Building a Firm That Fits Your Values

Sandra Koch returns to share how she's built a firm around flexibility, trust, responsiveness, and genuine care for both her team and clients. She discusses leading a fully remote team, creating a people-first culture, and why aligning your firm with your own values is more sustainable than trying to follow someone else's blueprint. Introducing Collective by DBA https://collective.cpa https://www.linkedin.com/company/collectivebydba Learn More About Dillon Business Advisors https://www.dillonadvisors.com https://www.linkedin.com/company/dillonbusinessadvisors Sign up to get free CPE for listening to this podcast https://earmarkcpe.com Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app (00:00) - Welcome Back Sandra (02:59) - Life Moves Mexico Build (06:17) - Rest And Perspective (09:09) - Pause And Parking Lot (11:55) - Firm Snapshot Services (14:01) - Remote Tech Stack (19:53) - AI Tools And Training (29:18) - Flexibility Ground Rules (32:45) - Client Experience Responsiveness (40:38) - Team Meetings Pep Rally (44:27) - Book Club Favorites (48:05) - Final Values And Community (51:29) - Thanks And Wrap Up