"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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From Rice and Beans to $1.7M: A Young CPA's Growth Story
Nate Goodman shares his remarkable journey from starting a church bookkeeping practice in 2019 to building a $1.7 million CPA firm by age 29. He opens up about the cha...
Two Years, Two Offices, and 177 Clients Later: How Two Partners Left to Build Their Dream Firm
After spending 20 and 30 years respectively at their previous firm, Anna and Gwen made the leap to start Hodges and Hergenrader in October 2023, and the results speak ...
Mid-Year Check-In: Goals, Growth, and Getting Away
Rachel and Marcus dive into planning their upcoming Mexico retreat for all 26 Dillon Business Advisors team members and spouses. After surveying their team using Patri...
The Real Story Behind Accounting Firm Valuations
The traditional 1X revenue multiple for accounting firms is becoming a relic of the past, with some firms now commanding 4-6X EBITDA valuations. This episode explores ...
From RECHARGE to Reality: Accounting Firm Growth Strategies
Rachel and Marcus recap their recent RECHARGE conference, an in-person event for accounting firm owners that fostered deep discussions on KPIs, firm valuations, and in...