"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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Rachel and Marcus unveil the DBA Impact Fund, a donor-advised fund through National Christian Foundation that channels 1% of every revenue dollar toward charitable cau...
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Marcus and Rachel break down the five essential KPIs that drive firm value, using real data from over 200 accounting firms. They reveal how the average firm in their n...
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Rachel and Marcus break down their year-end team retreat planning process, from the leadership framework they used to set 2026 goals to the logistics of bringing 25+ r...
Niching Down and Scaling Up
Nick Liguori shares how he transformed his New Hampshire accounting firm into a med spa specialist, growing to seven employees and approaching $1 million in revenue wi...
Leading Change, Creating Impact: Highlights from Gather 2025
Marcus and Rachel recap Gather 2025, their fall event that brought 105 firm owners, leaders, and team members together in Grapevine, Texas. They walk through the four ...