Who's Really the BOSS?

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. They share insights on converting existing clients, implementing new processes and technology, evolving team dynamics, and the need for firm-wide changes. This episode offers a realistic perspective for firms considering the CAS path, highlighting potential pitfalls and the strategic mindset required for a successful transformation.

Chapters

• (00:29) - Welcome to the Podcast: Navigating Tax Season
• (01:57) - Reflecting on Past Busy Seasons and Deciding to Change
• (07:28) - The Hard Truths About Transitioning to Client Advisory Services (CAS)
• (18:58) - Learning from Mistakes and Embracing New Client Relationships
• (25:03) - The Hard Truths About Client Conversion
• (25:46) - Navigating Processes and Technology in CAS Firms
• (38:42) - Evolving Team Dynamics and Management Styles
• (42:49) - The Essential Shift in Team Composition for CAS Success
• (48:00) - Embracing Change: The Core of Transitioning to CAS

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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