"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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A year after closing their second acquisition of 2025, Marcus and Rachel Dillon bring in Amy McCarty to tally up what actually happened once the ink dried. They walk t...
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Sandra Koch returns to share how she's built a firm around flexibility, trust, responsiveness, and genuine care for both her team and clients. She discusses leading a ...
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How We Landed 20 New Clients in 6 Months
Marcus and Rachel set a goal of 15 new monthly clients for all of 2026 — and blew past it by June, landing 20. They walk through the $101,415 in onboarding fees that c...