"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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Latest Episodes
The Mid-Tax Season Acquisition: Lessons from the First 70 Days
Rachel and Marcus are joined by Amy McCarty to discuss DBA's recent acquisition of a St. Louis-based accounting firm on January 31st - right in the middle of tax seaso...
Mastering Improvement Season
Rachel and Marcus discuss the critical period between April 15th and August 15th, which they call "improvement season" for accounting firms. They outline a structured ...
Beyond the Bottleneck: Creating Sustainable Capacity in Your Accounting Firm
Rachel and Marcus discuss the practical steps they took at Dylan Business Advisors to move from 70-hour workweeks to a sustainable 36-hour workweek year-round. They ex...
From Bottleneck to Breakthrough: Reorganizing Your Accounting Firm
Rachel and Marcus discuss the common problem of owners becoming the bottleneck in accounting firms under $3 million. They share their experience implementing their "Te...
Selling Your Accounting Firm: Misconceptions, Valuations, and Market Realities
Doug Lewis of The Visionary Group shares insider knowledge on the current accounting firm M&A landscape, revealing how valuation truly works and what buyers prioritize...