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Who's Really the Boss?Scheduling SimplifiedHi 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. They are well connected to whatever calendar you use and allow you to set advanced parameters to ensure all meetings are scheduled on your terms. Listen to this week's episode for practical tips of how to implement an online scheduling system and learn from a few of our early mistakes. Marcus Dillon, CPA and Rachel Dillon own Dillon Business Advisors, a remote client accounting and advisory firm in Texas, and lead a team of 15. They began the transition from a high-volume tax and audit practice to a high-value advisory firm more than 6 years ago and continue to refine their processes and technology while sharing what they have learned along the way with other firm owners.#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #whosreallytheboss #podcast #CPA #values #leadership #accountingandaccountants #familybusiness #change
Show Notes
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. They are well connected to whatever calendar you use and allow you to set advanced parameters to ensure all meetings are scheduled on your terms. Listen to this week's episode for practical tips of how to implement an online scheduling system and learn from a few of our early mistakes.
Marcus Dillon, CPA and Rachel Dillon own Dillon Business Advisors, a remote client accounting and advisory firm in Texas, and lead a team of 15. They began the transition from a high-volume tax and audit practice to a high-value advisory firm more than 6 years ago and continue to refine their processes and technology while sharing what they have learned along the way with other firm owners.
#businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #whosreallytheboss #podcast #CPA #values #leadership #accountingandaccountants #familybusiness #change
Creators and Guests
What is 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.