Doing More With Less
Marilyn Melendez grew up in her mom’s accounting firm, and taking it over meant trading a “never say no to business” mindset for one built around fit, time, and peace of mind. She joins Marcus and Rachel to talk about honoring a founder’s legacy while changing how things are done, why her ideal client is a type of person rather than an industry, and how her accounting firm got smaller while still making about the same money.
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
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 and Guest Intro
- (01:05) - Marilyn Background and Bilingual Firm
- (03:10) - Best Advice Avoid Burnout
- (05:42) - Firm Story and Succession Shift
- (09:44) - Niche Beyond Industry
- (12:33) - Advisory Alignment and Client Fit
- (18:22) - Letting Go of Wrong Clients
- (20:39) - Succession Planning Lessons
- (26:00) - Pricing Mindset and Protecting Team
- (33:29) - Culture Investments Team Retreats
- (38:37) - Sabbatical and Fresh Perspective
- (44:05) - Human Connection in an AI World
- (45:44) - Culture Tip Listen Deeply
- (49:51) - Closing Thanks and Wrap Up
Creators and Guests
