"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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In this episode, Rachel and Marcus share their experiences and insights on navigating the challenging task of pricing client accounting and advisory services (CAS). Th...
Evaluating Opportunities with Two Simple Questions
In this episode, Marcus and Rachel discuss two critical questions every business owner should ask when evaluating new opportunities - whether it simplifies their life ...
Navigating Unexpected Team Transitions
When a team member resigns with no notice, it can feel like chaos. Rachel and Marcus share their experience handling a sudden departure and how their team structure al...
Business Ownership: 30's vs 40's
Rachel and Marcus discuss the differences between being business owners in their thirties versus their forties. They reflect on the intense focus and long hours requir...