Tax Season Doesn't Have to Control Your Firm

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

Opublikowano: 2026-02-16

Tax season doesn't have to mean overtime, blackout dates, and pizza-party morale boosts. Marcus and Rachel walk through the operational decisions and team structures that keep DBA running at 36 hours a week year-round. From Flex Fridays and unlimited PTO to ditching 1099 prep for annual-only clients, rethinking which client relationships to keep, and using video commentary and text messaging to meet clients where they are. Sponsors Discover.AI - discover.ai Introducing Collective by DBA https://collective.cpa https://www.linkedin.com/company/collectivebydba Learn More About Dillon Business Ad...