Who's Really the BOSS?

Who's Really the BOSS?

menu close

The Four R's of Improvement Season: Recharge, Review, Refocus, Refine

/ 53:00/S4 E19
Rachel and Marcus share their approach to "improvement season" - the strategic summer months between tax deadlines when most accounting firms slow down. They break down their four-part framework of recharge, review, refocus, and refine, revealing how they used this time to tackle everything from cybersecurity upgrades to team candor training after completing a firm acquisition. The duo candidly grade their own performance while discussing the challenges of maintaining momentum when team members are taking well-deserved vacations.

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

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

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

  • (00:00) - Welcome to Who's Really the Boss
  • (00:55) - Family Updates
  • (03:01) - Accounting Firm's Busy Season
  • (03:44) - Improvement Season Concept
  • (07:51) - Recharge: Rest and Relaxation Strategies
  • (15:54) - Review: Analyzing Feedback and Performance
  • (22:49) - Refocus: Aligning with Mission and Vision
  • (24:56) - Refine: Setting Goals and Execution Plans
  • (30:09) - Technology and Security Enhancements
  • (36:29) - Soft Skills and Team Dynamics
  • (40:41) - Client Alignment and Service Models
  • (45:00) - Growth Strategies and Future Planning
  • (51:12) - Conclusion and Final Thoughts

Creators and Guests

Marcus Dillon, CPA
Host
Marcus Dillon, CPA
Website Link
Rachel Dillon
Host
Rachel Dillon
The Four R's of Improvement Season: Recharge, Review, Refocus, Refine

headphones Listen Anywhere

More Options »
Broadcast by