Subscribe
Share
Share
Embed
Interview with a Team of 3 with Marcus Dillon, CPA, Elena Munoz, EA, and Amada SantosHi CPAs and Accountants! You found our podcast! We apologize in advance for the suboptimal audio quality of this episode. This episode includes 1 of 8 Teams of 3 from Dillon Business Advisors. A Team of 3 is an operational structure for Client Advisory Services accounting firms that improves capacity, efficiency, client experience, and team member satisfaction.The Team of 3 is made up of a Client CFO who is typically a credentialed CPA, a Client Controller, and a Client Service Manager. These 3 professionals advise clients with income and expense management, payroll, sales tax, tax planning, tax preparation and filing, and general business and financial strategy.Listen to this interview for the critical role each member of the Team of 3 plays in adding value to every client and the resulting benefits this structure offers to the accounting firm.Takeaways:Explanation of the Team of 3 structureWeekly and monthly responsibilitiesPrevious pain pointsHow the Team of 3 improved the firm overall
Show Notes
Interview with a Team of 3 with Marcus Dillon, CPA, Elena Munoz, EA, and Amada Santos
Hi CPAs and Accountants! You found our podcast! We apologize in advance for the suboptimal audio quality of this episode.
This episode includes 1 of 8 Teams of 3 from Dillon Business Advisors. A Team of 3 is an operational structure for Client Advisory Services accounting firms that improves capacity, efficiency, client experience, and team member satisfaction.
The Team of 3 is made up of a Client CFO who is typically a credentialed CPA, a Client Controller, and a Client Service Manager. These 3 professionals advise clients with income and expense management, payroll, sales tax, tax planning, tax preparation and filing, and general business and financial strategy.
Listen to this interview for the critical role each member of the Team of 3 plays in adding value to every client and the resulting benefits this structure offers to the accounting firm.
Takeaways:
Hi CPAs and Accountants! You found our podcast! We apologize in advance for the suboptimal audio quality of this episode.
This episode includes 1 of 8 Teams of 3 from Dillon Business Advisors. A Team of 3 is an operational structure for Client Advisory Services accounting firms that improves capacity, efficiency, client experience, and team member satisfaction.
The Team of 3 is made up of a Client CFO who is typically a credentialed CPA, a Client Controller, and a Client Service Manager. These 3 professionals advise clients with income and expense management, payroll, sales tax, tax planning, tax preparation and filing, and general business and financial strategy.
Listen to this interview for the critical role each member of the Team of 3 plays in adding value to every client and the resulting benefits this structure offers to the accounting firm.
Takeaways:
- Explanation of the Team of 3 structure
- Weekly and monthly responsibilities
- Previous pain points
- How the Team of 3 improved the firm overall
Creators & 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.