"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.
Recommended Episode
Finding & Keeping Great Accounting Talent
Recruiting expert John Randolph pulls back the curtain on what it really takes to find and hire great accounting talent in today's market. Through candid discussion of...
Latest Episodes
From $400K to $3.5M: What to Delegate When
Rachel and Marcus share their journey of learning when and how to delegate responsibilities as their firm grew from $400K to over $3M in revenue. They break down speci...
Taking Vacation During Tax Season
Shawn Gubler of Kinexus CPAs shares how he transformed his approach to firm ownership by taking vacations during tax season, building meaningful partnerships, and crea...
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...