Who's Really the BOSS?

Who's Really the Boss? Scheduling Simplified Hi CPA firm owner! You found our podcast. Online scheduling and booking is expected by most people in today's environment. The seamlessness of being able to see availability and claim a date and time from anywhere at any time is what makes this so beneficial for businesses. There are multiple options of online scheduling systems and some are even free....

✦Something Has to Change✦ Hi CPA Firm Owner! You found our podcast! Outsiders typically have the best perspective for someone else's best choices in life, business, and relationships, right? It is always easier to say what someone else should do in any given situation, but it is not always easy when it is you needing to make a change. At Dillon Business Advisors, Marcus and Rachel talk with prospe...

✦Before You Quit...✦ Hi CPA Firm Owner! You found our podcast! Are you just "done," or are you feeling called to something different? In this episode, Marcus Dillon, CPA and Rachel Dillon dive deep into making a life-changing transition. Learn a new strategy to determine if quitting is the answer and how to end well. Don't make a change you will later regret; ask yourself these 5 questions before...

Who's Really the Boss ✦Wing It or Work for It✦ Hi CPA Firm Owner! You found our podcast! I'm just winging it...work, life, all of it! But, what could be accomplished if you worked at the things that are really important to you? Marcus Dillon, CPA and Rachel Dillon discuss when working for it is worth the additional effort and the times winging it is good enough. Marcus and Rachel of course share t...

Who's Really the Boss ✦Launched✦ Launching a business or even a kid off to college comes with so much anticipation and excitement, but even more stress and uncertainty. Marcus Dillon, CPA and Rachel Dillon share the story of dropping off their first born daughter for her very first semester of college in a foreign country. This episode highlights managing unrealized expectations, life in Switzerla...

Who's Really the Boss ✦It’s Time to Break Up✦ It’s not you, it’s me…no wait, it’s definitely you! Are you too busy with bad clients to accept better ones? In this episode Marcus Dillon and Rachel Dillon discuss why keeping bad clients in your accounting firm is a bad idea. A drain on resources, reputation, team morale, and the growth of your firm are just a few negative implications of keeping the...

Who's Really the Boss Managing Expectations to Increase Satisfaction Disappointment and frustration are often the direct result of mismanaged expectations. Marcus Dillon, CPA and Rachel Dillon have a candid conversation about managing expectations for yourself, clients, and team members. Rate of growth, discomfort of change, the onboarding process, and assimilating new team members are all areas D...

Who's Really the Boss From Founder to Successor “I just started my business,” or “I’m not that old, yet!” There are tons of reasons small business owners aren’t thinking about succession. In this episode we’re discussing the challenges, strategies, and success stories surrounding the process of passing the torch to the next leader of your business. It’s critical to start early in identifying all p...

Who's Really the Boss It's A Family Affair This week Marcus and Rachel Dillon are joined by special guest, Mick Nijher of Nitax Services, Inc. Mick shares the reality of growing into leadership at an accounting firm started from scratch by his father. In this episode, Mick highlights the skills and attributes he and his team have brought from working in large corporations in order to streamline an...

Who's Really the Boss Don't Be So Negative When the saying “If you don’t have anything nice to say, don’t say anything at all,” is not helpful. Direct feedback is a great tool to use when choosing to make improvements or changes. Why would you want to waste time making changes or improvements to areas that have little to no impact? One way businesses can ask clients or patients for feedback that i...

Who's Really the Boss Falling Back In Love With Your Business As a business owner, you had a vision or dream when you took the risk, rolled up your sleeves, and built a business. BUT, #burnout is real. It is so easy to let your business take control instead of using your business as a platform to live out your purpose and enjoy your life. Marcus Dillon, CPA and Rachel Dillon talk through signs of...

Who's Really the Boss Get Out of Your Head The power of audibly speaking thoughts. The power of sharing thoughts with others. Often just taking ideas from thoughts and putting them into words on a page can bring all new perspectives. As a business owner and CPA, there are many ideas, decisions, and opinions that swirl around in your mind, but keeping them there is a huge mistake. Keeping thoughts...

