Presented by Dillon Business Advisors

"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

How to Buy a $400K Accounting Firm for $20K Out of Pocket

SBA loan broker Eric Rabinovich joins Marcus and Rachel to break down what actually gets a bank to say yes to a firm acquisition, from debt service coverage ratios to ...

One Year Post Firm Acquisition: Retention, Revenue, and What We'd Change

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...

Building a Firm That Fits Your Values

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 ...

The Tax Advisory Plan: Pricing, Team Structure, and Why It's Not on Our Website

Marcus and Rachel break down their Tax Advisory Plan (TAP), the $500/month individual tax offering built for high-income clients, referrals, and business owners exitin...

Stop Guessing, Start Hiring: A FACT-Driven System for Accounting Firms

Fletcher Wimbush of Discover.ai returns to break down his FACT system for hiring at accounting firms: Focus, Attract, Candidate Evaluation, and Training. He explains w...

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