How to Build an Accounting Firm Structure That Actually Works

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

Opublikowano: 2026-05-11

Sponsors Discover.AI - discover.ai Rachel and Marcus pull back the curtain on how DBA rebuilt their accounting firm from the ground up, moving from a structure where everything ran through one person to a three-tiered team model built for scale. They walk through each phase of the transition: defining roles, aligning consistent teams to clients, and building industry specialization that makes advisory conversations sharper and more valuable. Introducing Collective by DBA https://collective.cpa https://www.linkedin.com/company/collectivebydba Learn More About Dillon Business Advisors ht...