Who's Really the BOSS?

Can Advisory Survive a Down Economy?Hi CPA Firm Owner! You found our podcast!Client Advisory Services are all the rage...until industries tank, the economy takes a down turn, and money gets tight. So, what happens to CPA firms that have transitioned away from a high volume of tax returns to high value advisory services?In this episode, Marcus Dillon, CPA and Rachel Dillon of Dillon Business Advisors discuss the effects of a down economy on clients and prospects, as well as practical ways to respond as a Client Accounting and Advisory Services firm. 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 #CFO #CPA #values #leadership #accountingandaccountants #firmstrategy #relationships #clientadvisoryservices #mastermind

Show Notes

Can Advisory Survive a Down Economy?

Hi CPA Firm Owner! You found our podcast!

Client Advisory Services are all the rage...until industries tank, the economy takes a down turn, and money gets tight. So, what happens to CPA firms that have transitioned away from a high volume of tax returns to high value advisory services?

In this episode, Marcus Dillon, CPA and Rachel Dillon of Dillon Business Advisors discuss the effects of a down economy on clients and prospects, as well as practical ways to respond as a Client Accounting and Advisory Services firm.



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 #CFO #CPA #values #leadership #accountingandaccountants #firmstrategy #relationships #clientadvisoryservices #mastermind

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.