Who's Really the Boss So You Want to be a Fractional CFO? It's easy to hear the highlights of a person's responsibilities and dream about a position that sounds easier, more fulfilling, or more prestigious. Marcus and Rachel discuss what it really means to be a Fractional CFO, who is best suited for this role, and how the Fractional CFO benefits others.
Who's Really the Boss? How Are You Celebrating? How are you celebrating the work and the people who have contributed to all that has been accomplished in 2022? Celebrating achievements and acknowledging people's efforts and talents will not only strengthen relationships, but it will also build invaluable motivation and engagement. Marcus and Rachel discuss tips on how to reflect on, acknowledge, and celebrate your team and the achievements of the year.
Who's Really the Boss? Finish the Year Strong We are in the final month of the year and social calendars are filling up quickly. Marcus and Rachel discuss what business owners should be sure to do before yearend and prepare for a smooth start of 2023.
Who's Really The Boss? The Secret Sauce for Small Businesses So, what is the secret sauce for small businesses? A fractional accounting team. Business owners are striving for financial and time freedom, but often find themselves enslaved to their business. A fractional accounting team will allow the business owner to focus on their team and clients as well as help refine their business strategy and make confident business decisions. In this episode, Marcus and Rachel discuss how their clients ha...
Who's Really the Boss That Glow Up, Though! Dillon CPAs is now Dillon Business Advisors, DBA! Dillon Business Advisors has the same great team, is still serving business owners with fractional CFO, tax, and accounting services, BUT rolled out a whole new look, website, and pricing structure. Marcus and Rachel talk in depth about the improvements that have been implemented and how these changes will positively impact the team and clients.
Who's Really the Boss? A Glow Up is Coming Behind the scenes our team at Dillon CPAs, along with some outside friends, has been hard at work planning, enhancing, and refreshing internal and external components of the business. Marcus and Rachel discuss why they decided to invest in the business and shake things up even though the business is running very smoothly and is already hugely rewarding.
Who's Really the Boss? What Do You Really Want? Have you ever thought through what you REALLY want? Not just what you want right now or what others want, but what you REALLY want as it relates to business and life. This is imperative in achieving business "success" and impacting those around you. Marcus and Rachel discuss what it means to clearly define what you really want and practical tips to stay on track towards your desired future.
Who's Really the Boss? Business Travel Business travel! Tagging along with a spouse that is traveling for business can be a win-win for couples. Marcus and Rachel talk through some ideas to think about before and after the trip. As always, communication is key!
Who's Really the Boss? Why doesn't anyone want to prepare my tax return? "Why doesn't anyone want to prepare my tax return?" You have probably experienced the response "we're not accepting new clients or patients," as you are shopping for different services, but don't be surprised if you run into this as you are looking for a CPA to prepare your tax return. Marcus and Rachel discuss why fewer CPAs are willing to take on annual tax preparation clients and a better approach to get the tax advice y...
Who's Really the Boss? Are You Frustrated? Are you finding yourself frustrated more often than not, or is your low level stress as a business owner starting to escalate? Marcus and Rachel discuss what it means to commit to your business model and the benefits from staying the course.
Who's Really the Boss? Identity Crisis Running a small business as a couple can not only take over your calendar or conversations, but can easily start taking over how you determine your own value and worth. Marcus and Rachel discuss Rachel's mini melt down and why it is important to evaluate your roles in the business as well as separate your roles in the business from your value as a person.
Who's Really the Boss? Sept. 15 Deadline Celebration With the business tax extension deadline behind us, this is a great time to evaluate what went well and what changes are needed. Marcus and Rachel discuss why it is important for the business to control procedures and timelines and not let systems fall to the habits of clients. They also celebrate the relatively uneventful extension deadline due to the diligence of the team and an unyielding commitment to the business model and values....
Who's Really the Boss? Get Out of Your Bubble When considering attending in person conferences or trainings, don't limit your thinking to the time and monetary costs. There are so many benefits that outweigh the costs of getting out of your familiar environment. Marcus and Rachel discuss why it is important to get out of your bubble to gain new perspective.
Who's really the Boss? CFO's Inbox Fractional CFOs field a wide variety of questions from clients. From inquiring about expanding to second and third locations to offering competitive compensation to refinancing loans or paying down debt, small business owners rely on our team when faced with uncertainty. Our CFOs address these concerns for our clients, so small business owners can confidently make decisions and lead their businesses. In this episode, Marcus and Rachel discuss common questions a...
