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: - Explanation of the Team of 3 structure - Weekly and monthly responsibilities - Previous pain points - How the Team of 3 improved the firm overall

Hope is Not a Strategy Hey CPAs and Accountants! You found our podcast! Hoping and wishing alone rarely lead to significant change if any at all. At Dillon Business Advisors, we decided to ensure greater success in our accounting firm by hiring our first Director of Operations. In smaller organizations, everyone rolls up their sleeves and helps where needed, but initiatives and goals benefit from a highly-qualified leader who can plan, prioritize, monitor execution, and make adjustments in order to achieve optimal results. This week on Who's Really the Boss podcast, Amy McCarty, Director of Operations, joins Marcus Dillon, CPA and Rachel Dillon to discuss her role and responsibilities within the accounting firm. In this episode, Amy shares the immediate improvements she implemented upon joining the team and initiatives she has planned for the remainder of the year. 3 key areas DBA has benefited from Amy's work as Director of Operations are: ✦Technology and software assessment and implementation ✦Process and documentation improvements ✦Internal professional development strategy #accountingandaccountants #businessadvisors #operations #advisory #accountingpodcast #cpa

Who's Really the Boss Podcast Stop Lying to Yourself Hi CPAs and Accountants! You found our podcast. How are those New Year's resolutions and intentions going? This week on Who's Really the Boss podcast, we are probably stepping on some toes! Listen in to a conversation on the benefits of "knowing" versus "thinking" you are being consistent. We highlight the importance of tracking behaviors and inputs to measure progress and assess results. This episode will help get you back on track for the 2024 goals and intentions or add a little extra encouragement and affirmation if you are still going strong. In this episode, we talk through consistency and results: -In the gym -In accounting firm marketing -In accounting firm team culture #smallbusinessowner #accountingandaccountants #businessadvisors #businesspodcast #advisory #familybusiness #leadershippodcast #cpa

DBA 2023 Uncensored - Our Accounting Firm's Real Yearend Data Hi CPAs and Accountants! You found our podcast. How much does an accounting firm really make? This week on Who's Really the Boss podcast, Marcus Dillon, CPA and Rachel Dillon are sharing the intimate yearend details of Dillon Business Advisors. From revenue and achievements to failed experiments and abandoned initiatives, listen to the uncensored year in review of a Client Accounting and Advisory Services firm. Previous episodes mentioned: S2E43: Lessons Learned Through 12 M & A Deals For more details on Dillon Business Advisors and DBA | FIRM, visit https://www.dillonadvisors.com/dba-firm #smallbusinessowner #accountingandaccountants #businessadvisors #businesspodcast #advisory #familybusiness #leadershippodcast #cpa

We Accidentally Raised an Entrepreneur with Kynley Dillon Hi there, CPAs and Accountants! You found our podcast. Join Marcus Dillon, CPA and Rachel Dillon of Dillon Business Advisors as they talk with Kynley Dillon, head baker and owner of Kynley's Confections.🎂 In this episode, you'll get a dose of motivation and wisdom as Kynley shares her inspiring journey of entrepreneurship, balancing academics, and the incredible experience of studying abroad in Switzerland.✈️ #smallbusinessowner #accountingandaccountants #businessadvisors #businesspodcast #advisory #familybusiness #leadershippodcast #cpa

What Successful People Do Next Hey, CPA Firm Owner! You found ourpodcast! This is the last episode of Season 2. Be sure to check out all of the great epsiodes in both seasons. What do you do when a key team member quits? What do you do when an assignment ends unexpectedly? What do you do when your business hits a plateau or starts to decline? There are commonalities in the way successful people handle adversity and move forward after setbacks. - Grieve the loss - Reflect on what worked well and what didn't - Celebrate the lessons learned and experiences - Diversify and evolve - Create a plan and path forward - Take the next best step - Don't quit!

Riches in the Niches Hey! CPA Firm Owners, you found our podcast! Are the riches really in the niches for accounting firms? Plenty of small businesses have been successful serving the masses; however, those businesses are really clear on their vision and mission AND have well defined service or product offerings. There are so many benefits to defining your ideal clients and clearly defining your service offerings that niching down allows you to provide more value by gaining expertise and creating a network in specific industries. 3 questions answered in this episode: ✦What if I pick the wrong niche? ✦What if I am not expert in any industry other than accounting? ✦How do I choose a niche or narrow the focus of my business? This week's Who's Really the Boss podcast episode highlights the benefits of choosing a niche and defining who you serve and how you provide those services. #businessadvisors #CPA #leadership #accountingandaccountants #firmstrategy #clientadvisoryservices #podcast

Hi CPAs and Accountants! You found our podcast! When Change is Out of Your Control Some people claim they love change and others own the fact that they prefer consistency. BUT, for those that love change, do you love change even when it is not your idea?!?! As business owners and leaders, we have to remember that changes and new ideas coming from the top and impacting those we work with might not be as "exciting" to our teams. One of the biggest lessons we have learned 💡from implementing change is to make sure it is aligned with the organization's vision, mission, and values. And, a close runner up to alignment, is clear communication📢that outlines what is changing, what is not changing, and what does that mean individually for each team member. This week's Who's Really the Boss podcast episode highlights the importance of change management and communication when implementing change for business growth, improvement, or refinement. #businessadvisors #CPA #leadership #accountingandaccountants #firmstrategy #clientadvisoryservices #culture #podcast

The Secret to A Successful Accounting Firm CPAs and Accounting Professionals, you found our podcast! This week, we had the privilege of learning from Bruce Berndt, CPA, CEO and Founder, of Berndt CPAs. This is a must listen episode! Bruce led large accounting firms before deciding to go out on his own in order to really serve and meaningfully impact business owners. Bruce has grown his firm to multiple locations and even multiple partners by remaining focused on one key aspect: PEOPLE. Berndt CPAs provides exceptional client service by hiring great team members and prioritizing relationships, professional development, and a positive culture. This week's episode highlights Bruce's top two pieces of advice and gives a little peek behind the current of what has attributed to the success of the firm. - A focus on people - A commitment to professional development and growth within the firm - Sharing and delegating responsibilities - Cultivating a great culture - Future focused planning #businessadvisors #CPA #leadership #accountingandaccountants #firmstrategy #capacity #clientadvisoryservices #culture #podcast

Lessons Learned through 12 M&A Deals CPAs and Accounting Professionals! You found our podcast. Really?!?! Has Dillon Business Advisors done 12 merger and acquisition deals? Yes, and if you are counting, that makes 12 deals in 12 years! 🤯 In this episode, Rachel Dillon fact checks Marcus Dillon, CPA on his M&A deal claim. Curious to learn more about how these acquisitions and divestures were structured? Listen to Who's Really the Boss podcast to hear how these 12 deals were structured, how DBA monetized non-ideal clients, and the successes and lesson learned in each transaction. - Acquiring CPA firms - Monetizing client blocks based on year 1 retention - Monetizing client blocks through a broker #businessadvisors #CFO #CPA #leadership #accountingandaccountants #firmstrategy #m&A #capacity #clientadvisoryservices #mastermind #podcast