Who's Really the Boss Get Out of Your Head The power of audibly speaking thoughts. The power of sharing thoughts with others. Often just taking ideas from thoughts and putting them into words on a page can bring all new perspectives. As a business owner and CPA, there are many ideas, decisions, and opinions that swirl around in your mind, but keeping them there is a huge mistake. Keeping thoughts in your mind often interrupts your focus or even disrupts your sleep. It is important to say the thi...
Aug 07, 2023•30 min•Season 2Ep. 28
Who's Really the Boss ✦Is This Business Coach Legit?✦ So. Many. Business. Coaches. RIGHT??? This week, Amy McCarty, Rootworks' Director of Education, legit business coach, and long-time friend, gives an exclusive look at a day in the life, reveals the striking commonalities shared by her most successful client relationships, and common mistakes that cause the coaching relationship to crash and burn. If you are skeptical of business coaching or considering hiring one, be sure to listen. This podc...
Jul 31, 2023•41 min•Season 2Ep. 27
Who's Really the Boss Because Top-Line Revenue Sounds Good Don't get tangled up in the top-line revenue comparison trap. This week, Marcus and Rachel Dillon talk through a few key components of business success that are absent from the top-line revenue metric. While it is an easy metric to measure and track, it's actually a poor indicator of the overall health and value of your business. Listen in to how profitability, long term sustainability, and growth potential are absent from the gross reve...
Jul 24, 2023•32 min•Season 2Ep. 26
Who's Really the Boss ✦From Work to Wisdom✦ Transitioning from production to giving advice is what some are striving towards and yet others don't even realize the valuable wisdom they are withholding from others by staying head down in daily tasks. In this episode, Marcus and Rachel discuss an idea of moving from task master to wisdom sharer in order to cultivate new leaders in your organization, in your family, and in your community. Book: Strength to Strength by Arthur Brooks If you would like...
Jul 17, 2023•28 min•Season 2Ep. 25
Who's Really the Boss ✦Do I Need ChatGPT in My Business✦ This is NOT a "jump on the bandwagon" of ChatGPT episode. This is a conversation about how two forty-somethings are embracing new technology to provide a better workplace, a better client experience, and work smarter not harder each day. Marcus and Rachel share ideas of how to incorporate AI in daily work and how they think it could evolve in the future. To work one on one with Marcus Dillon, CPA and their team of fractional accountants, C...
Jul 10, 2023•34 min•Season 2Ep. 24
Who's Really the Boss How to Avoid Falling Into the Same Trap This episode is hosted by John E. Randolph, host of CPA Life podcast and Managing Partner at Benaiah Consulting Group. This episode originally aired on the CPA Life podcast on May 10, 2023. A big thank you to John and CPA Life podcast for allowing us to re-air their interview. When Marcus Dillon of Dillon Business Advisors first branched out from his career, which included a stint with a Big Four firm, he realized that he had “recreat...
Jul 03, 2023•50 min•Season 2Ep. 24
Who's Really the Boss ✦The Key to Resiliency✦ This episode is 🔥! Rachel and Marcus had the privilege of visiting with John Mitchell, speaker, leader, and all around incredible guy, about being resilient in both life and business. Spoiler alert: The key to resiliency is not pretending that the failures didn't happen nor is it staying so busy that you move forward without learning from past mistakes. Be sure to glean some of John's wisdom: adjust perspective, spend time, be present, and build tru...
Jun 26, 2023•48 min•Season 2Ep. 23
Who's Really the Boss ✦Conference or Vacation?✦ In this episode, Marcus and Rachel talk through how to make the most of conferences. Spoiler alert: The amount of value gained from a conference is directly related to the changes you actually implement in your business or life. Don't let a conference serve only as a mediocre vacation, but utilize the knowledge gained for a better future. #businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #...
Jun 19, 2023•29 min•Season 2Ep. 22
Who's Really the Boss ✦Does Your Business Measure Up✦ What gets measured gets managed. Business owners are typically great at dreaming big and setting goals, but to see results and those dreams come to fruition, it is so important to track progress. Marcus and Rachel discuss the most important KPIs for small businesses to track and how to measure them. Find out how to make the most of your time by focusing on metrics that make the most impact and produce the straightest path to goal achievement....
