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Dillon Business Advisors
เข้าร่วมเมื่อ 6 ก.ย. 2019
Business advisors and CPAs leading small business owners to the next level of financial and time freedom. Whether growing through a plateau or helping owners reach profitability goals, our team provides strategic tax advice, bookkeeping, payroll, and growth strategies.
Learn more at www.dillonadvisors.com.
Learn more at www.dillonadvisors.com.
Preventing Burnout: Why Your Passion Matters More Than Hours Worked
Finding the right balance between work and personal life isn't just about counting hours - it's about aligning what you do with what you love. In this clip, we explore how accounting professionals can identify their true work capacity and build a sustainable practice around it.
The discussion tackles a fresh perspective on burnout: it's not always about working too many hours, but rather about the disconnect between your work and your passions. Someone who loves the puzzle of tax returns might happily work longer hours than someone who sees it as a chore.
Rachel and Marcus share practical advice for both building and scaling back firms. They emphasize the importance of setting firm boundaries and having people around you who can hold you accountable - whether that's family, a spouse, or a group of peers. Marcus also discusses practical solutions like bringing in virtual assistants, implementing new technology, or outsourcing when needed.
For firm owners who've grown beyond their ideal capacity, the key is to start by identifying what isn't working and systematically removing those elements. While this process isn't always perfect, keeping momentum is crucial for success.
The discussion tackles a fresh perspective on burnout: it's not always about working too many hours, but rather about the disconnect between your work and your passions. Someone who loves the puzzle of tax returns might happily work longer hours than someone who sees it as a chore.
Rachel and Marcus share practical advice for both building and scaling back firms. They emphasize the importance of setting firm boundaries and having people around you who can hold you accountable - whether that's family, a spouse, or a group of peers. Marcus also discusses practical solutions like bringing in virtual assistants, implementing new technology, or outsourcing when needed.
For firm owners who've grown beyond their ideal capacity, the key is to start by identifying what isn't working and systematically removing those elements. While this process isn't always perfect, keeping momentum is crucial for success.
มุมมอง: 19
วีดีโอ
Balance Your Business Mindset: Equal Weight for Wins and Losses
มุมมอง 2414 ชั่วโมงที่ผ่านมา
Success and failure are two sides of the same coin in business, but we often handle them very differently. In this clip, Marcus, Rachel and guest Ben Gabriel discuss a common challenge: the tendency to quickly move past victories while letting setbacks linger for days or weeks. They share an important perspective on giving equal weight to both wins and losses. Instead of rushing past achievemen...
The Evolution of Accounting Firm Deals
มุมมอง 3916 ชั่วโมงที่ผ่านมา
Attorney Sara Sharp shares her unique perspective on the evolving landscape of accounting firm ownership, compliance challenges, and acquisition trends. Drawing from her experience handling numerous accounting practice deals, she discusses creative alternatives to traditional partnership models, including phantom equity plans that align team member incentives without the complexities of direct ...
Member Testimonials - Collective by DBA
มุมมอง 22วันที่ผ่านมา
Collective by DBA members share the impact the Community has had on their accounting firms. Collective by DBA provides operational support to accounting and CPA firms through building a network, sharing resources, providing CPE, mastermind groups (Forums), and one-on-one coaching (Advisory). Collective by DBA supports accounting professionals and CPAs with: CPE Capacity planning Tax and monthly...
From Once-a-Year to Full Service: Our Strategy to Build Monthly Clients
มุมมอง 24วันที่ผ่านมา
In this clip, Rachel shares how her team overcame the challenge of converting annual tax-only clients into monthly full-service clients offering bookkeeping, payroll, tax, and advisory services. She discusses a unique approach called "reverse selling," where simply communicating the value they provided to other clients inspired an annual client to see how their services could benefit his busine...
The $10 Million Investment Questions Every Business Should Ask
มุมมอง 7วันที่ผ่านมา
In this clip, Rachel and Marcus reveal how overwhelmed firm owners can begin transforming their businesses into trusted advisory practices, even when it feels impossible to find the time. Marcus shares a game-changing question that helps you rethink what's holding you back: "If I invested $10 million in your business today, what would we do differently?" They discuss how taking small, actionabl...
