"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 can lead and live happily ever after.

Latest Episodes

Beyond EOS: Tailoring Systems for Accounting Success

This episode explores the intersection of popular business operating systems like EOS (Entrepreneurial Operating System) and tailored solutions for accounting firms. C...

Collective by DBA

Marcus and Rachel introduce Collective by DBA, the evolution of their accounting firm support initiative. They discuss the motivation behind creating this community, i...

Inside the CFO Advisory Meeting: Real Client Stories

Rachel and Marcus provide an in-depth look at the intricacies of CFO advisory meetings, using real-world examples from a marketing agency and a dental practice. Marcus...

Unlocking Value in Accounting Conferences and Professional Growth

Rachel and Marcus offer a comprehensive look at how accounting professionals can make the most of conferences and other learning opportunities. They share insights on ...

Sun, Sand, and Strategy

In this episode, Marcus and Rachel discuss their recent team retreat to Florida, sharing insights on planning a successful getaway for a virtual firm. They dive into t...

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