Show notes
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 DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(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