The Four R's of Improvement Season: Recharge, Review, Refocus, Refine

Podcast: Who's Really the BOSS? · Marcus Dillon, Rachel Dillon

Opublikowano: 2025-09-15

Rachel and Marcus share their approach to "improvement season" - the strategic summer months between tax deadlines when most accounting firms slow down. They break down their four-part framework of recharge, review, refocus, and refine, revealing how they used this time to tackle everything from cybersecurity upgrades to team candor training after completing a firm acquisition. The duo candidly grade their own performance while discussing the challenges of maintaining momentum when team members are taking well-deserved vacations. Introducing Collective by DBA https://collective.cpa https://www.linkedin.com/company/collectivebydba Learn More About...