All Episodes

Displaying 61 - 90 of 117 in total

S2E9. Capacity Planning for Improved Culture

Who's Really the Boss✦Capacity Planning for Improved Culture✦Justin Newhall, VP of Revenue at Dillon Business Advisors, joins Marcus and Rachel to discuss capacity pla...

S2E8. It Takes A Village - The Business Owner's Support Team

Who's Really the Boss✦It Takes A Village - The Business Owner's Support Team✦It takes a village to raise a family AND to run a successful business. Marcus and Rachel d...

S2E7. Optimizing Your Business with Proper Entity Selection

Who's Really the Boss✦Optimizing Your Business with Proper Entity Selection✦Brett Moyer, attorney with Moyer Lewis, LLP talks with Marcus and Rachel about the best leg...

S2E6. CFOs Need Controllers

Who's Really the Boss✦CFOs Need Controllers✦While clients often say they only want financial advice and strategy, accurate and timely financial data is needed to make ...

S2E5. Fractional Controllers - The Real MVPs of Tax Savings

Who's Really the Boss✦Fractional Controllers - The Real MVPs of Tax Savings✦Fractional Controllers are an integral part of the DBA Team of 3. Marcus and Rachel discuss...

S2E4. Nothing Lasts Forever - Finishing Well

Who's Really the Boss✦Nothing Lasts Forever - Finishing Well✦Whether you need to reduce expenses, need different services, or no longer value the services being provid...

S2E3. Is This a Good DSO Offer?

Who's Really The BossIs this a good DSO offer?DSOs, DPOs, and other industry specific organizations are prevalent in the market and making offers to dental, orthodonti...

S2E2. So You Want to Sell Your Business

Who's Really the Boss✦So You Want to Sell Your Business?✦In this episode, Marcus and Rachel discuss everything you need to know about selling a business. From determin...

S2E1. New Year, New Anxiety?

Who's Really The Boss✦New Year, New Anxiety?✦Marcus and Rachel discuss how they are alleviating the stress of tackling the goals they have laid out for 2023! Find out ...

48. Bonus Episode: Merry Christmas

Who's Really the BossBonus EpisodeThank you to each and every listener, advocate, client, family member and friend that have supported the podcast and Dillon Business ...

47. So You Want to be a Fractional CFO?

Who's Really the BossSo You Want to be a Fractional CFO?It's easy to hear the highlights of a person's responsibilities and dream about a position that sounds easier, ...

46. How Are You Celebrating?

Who's Really the Boss?How Are You Celebrating?How are you celebrating the work and the people who have contributed to all that has been accomplished in 2022? Celebrati...

45. Finish the Year Strong

Who's Really the Boss?Finish the Year StrongWe are in the final month of the year and social calendars are filling up quickly. Marcus and Rachel discuss what business ...

44. The Secret Sauce for Small Businesses

Who's Really The Boss?The Secret Sauce for Small BusinessesSo, what is the secret sauce for small businesses? A fractional accounting team.Business owners are striving...

43. That Glow Up, Though!

Who's Really the BossThat Glow Up, Though!Dillon CPAs is now Dillon Business Advisors, DBA! Dillon Business Advisors has the same great team, is still serving business...

42. A Glow Up is Coming

Who's Really the Boss?A Glow Up is ComingBehind the scenes our team at Dillon CPAs, along with some outside friends, has been hard at work planning, enhancing, and ref...

41. What Do You Really Want?

Who's Really the Boss?What Do You Really Want?Have you ever thought through what you REALLY want? Not just what you want right now or what others want, but what you RE...

40. Business Travel

Who's Really the Boss?Business TravelBusiness travel! Tagging along with a spouse that is traveling for business can be a win-win for couples. Marcus and Rachel talk t...

39. Why doesn't anyone want to prepare my tax return?

Who's Really the Boss?Why doesn't anyone want to prepare my tax return?"Why doesn't anyone want to prepare my tax return?" You have probably experienced the response "...

38. Are You Frustrated?

Who's Really the Boss?Are You Frustrated?Are you finding yourself frustrated more often than not, or is your low level stress as a business owner starting to escalate?...

37. Identity Crisis

Who's Really the Boss?Identity CrisisRunning a small business as a couple can not only take over your calendar or conversations, but can easily start taking over how y...

36. Sept. 15 Deadline Celebration

Who's Really the Boss?Sept. 15 Deadline CelebrationWith the business tax extension deadline behind us, this is a great time to evaluate what went well and what changes...

35. Get Out of Your Bubble

Who's Really the Boss?Get Out of Your BubbleWhen considering attending in person conferences or trainings, don't limit your thinking to the time and monetary costs. Th...

34. CFO's Inbox

Who's really the Boss?CFO's InboxFractional CFOs field a wide variety of questions from clients. From inquiring about expanding to second and third locations to offeri...

33. Midyear Retreat Recap

Who's Really the Boss?Midyear Retreat RecapAugust or September is a great time to revisit progress on goals set at the beginning of the year and to do a check-in on da...

32. Life Long Learners

Who's Really The Boss?Life Long LearnersIn this episode, Marcus and Rachel highlight some key points from the Maxwell Leadership Podcast episode, "Ten Tools for Gainin...

31. Back to School

Who's Really The Boss?Back to SchoolMarcus and Rachel discuss the natural rhythms of the school year and how to take advantage of the "fresh start" of the school year ...

30. Investing in your Future Self

Who's Really the Boss?Investing in your Future SelfDo you dream of what retirement might look like or aspire to be a different version of yourself? What you choose to ...

29. Guiding the Next Generation of Business Owners

Who's Really the Boss?Guiding the Next Generation of Business OwnersSeasoned business owners have a wealth of knowledge and experience to share with the next generatio...

28. The Intersection Between Automation and People

Who's Really the Boss?The Intersection Between Automation and PeopleRefining processes and automation helps create a profitable, scaleable business, but sometimes auto...

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