Rachel and Marcus discuss the common problem of owners becoming the bottleneck in accounting firms under $3 million. They share their experience implementing their "Team of Three" structure to delegate work effectively, improve client service, and increase capacity without working more hours. They provide practical strategies for identifying your firm's constraints and restructuring your team to break through capacity limitations.
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
- (06:27) - Main Topic Introduction: Identifying Bottlenecks in Accounting Firms
- (07:32) - Common Bottlenecks: The Owner's Role
- (08:51) - Delegation and Team Structure
- (18:30) - Reorganizing the Team: Overcoming Capacity Issues
- (21:10) - Team Structure and Collaboration
- (24:50) - Implementing the Team of Three
- (29:36) - Challenges and Benefits of Role Allocation
- (32:34) - Delegation and Capacity Management
- (37:41) - Transitioning and Elevating Roles
- (45:26) - Final Thoughts and Recommendations
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