Who's Really the BOSS? | How We Landed 20 New Clients in 6 Months

How We Landed 20 New Clients in 6 Months

July 20, 2026 / 57:03/S5 E15

Marcus and Rachel set a goal of 15 new monthly clients for all of 2026 — and blew past it by June, landing 20. They walk through the $101,415 in onboarding fees that came with those clients, why 85% of that growth traces back to referrals and existing relationships instead of paid marketing, and what a 75% jump in PTO usage tells them about their new flexible time-off policy.

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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) - Retreat Recap Setup
(01:15) - Mexico Travel Lessons
(03:07) - Goals And Metrics
(07:22) - New Client Wins
(14:22) - Onboarding Fees Breakdown
(19:22) - Tax Plan Adds
(20:17) - Flexible PTO Results
(23:14) - PTO Policy Evolution
(26:31) - Why Unlimited PTO
(28:36) - Onboarding Workflow
(35:14) - Two Week Onboarding
(41:19) - Where Clients Come From
(54:13) - Relationship Marketing Tips
(56:07) - Wrap Up And Contact

Marcus Dillon, CPA

Rachel Dillon