<p><strong>Sponsors<br></strong>Discover.AI -  <a href="https://discovered.ai/applicant-tracking-system-affiliates/?utm_source=website&amp;utm_medium=website&amp;utm_campaign=influencers&amp;utm_id=CollectiveDBA">discover.ai</a> </p><br><p><em>Rachel and Marcus pull back the curtain on how DBA rebuilt their accounting firm from the ground up, moving from a structure where everything ran through one person to a three-tiered team model built for scale. They walk through each phase of the transition: defining roles, aligning consistent teams to clients, and building industry specialization that makes advisory conversations sharper and more valuable.</em></p><p><strong>Introducing Collective by DBA</strong><br><a href="https://www.dillonadvisors.com/">https://collective.cpa</a><br><a href="https://www.linkedin.com/company/collectivebydba">https://www.linkedin.com/company/collectivebydba</a></p><p><strong>Learn More About Dillon Business Advisors</strong><br><a href="https://www.dillonadvisors.com/">https://www.dillonadvisors.com<br></a><a href="https://www.linkedin.com/company/dillonbusinessadvisors">https://www.linkedin.com/company/dillonbusinessadvisors</a></p><p><strong>Sign up to get free CPE for listening to this podcast</strong><br><a href="https://earmarkcpe.com/">https://earmarkcpe.com</a></p><p><strong>Download the Earmark CPE App<br></strong><strong><em>Apple:</em></strong><strong> </strong><a href="https://apps.apple.com/us/app/earmark-cpe/id1562599728">https://apps.apple.com/us/app/earmark-cpe/id1562599728</a></p><p><strong><em>Android: </em></strong><a href="https://play.google.com/store/apps/details?id=com.earmarkcpe.app">https://play.google.com/store/apps/details?id=com.earmarkcpe.app</a></p><p></p><ul><li>(00:00) - Welcome to Who's Really the Boss </li> <li>(00:39) - Family Updates </li> <li>(05:16) - Why Team of Three </li> <li>(06:54) - Problems With Silos </li> <li>(10:24) - Client Pain Points </li> <li>(12:01) - Three Roles Explained </li> <li>(15:41) - Model Goals and Benefits </li> <li>(21:11) - Phase One Define Roles </li> <li>(29:43) - Phase Two Align Teams </li> <li>(39:52) - Career Paths and Scaling </li> <li>(44:09) - Wrap Up and Listener Challenge</li> </ul>

Who's Really the BOSS?

Marcus Dillon, Rachel Dillon

How to Build an Accounting Firm Structure That Actually Works

MAY 11, 202646 MIN
Who's Really the BOSS?

How to Build an Accounting Firm Structure That Actually Works

MAY 11, 202646 MIN

Description

SponsorsDiscover.AI -  discover.ai Rachel and Marcus pull back the curtain on how DBA rebuilt their accounting firm from the ground up, moving from a structure where everything ran through one person to a three-tiered team model built for scale. They walk through each phase of the transition: defining roles, aligning consistent teams to clients, and building industry specialization that makes advisory conversations sharper and more valuable.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome to Who's Really the Boss (00:39) - Family Updates (05:16) - Why Team of Three (06:54) - Problems With Silos (10:24) - Client Pain Points (12:01) - Three Roles Explained (15:41) - Model Goals and Benefits (21:11) - Phase One Define Roles (29:43) - Phase Two Align Teams (39:52) - Career Paths and Scaling (44:09) - Wrap Up and Listener Challenge