Rachel and Marcus share their approach to "improvement season" - the strategic summer months between tax deadlines when most accounting firms slow down. They break down their four-part framework of recharge, review, refocus, and refine, revealing how they used this time to tackle everything from cybersecurity upgrades to team candor training after completing a firm acquisition. The duo candidly grade their own performance while discussing the challenges of maintaining momentum when team members are taking well-deserved vacations.
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
- (00:55) - Family Updates
- (03:01) - Accounting Firm's Busy Season
- (03:44) - Improvement Season Concept
- (07:51) - Recharge: Rest and Relaxation Strategies
- (15:54) - Review: Analyzing Feedback and Performance
- (22:49) - Refocus: Aligning with Mission and Vision
- (24:56) - Refine: Setting Goals and Execution Plans
- (30:09) - Technology and Security Enhancements
- (36:29) - Soft Skills and Team Dynamics
- (40:41) - Client Alignment and Service Models
- (45:00) - Growth Strategies and Future Planning
- (51:12) - Conclusion and Final Thoughts
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