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 | 169 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
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
Marcus and Rachel break down their Tax Advisory Plan (TAP), the $500/month individual tax offering built for high-income clients, referrals, and business owners exiting their companies. They cover pricing, onboarding fees, the "team of three" structu... 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. Craig Groeschel Leadership Podcast
4. Maxwell Leadership Podcast
5. EntreLeadership
How many episodes of Who's Really the BOSS? are there?
Who's Really the BOSS? launched 5 years ago and published 169 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. Amy McCarty
2. Sandra Koch
3. Fletcher Wimbush
4. Nick Liguori
5. James Buss
6. Cindy Buss
7. Tim Abbott
8. Matthew Kidd
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.