How to Build an Accounting Firm Structure That Actually Works
カートのアイテムが多すぎます
カートに追加できませんでした。
ウィッシュリストに追加できませんでした。
ほしい物リストの削除に失敗しました。
ポッドキャストのフォローに失敗しました
ポッドキャストのフォロー解除に失敗しました
How to Build an Accounting Firm Structure That Actually Works
-
ナレーター：
-
著者：
概要
Sponsors
Discover.AI - discover.ai
Rachel and Marcus pull back the curtain on how DBA rebuilt their accounting firm from the ground up, moving from a structure where everything ran through one person to a three-tiered team model built for scale. They walk through each phase of the transition: defining roles, aligning consistent teams to clients, and building industry specialization that makes advisory conversations sharper and more valuable.
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
Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
- (00:00) - Welcome to Who's Really the Boss
- (00:39) - Family Updates
- (05:16) - Why Team of Three
- (06:54) - Problems With Silos
- (10:24) - Client Pain Points
- (12:01) - Three Roles Explained
- (15:41) - Model Goals and Benefits
- (21:11) - Phase One Define Roles
- (29:43) - Phase Two Align Teams
- (39:52) - Career Paths and Scaling
- (44:09) - Wrap Up and Listener Challenge