The Four Ps of Leading Change in Your Accounting Firm
Marcus and Rachel introduce their rally cry for 2026, "lead change, create impact," and share the four Ps framework (Purpose, Picture, Plan, and Part) they've adopted at DBA and Collective to guide their team through rapid change. They get honest about past missteps, from announcing acquisitions without team buy-in to the temptation of initiating change without living through it. Along the way, they also weigh in on AI's impact on accounting firms and why the runway looks very different depending on who your clients are.
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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Sponsors
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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
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 to Who's Really the Boss
- (00:53) - Moving to Fort Worth
- (02:19) - Busy Season Chaos
- (04:01) - Move In Surprises
- (06:26) - Leading Change Theme
- (07:11) - Rally Cry for 2026
- (09:15) - Rapid Change Pressures
- (11:53) - AI Job Impact Talk
- (17:18) - Tech Savvy Client Story
- (22:32) - Preparing Team for Change
- (26:25) - Lessons from 2025
- (28:31) - Clarity Beats Resistance
- (29:47) - Early Acquisition Missteps
- (31:13) - Intentional Change Mindset
- (32:16) - Adopting Lencioni Four Ps
- (35:05) - Purpose Align With Values
- (37:52) - Clarity Beats Vagueness
- (44:37) - Picture Define Success
- (47:56) - Optimist Pessimist Exercise
- (53:12) - Plan Roadmap And Owners
- (56:47) - Part Define Everyone Role
- (59:47) - Recap Repeat And Close
Creators and Guests
