"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.
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Fletcher Wimbush from Discovered.AI joins the show to tackle one of the biggest challenges facing CPA firms today: finding and hiring quality talent. Fletcher shares h...
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Rachel and Marcus reveal how they use organizational charts as a strategic tool for firm growth at Dillon Business Advisors. They walk through their process of identif...
Modernizing a 50-Year Legacy Practice
Tim Abbott shares his journey from merging his small practice into MJ Vanden Brook in 2012 to becoming the third-generation owner of the 50-year-old firm. He discusses...
The Four R's of Improvement Season: Recharge, Review, Refocus, Refine
Rachel and Marcus share their approach to "improvement season" - the strategic summer months between tax deadlines when most accounting firms slow down. They break dow...
A CPA's Guide to Adding Financial Planning
Matt Kidd joins us and shares how he transformed a traditional 1040 firm into a hybrid practice offering both tax services and wealth management after acquiring a $400...