Show notes
SponsorsDiscover.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 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
(00:39) - 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
(28:39) - Phase Two Align Teams
(38:48) - Career Paths and Scaling
(43:05) - Wrap Up and Listener Challenge