"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

Building Resilient Teams: Planning for Extended Leave

Rachel and Marcus are joined by DBA team member Lezlie Reeves to share how their firm successfully managed concurrent extended leaves. They share their detailed approa...

Converting Annual Clients to Monthly Relationships

Rachel and Marcus dive into how their accounting firm successfully converted two major clients into comprehensive monthly service relationships - one transitioning fro...

The Power of Community

Ben Gabriel joins Rachel and Marcus to discuss the transformative power of peer groups and advisory services for accounting firm owners. They explore how these communi...

Beyond the Billable Hour

Rachel and Marcus dive deep into their firm's evolution of time tracking and practice management, from old-school stamps to modern software solutions. Despite moving b...

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...

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