Who's Really the BOSS?

Who's Really the BOSS? Trailer Bonus Episode 14 Season 3

Introducing DBA Firm: Operational Support for Accounting Firms

Introducing DBA Firm: Operational Support for Accounting FirmsIntroducing DBA Firm: Operational Support for Accounting Firms

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In this episode, Marcus and Rachel dive into the details of DBA Firm, a new venture aimed at providing operational support to accounting firms with revenues between $500k-$5M and 3-30 employees. They discuss the origins of DBA Firm, the key pillars of structure, strategy, and software, and how their own experiences transforming their accounting practice inspired them to help other firm owners. Learn about the resources, events, and support DBA Firm offers to help small-to-mid-sized accounting firms improve and grow.

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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  • (00:00) - Welcome to Who's Really The Boss?
  • (00:53) - Family Updates: Avery's Journey
  • (02:30) - Avery's College Decision
  • (03:39) - Impact on Family Dynamics
  • (07:17) - Transition to DBA Firm Discussion
  • (08:10) - Origins of the Podcast
  • (09:46) - Transforming DBA: From Tax to Advisory
  • (10:44) - Supporting the Accounting Community
  • (16:20) - What is DBA?
  • (21:38) - DBA Firm Resources and Events
  • (32:32) - Introducing GRIP: Goal Ready Implementation Plan
  • (45:55) - Conclusion and Future Plans

Creators & Guests

Host
Marcus Dillon, CPA
Host
Rachel Dillon

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.