Marcus Dillon, Rachel Dillon
Who's Really the BOSS?
"Who's Really the BOSS?" highlights the joys and challenges of running a CPA firm with your spouse or family. From hiring and terminating to improving capacity, cash flow, and culture, our conversations cover leadership, operations, and current accounting industry challenges. Our mission is to strengthen families and accounting firms by helping listeners avoid the mistakes we have made, so they can lead and live happily ever after.
Author
Marcus Dillon, Rachel Dillon
Category
Podcast website
Latest episode
Jul 6, 2026
Where to listen?
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Episodes
38. Are You Frustrated? 17.10.2022 31:13
Who's Really the Boss? Are You Frustrated? Are you finding yourself frustrated more often than not, or is your low level stress as a business owner starting to escalate? Marcus and Rachel discuss what it means to commit to your business model and the benefits from staying the course.
37. Identity Crisis 10.10.2022 34:41
Who's Really the Boss? Identity Crisis Running a small business as a couple can not only take over your calendar or conversations, but can easily start taking over how you determine your own value and worth. Marcus and Rachel discuss Rachel's mini melt down and why it is important to evaluate your roles in the business as well as separate your roles in the business from your value as a person.
36. Sept. 15 Deadline Celebration 03.10.2022 37:44
Who's Really the Boss? Sept. 15 Deadline Celebration With the business tax extension deadline behind us, this is a great time to evaluate what went well and what changes are needed. Marcus and Rachel discuss why it is important for the business to control procedures and timelines and not let systems fall to the habits of clients. They also celebrate the relatively uneventful extension deadline due...
35. Get Out of Your Bubble 26.09.2022 35:22
Who's Really the Boss? Get Out of Your Bubble When considering attending in person conferences or trainings, don't limit your thinking to the time and monetary costs. There are so many benefits that outweigh the costs of getting out of your familiar environment. Marcus and Rachel discuss why it is important to get out of your bubble to gain new perspective.
34. CFO's Inbox 19.09.2022 36:23
Who's really the Boss? CFO's Inbox Fractional CFOs field a wide variety of questions from clients. From inquiring about expanding to second and third locations to offering competitive compensation to refinancing loans or paying down debt, small business owners rely on our team when faced with uncertainty. Our CFOs address these concerns for our clients, so small business owners can confidently mak...
33. Midyear Retreat Recap 12.09.2022 36:06
Who's Really the Boss? Midyear Retreat Recap August or September is a great time to revisit progress on goals set at the beginning of the year and to do a check-in on daily habits and routines that have fallen into place. With four months left in the year, your team can still accomplish great things no matter where you are currently trending. Marcus and Rachel discuss topics covered, feedback rece...
32. Life Long Learners 05.09.2022 41:01
Who's Really The Boss? Life Long Learners In this episode, Marcus and Rachel highlight some key points from the Maxwell Leadership Podcast episode, "Ten Tools for Gaining a New Perspective." The podcast can be found at https://johnmaxwellleadershippodcast.com/ John Maxwell emphasizes the need for life long learning to influence others, create impact, and remain relevant.
31. Back to School 29.08.2022 39:58
Who's Really The Boss? Back to School Marcus and Rachel discuss the natural rhythms of the school year and how to take advantage of the "fresh start" of the school year to refocus and reset routines and habits to finish the year strong. In this episode, Marcus and Rachel discuss time blocking, improving routines, and prioritizing to make the biggest impact in your life and the lives of those aroun...
30. Investing in your Future Self 22.08.2022 38:15
Who's Really the Boss? Investing in your Future Self Do you dream of what retirement might look like or aspire to be a different version of yourself? What you choose to do today determines a big part of your future. Marcus and Rachel discuss some areas of life where incorporating small habits today will drastically impact and improve the future You!
29. Guiding the Next Generation of Business Owners 15.08.2022 43:28
Who's Really the Boss? Guiding the Next Generation of Business Owners Seasoned business owners have a wealth of knowledge and experience to share with the next generation of business owners, but some don't know where to start. Marcus and Rachel discuss ideas on what types of information to share with new or prospective business owners.
28. The Intersection Between Automation and People 08.08.2022 42:39
Who's Really the Boss? The Intersection Between Automation and People Refining processes and automation helps create a profitable, scaleable business, but sometimes automation can stifle relationships with customers. Marcus and Rachel discuss the benefits of automation and how to use automation in your business to strengthen customer relationships as well as improve the daily responsibilities of y...
