Rachel and Marcus reveal how they use organizational charts as a strategic tool for firm growth at Dillon Business Advisors. They walk through their process of identifying bottlenecks, defining roles before hiring, and evolving from a chaotic "spider web" structure to their streamlined team-of-three model. Learn how mapping out future roles, including their new tax advisory service line and CSM assistant positions, helps them scale intentionally while maintaining client service quality and avoiding the trap of reactive hiring.
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) - Introduction and Recap
- (01:26) - Strategic Growth and Acquisition
- (04:09) - Defining Roles and Responsibilities
- (06:29) - Identifying Bottlenecks and Capacity
- (10:56) - Additional Metrics
- (16:42) - Roles and Responsibilities
- (19:55) - Utilizing Part-Time and Remote Team Members
- (28:24) - Expanding Tax Advisory Services
- (37:04) - The Value of Clear Team Structure
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