Rachel and Marcus outline the key strategic decisions they're making at their $3M accounting firm as they plan for continued growth in 2025, including streamlining their technology stack, restructuring team capacity, and preparing for potential acquisitions. They discuss how they're managing recent team transitions and implementing new roles like subject matter experts to create advancement opportunities. The conversation provides a transparent look at how they're positioning their established firm for its next phase of growth while maintaining their culture and service quality.
Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba
Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors
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- (00:00) - Welcome to Who's Really the Boss
- (00:34) - New Year: Family Updates
- (02:33) - Business Decisions for 2025
- (03:17) - Firm Structure and Client Services
- (08:07) - Technology and Tools Evaluation
- (21:17) - Team Structure and Capacity Planning
- (24:41) - Departing Team Members
- (31:07) - Organic Growth Strategies
- (39:37) - Acquisition Strategies and Lesson's Learned
- (44:21) - Conclusion and Community Support
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