"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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Marketing Essentials for Accountants
In this episode, Rachel and Marcus dive into the fundamental building blocks of marketing for accounting firms. They discuss how to identify your ideal client, create ...
Handling Price Increases
In this episode, Rachel and Marcus discuss their experience implementing price increases at DBA in 2024. They share their strategy of presenting clients with updated p...
Introducing DBA Firm: Operational Support for Accounting Firms
In this episode, Marcus and Rachel dive into the details of DBA Firm, a new venture aimed at providing operational support to accounting firms with revenues between $5...
Team Changes, New Tech, and Lessons Learned at a Growing Firm
In this episode of the Who's Really The Boss podcast, Marcus and Rachel offer an insightful debrief of their accounting firm's 2024 tax season. They discuss how strate...
Avoiding Five Firm Owner Pitfalls
In this episode, Rachel and Marcus delve into the common pitfalls that accounting firm owners often encounter, sharing hard-earned wisdom from their own experiences. T...