Rachel Dillon
Appears in 121 Episodes
Building Resilient Teams: Planning for Extended Leave
Rachel and Marcus are joined by DBA team member Lezlie Reeves to share how their firm successfully managed concurrent extended leaves. They share their detailed approa...
Converting Annual Clients to Monthly Relationships
Rachel and Marcus dive into how their accounting firm successfully converted two major clients into comprehensive monthly service relationships - one transitioning fro...
The Power of Community
Ben Gabriel joins Rachel and Marcus to discuss the transformative power of peer groups and advisory services for accounting firm owners. They explore how these communi...
Beyond the Billable Hour
Rachel and Marcus dive deep into their firm's evolution of time tracking and practice management, from old-school stamps to modern software solutions. Despite moving b...
Beyond EOS: Tailoring Systems for Accounting Success
This episode explores the intersection of popular business operating systems like EOS (Entrepreneurial Operating System) and tailored solutions for accounting firms. C...
Collective by DBA
Marcus and Rachel introduce Collective by DBA, the evolution of their accounting firm support initiative. They discuss the motivation behind creating this community, i...
Inside the CFO Advisory Meeting: Real Client Stories
Rachel and Marcus provide an in-depth look at the intricacies of CFO advisory meetings, using real-world examples from a marketing agency and a dental practice. Marcus...
Unlocking Value in Accounting Conferences and Professional Growth
Rachel and Marcus offer a comprehensive look at how accounting professionals can make the most of conferences and other learning opportunities. They share insights on ...
Sun, Sand, and Strategy
In this episode, Marcus and Rachel discuss their recent team retreat to Florida, sharing insights on planning a successful getaway for a virtual firm. They dive into t...
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...
Hard Truths About Transitioning to Client Advisory Services (CAS)
Rachel and Marcus candidly discuss the challenges they faced in transitioning their accounting firm to a client advisory services (CAS) model over the past seven years...
The Art of Pricing Your Accounting Services
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...
Why Are You The Way You Are?
Marcus and Rachel discuss their differing backgrounds and risk tolerances that have shaped how they approach entrepreneurship and building their family business togeth...
Interview with a Team of 3
Interview with a Team of 3 with Marcus Dillon, CPA, Elena Munoz, EA, and Amada SantosHi CPAs and Accountants! You found our podcast! We apologize in advance for the su...
Hope is NOT a Strategy
Hope is Not a StrategyHey CPAs and Accountants! You found our podcast!Hoping and wishing alone rarely lead to significant change if any at all. At Dillon Business Advi...
Stop Lying to Yourself
Who's Really the Boss PodcastStop Lying to YourselfHi CPAs and Accountants! You found our podcast.How are those New Year's resolutions and intentions going?This week o...
DBA Uncensored - Our Accounting Firm's Real Yearend Data
DBA 2023 Uncensored - Our Accounting Firm's Real Yearend DataHi CPAs and Accountants! You found our podcast.How much does an accounting firm really make?This week on W...
We Accidentally Raised an Entrepreneur
We Accidentally Raised an Entrepreneur with Kynley DillonHi there, CPAs and Accountants! You found our podcast.Join Marcus Dillon, CPA and Rachel Dillon of Dillon Busi...
S2E47. What Successful People Do Next
What Successful People Do NextHey, CPA Firm Owner! You found our podcast!This is the last episode of Season 2. Be sure to check out all of the great episodes in both s...
S2E46. Riches in the Niches
Riches in the NichesHey! CPA Firm Owners, you found our podcast!Are the riches really in the niches for accounting firms? Plenty of small businesses have been successf...
S2E45. When Change is Out of Your Control
Hi CPAs and Accountants! You found our podcast!When Change is Out of Your ControlSome people claim they love change and others own the fact that they prefer consistenc...
S2E44. The Secret to a Successful Accounting Firm
The Secret to A Successful Accounting FirmCPAs and Accounting Professionals, you found our podcast!This week, we had the privilege of learning from Bruce Berndt, CPA, ...
S2E43. Lessons Learned through 12 M&A Deals
Lessons Learned through 12 M&A DealsCPAs and Accounting Professionals! You found our podcast.Really?!?! Has Dillon Business Advisors done 12 merger and acquisition dea...