Who's Really the BOSS?

Who's Really the Boss Making Connections to Expand Your Network In this episode, Marcus and Rachel discuss how the local Chamber of Commerce has helped expand their network and bonus, create friendships along the way. Matthew Ferraro, President of the Katy Chamber of Commerce, joins the conversation and shares how the local chamber is helping businesses of all sizes thrive in this down economy.

DBA's Tax Season Recap This week on Who's Really the Boss podcast, Marcus and Rachel are joined by Charles Jenkins, Jr., CPA, Dillon Business Advisors' Director of Tax. Charles spills the tea on how tax season really went for the team. Charles doesn't hold back or sugar coat the details. Listen to how a concierge level, full service financial accounting firm manages the influx of work during tax s...

Who's Raelly the Boss? ✦Making Hard Decisions✦ This week on Who's Really the Boss podcast, Marcus and Rachel finish part 2 of 2 from last week's episode. The conversation continues around making hard decisions. In difficult circumstances it is important to ask 2 questions: "What can I learn from this, and what do I need to do going forward?" Making sure processes are in place and that you have tal...

Who's Really the Boss? ✦When You Can't "Break" on Spring Break✦ This week on Who's Really the Boss podcast, Marcus and Rachel share highlights from a recent Spring Break trip and also some challenges faced taking time away during a busier season at work. While recognizing and celebrating the wins is good, it is important to share the challenges and struggles as well. Listen to how lack of trust an...

Who's Really the Boss? ✦Health and Wellness for Small Business✦ This week on Who's Really the Boss podcast, Marcus and Rachel talk with David Schneider of Titan Dynamics on ways to attract and retain team members, increase productivity, decrease illness, and create a better work place through promoting health and wellness. David shares that health and wellness programs aren't only for big corporat...

Who's Really the Boss? ✦Management is a Ministry✦ This week on Who's Really the Boss podcast, Marcus and Rachel talk through the opportunities business ownership and leading others has for serving, showing grace and compassion, and elevating others. Learn practical ways to live out your faith and values everyday, especially at work. #businessadvisors #financialservices #fractionalCFO #CFO #houston...

Who's Really the Boss ✦Capacity Planning for Improved Culture✦ Justin Newhall, VP of Revenue at Dillon Business Advisors, joins Marcus and Rachel to discuss capacity planning. The three talk through capacity planning strategy, the consequences of not capacity planning, and the benefits it brings to your team and business. Listen to "Who's Really the Boss Podcast" here: https://hubs.la/Q01B_ytg0 #b...

Who's Really the Boss ✦It Takes A Village - The Business Owner's Support Team✦ It takes a village to raise a family AND to run a successful business. Marcus and Rachel discuss 3 of the most important people every business owner needs in their life. #businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #taxsavings #culture #ment...

Who's Really the Boss ✦Optimizing Your Business with Proper Entity Selection✦ Brett Moyer, attorney with Moyer Lewis, LLP talks with Marcus and Rachel about the best legal entity structures for small businesses. Find out the pros and cons to common entity structures as well as what to expect during the formation process on this week's episode. #businessadvisors #financialservices #fractionalCFO #C...

Who's Really the Boss ✦CFOs Need Controllers✦ While clients often say they only want financial advice and strategy, accurate and timely financial data is needed to make assured recommendations. Lezlie Reeves, CPA and Client CFO, joins Marcus and Rachel to discuss why Controllers are necessary to allow CFOs to bring the value to clients.

Who's Really the Boss ✦Fractional Controllers - The Real MVPs of Tax Savings✦ Fractional Controllers are an integral part of the DBA Team of 3. Marcus and Rachel discuss the role of a Fractional Controller and how the Fractional Controller is likely what clients are really looking for when they engage a professional to prepare their taxes.

Who's Really the Boss ✦Nothing Lasts Forever - Finishing Well✦ Whether you need to reduce expenses, need different services, or no longer value the services being provided, the decision to discontinue services can be difficult to make. Marcus and Rachel discuss what it looks like to off-board well and help clients transition.

Who's Really The Boss Is this a good DSO offer? DSOs, DPOs, and other industry specific organizations are prevalent in the market and making offers to dental, orthodontic, and veterinary practice owners. They are swooping in with enticing offers with incredible multipliers of the business's value and quick closing dates. Why wouldn't you accept this offer and the promise of both time and financial...

Who's Really the Boss ✦So You Want to Sell Your Business?✦ In this episode, Marcus and Rachel discuss everything you need to know about selling a business. From determining if you are actually ready to sell, to pointing out red flags in offers, to creating the most valuable business, this topic of conversation is on every business owner's mind.

Who's Really The Boss ✦New Year, New Anxiety?✦ Marcus and Rachel discuss how they are alleviating the stress of tackling the goals they have laid out for 2023! Find out how these business owners, who are constantly looking for ways to improve, gain momentum in January!

Who's Really the Boss Bonus Episode Thank you to each and every listener, advocate, client, family member and friend that have supported the podcast and Dillon Business Advisors this year! Your support is truly appreciated and instrumental in our success.

Who's Really the Boss So You Want to be a Fractional CFO? It's easy to hear the highlights of a person's responsibilities and dream about a position that sounds easier, more fulfilling, or more prestigious. Marcus and Rachel discuss what it really means to be a Fractional CFO, who is best suited for this role, and how the Fractional CFO benefits others.

Who's Really the Boss? How Are You Celebrating? How are you celebrating the work and the people who have contributed to all that has been accomplished in 2022? Celebrating achievements and acknowledging people's efforts and talents will not only strengthen relationships, but it will also build invaluable motivation and engagement. Marcus and Rachel discuss tips on how to reflect on, acknowledge, a...

Who's Really the Boss? Finish the Year Strong We are in the final month of the year and social calendars are filling up quickly. Marcus and Rachel discuss what business owners should be sure to do before yearend and prepare for a smooth start of 2023.

Who's Really The Boss? The Secret Sauce for Small Businesses So, what is the secret sauce for small businesses? A fractional accounting team. Business owners are striving for financial and time freedom, but often find themselves enslaved to their business. A fractional accounting team will allow the business owner to focus on their team and clients as well as help refine their business strategy an...

Who's Really the Boss That Glow Up, Though! Dillon CPAs is now Dillon Business Advisors, DBA! Dillon Business Advisors has the same great team, is still serving business owners with fractional CFO, tax, and accounting services, BUT rolled out a whole new look, website, and pricing structure. Marcus and Rachel talk in depth about the improvements that have been implemented and how these changes wil...

Who's Really the Boss? A Glow Up is Coming Behind the scenes our team at Dillon CPAs, along with some outside friends, has been hard at work planning, enhancing, and refreshing internal and external components of the business. Marcus and Rachel discuss why they decided to invest in the business and shake things up even though the business is running very smoothly and is already hugely rewarding.

Who's Really the Boss? What Do You Really Want? Have you ever thought through what you REALLY want? Not just what you want right now or what others want, but what you REALLY want as it relates to business and life. This is imperative in achieving business "success" and impacting those around you. Marcus and Rachel discuss what it means to clearly define what you really want and practical tips to s...

Who's Really the Boss? Business Travel Business travel! Tagging along with a spouse that is traveling for business can be a win-win for couples. Marcus and Rachel talk through some ideas to think about before and after the trip. As always, communication is key!

Who's Really the Boss? Why doesn't anyone want to prepare my tax return? "Why doesn't anyone want to prepare my tax return?" You have probably experienced the response "we're not accepting new clients or patients," as you are shopping for different services, but don't be surprised if you run into this as you are looking for a CPA to prepare your tax return. Marcus and Rachel discuss why fewer CPAs...