27. Burnout 01.08.2022 45:12
Who's Really the Boss? Burnout Maybe you are fortunate enough to have just enjoyed a vacation and are well rested, or maybe you are feeling the effects of burnout in certain areas of your life. Marcus and Rachel discuss some early signs of burnout and some ways to reignite your joy and passion.
26. Face to Face in a Remote Work Environment 25.07.2022 37:33
Who's Really the Boss? Face to Face in a Remote Work Environment While Zoom and Teams meetings have allowed us to connect with others all around the world, so many of the building blocks of relationships are lost. Social cues, hugs, handshakes, downtime, and palpable energy are not experienced through a screen. Marcus and Rachel discuss the benefits of gathering face to face and practical tips of...
25. Compromising as a Couple 18.07.2022 47:14
Who's Really The Boss? Compromising as a Couple Compromise requires a high level of maturity and effective communication. Marcus and Rachel discuss what it is really like to compromise both as a couple and in business.
24. More Isn't Always Better 11.07.2022 33:47
Who's Really the Boss? More Isn't Always Better Sometimes "more" seems like the best option, but often times more is not better. Better is better! Marcus and Rachel discuss the consequences of always seeking "more" and the importance of intentionally seeking "better".
23. Accountability Through Coaching 04.07.2022 34:03
Who's Really the Boss? Accountability Through Coaching Implementing change or changing habits may seem daunting or even impossible. Marcus and Rachel discuss the benefits they have experienced by hiring outside accountability to achieve both personal and professional goals.
22. Changing Direction 27.06.2022 39:21
Who's Really the Boss? Changing Direction Change is almost always hard and sometimes even scary or painful. Marcus and Rachel walk through 3 hard changes they implemented to get their business to a better place.
21. Quality Connection 20.06.2022 29:11
Who's Really the Boss? Quality Connection Being close in proximity to someone and "connecting" yield different results for relationships. Marcus and Rachel discuss practical tips to intentionally connect in order to nurture important relationships.
20. Set Apart vs. Seeking Attention 13.06.2022 47:07
Who's Really The Boss? Set Apart vs. Seeking Attention All businesses need to be noticed and known in order to thrive. Marcus and Rachel discuss the difference between running a business that is "set apart" verses running a business that seeks attention at any cost. Join us for a conversation about how to run a successful business without sacrificing values or integrity.
19. Thriving Through a Recession 06.06.2022 48:33
Who's Really The Boss? Thriving Through a Recession Just the word "recession" can bring fear and anxiety to many business owners, let alone leading through one. Marcus and Rachel discuss how to not only survive but also to thrive through a down economy.
18. Big Picture Thinking 30.05.2022 39:59
Who's Really The Boss? Big Picture Thinking! Big picture thinking can be challenging if you are so busy in day to day tasks and putting out daily fires. Marcus and Rachel discuss practical tips to make time for and ensure your big picture thinking sessions are productive.
17. Team Retreats Part 2 23.05.2022 50:06
Who's Really The Boss? Team Retreats Part 2 How to plan and lead a retreat. Real relationships, common values, and shared mission are what strengthen teams and drive successful businesses. Marcus and Rachel discuss practical tips to plan and lead a team retreat and the importance of taking time with your team.
16. Team Retreats Part 1 16.05.2022 31:14
Who's Really The Boss? Team Retreats Part 1 Who, What, and Why Real relationships, common values, and shared mission are what strengthen teams and drive successful businesses. Marcus and Rachel discuss the who, what, and why of team retreats and the importance of taking time with your team.
15. Tax Season 2022: How it really went! 09.05.2022 54:46
Who's Really the BOSS? Episode 15 - Tax Season 2022: How it really went! Celebrating achievements and identifying ways to improve are essential to the success of a business. Marcus and Rachel discuss what Dillon CPAs' tax season really looked like and ideas for getting even better.
14. We put the CULT in culture! Part 3 - 02.05.2022 37:41
Who's Really the BOSS? Episode 14 - We put the CULT in culture! Part 3 - Being intentional with your culture is more important than ever and it starts with finding the best person to lead your culture improvement efforts. Rachel and Marcus Dillon share some easy tips to transform the culture within your business.
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