Who's Really the BOSS? | How to Build an Accounting Firm Structure That Actually Works

How to Build an Accounting Firm Structure That Actually Works

May 11, 2026 / 46:14/S5 E10

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Rachel and Marcus pull back the curtain on how DBA rebuilt their accounting firm from the ground up, moving from a structure where everything ran through one person to a three-tiered team model built for scale. They walk through each phase of the transition: defining roles, aligning consistent teams to clients, and building industry specialization that makes advisory conversations sharper and more valuable.

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

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(00:00) - Welcome to Who's Really the Boss
(00:39) - Family Updates
(05:16) - Why Team of Three
(06:54) - Problems With Silos
(10:24) - Client Pain Points
(12:01) - Three Roles Explained
(15:41) - Model Goals and Benefits
(21:11) - Phase One Define Roles
(29:43) - Phase Two Align Teams
(39:52) - Career Paths and Scaling
(44:09) - Wrap Up and Listener Challenge

Marcus Dillon, CPA

Rachel Dillon