Jun 12, 2023•34 min•Season 2Ep. 21
Who's Really the Boss ✦Defining Seasons of Business with your Spouse✦ In this episode, we are joined by Matt Schomburg State Farm, who happens to be a close friend, next door neighbor, and insurance agent to Marcus and Rachel! Matt describes how his wife, Heather, helped grow his agency in the earlier years and the roles she still has in the business to this day. There is so much wisdom shared in this episode from growing a business, setting boundaries, cultivating a team, and exceeding customer...
Jun 05, 2023•34 min•Season 2Ep. 20
Who's Really the Boss ✦Preparing for Change✦ With a recently graduated high school senior in the house, Marcus and Rachel discuss the years of preparations that have taken place with their oldest daughter. Much like nurturing and raising a child, business owners often lead their business in a similar way to how they lead their families. In this episode, you will hear the specific steps Marcus and Rachel took with their daughters that have prepared them for college and adult life. #businessadviso...
May 29, 2023•30 min•Season 2Ep. 19
Who's Really the Boss Retreat Preparations The secret to the best business is no secret at all. Simply put, the best businesses have the best people. How do you ensure you have the best people? You cultivate them! In this episode, Marcus and Rachel discuss their upcoming retreat, the reason why they are bringing all team members together in office, and the intended outcomes.
May 22, 2023•27 min•Season 2Ep. 18
Who's Really the Boss Improving Accounts Receivable to Improve Cash Flow Many business owners struggle with cash flow. Sometimes the cash flow challenges start in the very early days but persist for years. Marcus and Rachel discuss how taking a look at assessing Accounts Receivable and implementing sound processes can drastically change the trajectory of a business.
May 15, 2023•30 min•Season 2Ep. 17
Who's Really the Boss No Margin for Error Business owners are needing to rethink how they do business in this economy. In previous years, business owners could make a lot of mistakes and still come out on top. In this episode, Marcus and Rachel discuss some strategies business owners can implement to ensure sustainability and even profitability in tough times.
May 08, 2023•27 min•Season 2Ep. 16
Who's Really the Boss Making Connections to Expand Your Network In this episode, Marcus and Rachel discuss how the local Chamber of Commerce has helped expand their network and bonus, create friendships along the way. Matthew Ferraro, President of the Katy Chamber of Commerce, joins the conversation and shares how the local chamber is helping businesses of all sizes thrive in this down economy.
May 01, 2023•23 min•Season 2Ep. 15
DBA's Tax Season Recap This week on Who's Really the Boss podcast, Marcus and Rachel are joined by Charles Jenkins, Jr., CPA, Dillon Business Advisors' Director of Tax. Charles spills the tea on how tax season really went for the team. Charles doesn't hold back or sugar coat the details. Listen to how a concierge level, full service financial accounting firm manages the influx of work during tax season. #businessadvisors #financialservices #CFO #houstonadvisors #texasbusiness #katytx #whosreally...
Apr 24, 2023•36 min•Season 2Ep. 14
Who's Raelly the Boss? ✦Making Hard Decisions✦ This week on Who's Really the Boss podcast, Marcus and Rachel finish part 2 of 2 from last week's episode. The conversation continues around making hard decisions. In difficult circumstances it is important to ask 2 questions: "What can I learn from this, and what do I need to do going forward?" Making sure processes are in place and that you have talked with trusted mentors or leaders is a great place to start when navigating hard decisions. #busin...
Apr 17, 2023•26 min•Season 2Ep. 13
Who's Really the Boss? ✦When You Can't "Break" on Spring Break✦ This week on Who's Really the Boss podcast, Marcus and Rachel share highlights from a recent Spring Break trip and also some challenges faced taking time away during a busier season at work. While recognizing and celebrating the wins is good, it is important to share the challenges and struggles as well. Listen to how lack of trust and lack of delegation can result in the inability to disconnect from work. #businessadvisors #financi...
Apr 10, 2023•31 min•Season 2Ep. 12
Who's Really the Boss? ✦Health and Wellness for Small Business✦ This week on Who's Really the Boss podcast, Marcus and Rachel talk with David Schneider of Titan Dynamics on ways to attract and retain team members, increase productivity, decrease illness, and create a better work place through promoting health and wellness. David shares that health and wellness programs aren't only for big corporate organizations, but that effective, well-structured programs are accessible to and just as importan...