Who's Really the Boss ✦Is This Business Coach Legit?✦ So. Many. Business. Coaches. RIGHT??? This week, Amy McCarty, Rootworks' Director of Education, legit business coach, and long-time friend, gives an exclusive look at a day in the life, reveals the striking commonalities shared by her most successful client relationships, and common mistakes that cause the coaching relationship to crash and bur...

Who's Really the Boss Because Top-Line Revenue Sounds Good Don't get tangled up in the top-line revenue comparison trap. This week, Marcus and Rachel Dillon talk through a few key components of business success that are absent from the top-line revenue metric. While it is an easy metric to measure and track, it's actually a poor indicator of the overall health and value of your business. Listen in...

Who's Really the Boss ✦From Work to Wisdom✦ Transitioning from production to giving advice is what some are striving towards and yet others don't even realize the valuable wisdom they are withholding from others by staying head down in daily tasks. In this episode, Marcus and Rachel discuss an idea of moving from task master to wisdom sharer in order to cultivate new leaders in your organization,...

Who's Really the Boss ✦Do I Need ChatGPT in My Business✦ This is NOT a "jump on the bandwagon" of ChatGPT episode. This is a conversation about how two forty-somethings are embracing new technology to provide a better workplace, a better client experience, and work smarter not harder each day. Marcus and Rachel share ideas of how to incorporate AI in daily work and how they think it could evolve i...

Who's Really the Boss How to Avoid Falling Into the Same Trap This episode is hosted by John E. Randolph, host of CPA Life podcast and Managing Partner at Benaiah Consulting Group. This episode originally aired on the CPA Life podcast on May 10, 2023. A big thank you to John and CPA Life podcast for allowing us to re-air their interview. When Marcus Dillon of Dillon Business Advisors first branche...

Who's Really the Boss ✦The Key to Resiliency✦ This episode is 🔥! Rachel and Marcus had the privilege of visiting with John Mitchell, speaker, leader, and all around incredible guy, about being resilient in both life and business. Spoiler alert: The key to resiliency is not pretending that the failures didn't happen nor is it staying so busy that you move forward without learning from past mistake...

Who's Really the Boss ✦Conference or Vacation?✦ In this episode, Marcus and Rachel talk through how to make the most of conferences. Spoiler alert: The amount of value gained from a conference is directly related to the changes you actually implement in your business or life. Don't let a conference serve only as a mediocre vacation, but utilize the knowledge gained for a better future. #businessad...

Who's Really the Boss ✦Does Your Business Measure Up✦ What gets measured gets managed. Business owners are typically great at dreaming big and setting goals, but to see results and those dreams come to fruition, it is so important to track progress. Marcus and Rachel discuss the most important KPIs for small businesses to track and how to measure them. Find out how to make the most of your time by...

Who's Really the Boss ✦Defining Seasons of Business with your Spouse✦ In this episode, we are joined by Matt Schomburg State Farm, who happens to be a close friend, next door neighbor, and insurance agent to Marcus and Rachel! Matt describes how his wife, Heather, helped grow his agency in the earlier years and the roles she still has in the business to this day. There is so much wisdom shared in...

Who's Really the Boss ✦Preparing for Change✦ With a recently graduated high school senior in the house, Marcus and Rachel discuss the years of preparations that have taken place with their oldest daughter. Much like nurturing and raising a child, business owners often lead their business in a similar way to how they lead their families. In this episode, you will hear the specific steps Marcus and...

Who's Really the Boss Retreat Preparations The secret to the best business is no secret at all. Simply put, the best businesses have the best people. How do you ensure you have the best people? You cultivate them! In this episode, Marcus and Rachel discuss their upcoming retreat, the reason why they are bringing all team members together in office, and the intended outcomes.

Who's Really the Boss Improving Accounts Receivable to Improve Cash Flow Many business owners struggle with cash flow. Sometimes the cash flow challenges start in the very early days but persist for years. Marcus and Rachel discuss how taking a look at assessing Accounts Receivable and implementing sound processes can drastically change the trajectory of a business.

Who's Really the Boss No Margin for Error Business owners are needing to rethink how they do business in this economy. In previous years, business owners could make a lot of mistakes and still come out on top. In this episode, Marcus and Rachel discuss some strategies business owners can implement to ensure sustainability and even profitability in tough times.