Building a Director-Led Accounting Firm
Marcus and Rachel break down how Dillon Business Advisors moved from an owner-led firm to a director-led one, walking through the seven components they use to define every director role, from ownership and KPIs to the weekly question that keeps people accountable. They also share how scorecards and monthly reviews keep decisions from flowing back up to the owners. It's a practical framework for firms that have outgrown a single person holding everything together.
Sponsors
Discover.AI - discover.ai
Discover.AI - discover.ai
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 and Catch Up
- (01:36) - Custom Closet Sticker Shock
- (05:41) - Sales Value and Vacations
- (07:23) - Why Go Director Led
- (16:12) - Improvement Season Explained
- (18:37) - Seven Parts of Director Roles
- (23:55) - Not Responsible For Clarity
- (33:09) - Director Roles at DBA
- (43:31) - Scorecards and Accountability
- (51:45) - Resources and Wrap Up
Creators and Guests
