Who's Really the BOSS? | Building a Firm That Fits Your Values

Building a Firm That Fits Your Values

August 31, 2026 / 52:14/S5 E18

Sandra Koch returns to share how she's built a firm around flexibility, trust, responsiveness, and genuine care for both her team and clients. She discusses leading a fully remote team, creating a people-first culture, and why aligning your firm with your own values is more sustainable than trying to follow someone else's blueprint.

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 Back Sandra
(02:59) - Life Moves Mexico Build
(06:17) - Rest And Perspective
(09:09) - Pause And Parking Lot
(11:55) - Firm Snapshot Services
(14:01) - Remote Tech Stack
(19:53) - AI Tools And Training
(29:18) - Flexibility Ground Rules
(32:45) - Client Experience Responsiveness
(40:38) - Team Meetings Pep Rally
(44:27) - Book Club Favorites
(48:05) - Final Values And Community
(51:29) - Thanks And Wrap Up

Marcus Dillon, CPA

Rachel Dillon

Sandra Koch

founder and CEO of Aurora Consulting Group