Rachel and Marcus recap their recent RECHARGE conference, an in-person event for accounting firm owners that fostered deep discussions on KPIs, firm valuations, and incentivizing team performance. They highlight key takeaways including how current M&A deals are structured, the importance of optimizing Google Business Profiles, and practical automation tools that attendees implemented within days. The hosts emphasize the value of prioritizing one or two meaningful improvements rather than attempting everything at once, reflecting on how the collective wisdom of the community continues to shape growth for everyone involved.
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
- (01:04) - Recap of Recent Events and Busy Schedules
- (02:40) - The Impact of Recharge Conference
- (05:14) - Day 1 Highlights: Welcome Reception
- (08:38) - Day 2 Highlights: Breakfast and Morning Sessions
- (16:55) - Key Performance Indicators (KPIs) Session
- (23:04) - Mergers and Acquisitions (M&A) Insights
- (30:56) - Understanding Business Valuation
- (32:22) - Automation AI, and IT
- (43:39) - Marketing Strategies and Google Business Profiles
- (50:38) - Team Incentives and Performance
- (53:53) - Recruiting and Hiring Best Practices
- (56:41) - Final Recap and Future Plans
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