
"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 | 170 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||

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
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
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
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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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.










Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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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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
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