The Truth About 'Turning On' Marketing for Your Firm
มุมมอง 5521 วันที่ผ่านมา
Rachel and Marcus dive deep into their marketing experiments at DBA, including a candid discussion of spending $500,000 on initiatives that didn't quite work out as planned. They share valuable insights about the importance of clearly defining your ideal client and services before investing in any marketing efforts, whether internal or outsourced. The conversation explores their successful stra...
Building Resilient Teams: Planning for Extended Leave
มุมมอง 19หลายเดือนก่อน
Rachel and Marcus are joined by DBA team member Lezlie Reeves to share how their firm successfully managed concurrent extended leaves. They share their detailed approach to documentation, training support staff, and maintaining client service standards during extended leave periods. Their experience demonstrates how small firms can create sustainable coverage plans while ensuring team members f...
Converting Annual Clients to Monthly Relationships
มุมมอง 78หลายเดือนก่อน
Rachel and Marcus dive into how their accounting firm successfully converted two major clients into comprehensive monthly service relationships - one transitioning from annual tax services and another expanding their existing monthly engagement. They break down how establishing trust and proving value over time led these clients to naturally seek out additional services, rather than requiring h...
The Power of Community
มุมมอง 432 หลายเดือนก่อน
Ben Gabriel joins Rachel and Marcus to discuss the transformative power of peer groups and advisory services for accounting firm owners. They explore how these communities provide a safe space for leaders to share challenges, celebrate successes, and gain valuable insights from others facing similar situations. The conversation delves into common issues like capacity planning and team managemen...
Preparing for 2025 with a Team of 3 model
มุมมอง 702 หลายเดือนก่อน
Preparing for yearend in your accounting firm is essential to reducing overtime, improving efficiency, and delivering better client service. There are specific processes that CPA firms can implement in November and December to ensure their teams and clients will have the best tax season ever. This webinar gives practical tools and strategies to get ahead of busy season and empower your team thr...
Evaluating Your Firm's Production Rate: A Guide for Accountants
มุมมอง 122 หลายเดือนก่อน
In this clip, we explore how to kickstart capacity planning in your accounting firm using straightforward tools like Excel. Learn how to map out your team members, define their roles-from Client Service Managers to Client CFOs-and calculate their available working hours. We'll guide you through assigning production goals for each role and show you how to determine your firm's total available ca...
Beyond the Billable Hour
มุมมอง 582 หลายเดือนก่อน
Rachel and Marcus dive deep into their firm's evolution of time tracking and practice management, from old-school stamps to modern software solutions. Despite moving beyond billable hour pricing, they discuss how they leverage time data for capacity planning, pricing decisions, and firm valuation, Rachel and Marcus offer practical insights on implementing and refining time tracking processes, b...
Beyond EOS for Accountants with Christine Nietzke
มุมมอง 322 หลายเดือนก่อน
In this clip, Christine Nietzke dives into the strengths and shortcomings of the Entrepreneurial Operating System (EOS) for accounting firms. While acknowledging the benefits of EOS as outlined in Gino Wickman's book "Traction," she reveals why she chose not to become an EOS implementer. Christine discusses the 'purity' rule that prevents consultants from offering industry-specific advice. If y...
Beyond EOS: Tailoring Systems for Accounting Success
มุมมอง 893 หลายเดือนก่อน
This episode explores the intersection of popular business operating systems like EOS (Entrepreneurial Operating System) and tailored solutions for accounting firms. Christine Nitzke shares insights on the benefits and limitations of EOS implementation, while introducing the GRIP (Goal Ready Implementation Plan) approach developed by Collective. The conversation highlights the value of having a...
