"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.

Latest Episodes

Behind the Scenes of Two Accounting Firm Acquisitions in One Year

Marcus and Rachel sit down with Amy McCarty to unpack the reality of DBA's two 2025 acquisitions—from pre-close team meetings and tech stack migrations to payment proc...

Beyond the Bottom Line: Creating Measurable Impact

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...

Five KPIs Every Accounting Firm Should Be Tracking

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...

Planning Team Retreats That Actually Drive Results

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...

More Episodes »
Broadcast by