Building a Director-Led Accounting Firm

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

Opublikowano: 2026-07-06

Marcus and Rachel break down how Dillon Business Advisors moved from an owner-led firm to a director-led one, walking through the seven components they use to define every director role, from ownership and KPIs to the weekly question that keeps people accountable. They also share how scorecards and monthly reviews keep decisions from flowing back up to the owners. It's a practical framework for firms that have outgrown a single person holding everything together. Sponsors Discover.AI - discover.ai Introducing Collective by DBA https://collective.cpa https://www.li...