Who's Really the Boss? Midyear Retreat Recap August or September is a great time to revisit progress on goals set at the beginning of the year and to do a check-in on daily habits and routines that have fallen into place. With four months left in the year, your team can still accomplish great things no matter where you are currently trending. Marcus and Rachel discuss topics covered, feedback received, and things learned during the Dillon CPAs midyear retreat. Retreats are a great way to strengt...
Who's Really The Boss? Life Long Learners In this episode, Marcus and Rachel highlight some key points from the Maxwell Leadership Podcast episode, "Ten Tools for Gaining a New Perspective." The podcast can be found at https://johnmaxwellleadershippodcast.com/ John Maxwell emphasizes the need for life long learning to influence others, create impact, and remain relevant.
Who's Really The Boss? Back to School Marcus and Rachel discuss the natural rhythms of the school year and how to take advantage of the "fresh start" of the school year to refocus and reset routines and habits to finish the year strong. In this episode, Marcus and Rachel discuss time blocking, improving routines, and prioritizing to make the biggest impact in your life and the lives of those around you.
Who's Really the Boss? Investing in your Future Self Do you dream of what retirement might look like or aspire to be a different version of yourself? What you choose to do today determines a big part of your future. Marcus and Rachel discuss some areas of life where incorporating small habits today will drastically impact and improve the future You!
Who's Really the Boss? Guiding the Next Generation of Business Owners Seasoned business owners have a wealth of knowledge and experience to share with the next generation of business owners, but some don't know where to start. Marcus and Rachel discuss ideas on what types of information to share with new or prospective business owners.
Who's Really the Boss? The Intersection Between Automation and People Refining processes and automation helps create a profitable, scaleable business, but sometimes automation can stifle relationships with customers. Marcus and Rachel discuss the benefits of automation and how to use automation in your business to strengthen customer relationships as well as improve the daily responsibilities of your team.
Who's Really the Boss? Burnout Maybe you are fortunate enough to have just enjoyed a vacation and are well rested, or maybe you are feeling the effects of burnout in certain areas of your life. Marcus and Rachel discuss some early signs of burnout and some ways to reignite your joy and passion.
Who's Really the Boss? Face to Face in a Remote Work Environment While Zoom and Teams meetings have allowed us to connect with others all around the world, so many of the building blocks of relationships are lost. Social cues, hugs, handshakes, downtime, and palpable energy are not experienced through a screen. Marcus and Rachel discuss the benefits of gathering face to face and practical tips of how to make it happen for your team.
Who's Really The Boss? Compromising as a Couple Compromise requires a high level of maturity and effective communication. Marcus and Rachel discuss what it is really like to compromise both as a couple and in business.
Who's Really the Boss? More Isn't Always Better Sometimes "more" seems like the best option, but often times more is not better. Better is better! Marcus and Rachel discuss the consequences of always seeking "more" and the importance of intentionally seeking "better".
Who's Really the Boss? Accountability Through Coaching Implementing change or changing habits may seem daunting or even impossible. Marcus and Rachel discuss the benefits they have experienced by hiring outside accountability to achieve both personal and professional goals.
Who's Really the Boss? Changing Direction Change is almost always hard and sometimes even scary or painful. Marcus and Rachel walk through 3 hard changes they implemented to get their business to a better place.
Who's Really the Boss? Quality Connection Being close in proximity to someone and "connecting" yield different results for relationships. Marcus and Rachel discuss practical tips to intentionally connect in order to nurture important relationships.
Who's Really The Boss? Set Apart vs. Seeking Attention All businesses need to be noticed and known in order to thrive. Marcus and Rachel discuss the difference between running a business that is "set apart" verses running a business that seeks attention at any cost. Join us for a conversation about how to run a successful business without sacrificing values or integrity.
Who's Really The Boss? Thriving Through a Recession Just the word "recession" can bring fear and anxiety to many business owners, let alone leading through one. Marcus and Rachel discuss how to not only survive but also to thrive through a down economy.
Who's Really The Boss? Big Picture Thinking! Big picture thinking can be challenging if you are so busy in day to day tasks and putting out daily fires. Marcus and Rachel discuss practical tips to make time for and ensure your big picture thinking sessions are productive.
