 4 years ago and published 164 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. Sandra Koch
2. Amy McCarty
3. Nick Liguori
4. James Buss
5. Cindy Buss
6. Fletcher Wimbush
7. Tim Abbott
8. Matthew Kidd
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