Building and Pricing Advisory Services
มุมมอง 933 หลายเดือนก่อน
Building and Pricing Advisory Services
Collective by DBA: Expert Guidance on Business Strategy and Accountability
มุมมอง 153 หลายเดือนก่อน
Collective by DBA: Expert Guidance on Business Strategy and Accountability
Making the Most of Accounting Conferences: Tips for Setting Goals and Taking Action
มุมมอง 103 หลายเดือนก่อน
Making the Most of Accounting Conferences: Tips for Setting Goals and Taking Action
Inside the CFO Advisory Meeting: Real Client Stories
มุมมอง 303 หลายเดือนก่อน
Inside the CFO Advisory Meeting: Real Client Stories
Reviewing Goals, Achievements, and Changes at Beach Team Meeting
มุมมอง 134 หลายเดือนก่อน
Reviewing Goals, Achievements, and Changes at Beach Team Meeting
Unlocking Value in Accounting Conferences and Professional Growth
มุมมอง 374 หลายเดือนก่อน
Unlocking Value in Accounting Conferences and Professional Growth
How to Craft the Perfect Persona for Your Business Communication
มุมมอง 125 หลายเดือนก่อน
How to Craft the Perfect Persona for Your Business Communication
Time-Blocking for Client Advisory Services
มุมมอง 765 หลายเดือนก่อน
Time-Blocking for Client Advisory Services
Strategies for Increasing Prices Without Losing Clients
มุมมอง 125 หลายเดือนก่อน
Strategies for Increasing Prices Without Losing Clients
✔️💯🎯
Thank you ❤
Thanks for making this video on Kynley’s journey in entrepreneurship. What working strategies does Kynley use to balance her work and studies? I’m truly inspired and liked this video plus subscribed!
She plans and schedules out her weeks in advance. She lists out everything she needs to do or has scheduled day by day. She knows exactly what day she will buy ingredients, bake cake layers, study for tests, go to coffee with a friend, attend a basketball game ball game, decorate the cakes, go to the gym, etc. Each day has an intentional plan with times of tasks, which allows her to fit in everything she wants to do!
If you would like additional resources on firm improvement or the Team of 3 structure, visit collective.cpa
Stole Tony Robbins line, acting like it’s original 😂
You can follow this teen entrepreneur @kynleysconfections on instagram 🧁
Full podcast episode on change management: th-cam.com/video/DKuiN7uWHfQ/w-d-xo.htmlsi=qRm5MqnPgNMsVSXE
Haha WHAT
Then my imagination combined with narcissism and I called that a sign from god
can i edit Your youtube videos?
Watch the full podcast! Managing Expectations to Increase Satisfaction
Well, that wouldn't be a marriage..duh
you can make it how ever you want lol ,its called divorce. the downfall of most marriage is one person thinking it was forever no matter what so they don't have to try.
I don't believe in marriage and this would take away the meaning of marriage. Marriage is a religious contract that binds you to another for eternity
That would be great that means you can get rid of the b**** and get a new one
Realistically you would probably have to split household income made in that year
Totally agree & they could get rid of u too, if u didn't pass muster. Interesting concept.
Communicate
What is this? Who is this? Where did "Success In Life" dig this guy up???
Grow your vocabulary so you can explain things more concisely. Had an aneurysm listening to this.
Thank you for your feedback and listening! We are always looking to improve the podcast.
Just livin’ the dream! 👏🏽
Not if your constantly have to deal with her bull crap. Picking up after her.
😔 Promo-SM
What is up with these fake podcasts where there really isn't a podcast where they present general information even an ape would know?
One really good way to evaluate the importance of a task is to ask the recipient of the outcome how much it matters to them. Just because you think it is important, doesn’t mean the client sees the value. If the client *should* find value, it’s your job to help educate them in that area!
✅ Promo>SM
love this, thanks for the information
Glad it was helpful!
wrong
At Dillon Business Advisors, people matter most! www.dillonadvisors.com/about-us
We’d love to help your business improve cash flow! Check out www.dillonadvisors.com!
Check out www.dillonadvisors.com/resources for more practical business advice!
Check out Who’s Really the Boss podcast full episodes on on our TH-cam channel.
👌 *Promo sm*
www.dillonadvisors.com Our team at Dillon Business Advisors makes sure your business is optimized for tax savings and achieving your financial goals.
Check out our podcast on this topic: www.dillonadvisors.com/podcast
ƤＲＯ𝓂Ｏ𝕤ᗰ 😃
thank you for the updates
Very nice All, many thanks for your service all these years. Happy Thanksgiving.
You two are #couplegoals. Smart, king and good looking!
Good stuff Marcus, thank you!
Great presentation and very clear and informative. Who can I email to receive a template of your calculation worksheet?
Starts at 1:06. th-cam.com/video/s4BsYBNS4xw/w-d-xo.html
You can also see exactly how to apply here: th-cam.com/video/qGY26XRVMvo/w-d-xo.html&feature=emb_logo
Excellent insights guys! Thank you for sharing.