Apr 03, 2023•50 min•Season 2Ep. 11
Who's Really the Boss? ✦Management is a Ministry✦ This week on Who's Really the Boss podcast, Marcus and Rachel talk through the opportunities business ownership and leading others has for serving, showing grace and compassion, and elevating others. Learn practical ways to live out your faith and values everyday, especially at work. #businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #cfo #fractionalcfo #fractionalcontrolle...
Mar 20, 2023•31 min•Season 2Ep. 10
Who's Really the Boss ✦Capacity Planning for Improved Culture✦ Justin Newhall, VP of Revenue at Dillon Business Advisors, joins Marcus and Rachel to discuss capacity planning. The three talk through capacity planning strategy, the consequences of not capacity planning, and the benefits it brings to your team and business. Listen to "Who's Really the Boss Podcast" here: https://hubs.la/Q01B_ytg0 #businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whos...
Mar 13, 2023•42 min•Season 2Ep. 9
Who's Really the Boss ✦It Takes A Village - The Business Owner's Support Team✦ It takes a village to raise a family AND to run a successful business. Marcus and Rachel discuss 3 of the most important people every business owner needs in their life. #businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #taxsavings #culture #mentor
Mar 06, 2023•29 min•Season 2Ep. 8
Who's Really the Boss ✦Optimizing Your Business with Proper Entity Selection✦ Brett Moyer, attorney with Moyer Lewis, LLP talks with Marcus and Rachel about the best legal entity structures for small businesses. Find out the pros and cons to common entity structures as well as what to expect during the formation process on this week's episode. #businessadvisors #financialservices #fractionalCFO #CFO #houstonadvisors #texasbusiness #katytx #whosreallytheboss #podcast #taxsavings #entityselection ...
Feb 27, 2023•45 min•Season 2Ep. 7
Who's Really the Boss ✦CFOs Need Controllers✦ While clients often say they only want financial advice and strategy, accurate and timely financial data is needed to make assured recommendations. Lezlie Reeves, CPA and Client CFO, joins Marcus and Rachel to discuss why Controllers are necessary to allow CFOs to bring the value to clients.
Feb 20, 2023•31 min•Season 2Ep. 6
Who's Really the Boss ✦Fractional Controllers - The Real MVPs of Tax Savings✦ Fractional Controllers are an integral part of the DBA Team of 3. Marcus and Rachel discuss the role of a Fractional Controller and how the Fractional Controller is likely what clients are really looking for when they engage a professional to prepare their taxes.
Feb 13, 2023•34 min•Season 2Ep. 5
Who's Really the Boss ✦Nothing Lasts Forever - Finishing Well✦ Whether you need to reduce expenses, need different services, or no longer value the services being provided, the decision to discontinue services can be difficult to make. Marcus and Rachel discuss what it looks like to off-board well and help clients transition.
Feb 06, 2023•33 min•Season 2Ep. 4
Who's Really The Boss Is this a good DSO offer? DSOs, DPOs, and other industry specific organizations are prevalent in the market and making offers to dental, orthodontic, and veterinary practice owners. They are swooping in with enticing offers with incredible multipliers of the business's value and quick closing dates. Why wouldn't you accept this offer and the promise of both time and financial freedom? Marcus and Rachel discuss why you should have a professional team of trusted advisors eval...
Jan 30, 2023•31 min•Season 2Ep. 3
Who's Really the Boss ✦So You Want to Sell Your Business?✦ In this episode, Marcus and Rachel discuss everything you need to know about selling a business. From determining if you are actually ready to sell, to pointing out red flags in offers, to creating the most valuable business, this topic of conversation is on every business owner's mind.
Jan 23, 2023•23 min•Season 2Ep. 2
Who's Really The Boss ✦New Year, New Anxiety?✦ Marcus and Rachel discuss how they are alleviating the stress of tackling the goals they have laid out for 2023! Find out how these business owners, who are constantly looking for ways to improve, gain momentum in January!
Jan 16, 2023•27 min•Season 2Ep. 1
Who's Really the Boss Bonus Episode Thank you to each and every listener, advocate, client, family member and friend that have supported the podcast and Dillon Business Advisors this year! Your support is truly appreciated and instrumental in our success.
Dec 22, 2022•2 min•Season 1Ep. 48
