Rachel and Marcus share their journey of learning when and how to delegate responsibilities as their firm grew from $400K to over $3M in revenue. They break down specific tasks that should be delegated at different revenue milestones, from administrative work in the early days to entire service lines as the business scales. The conversation covers common delegation mistakes, the importance of building processes before handing off responsibilities, and why thinking in terms of roles rather than individual people creates better outcomes for everyone.

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) - Welcome to Who's Really the Boss
• (02:19) - Transitioning to Empty Nesters
• (04:54) - Mastermind Group Insights
• (06:04) - The Art of Delegation
• (08:35) - Delegation Strategies and Examples
• (15:34) - Growth and Organizational Changes
• (17:31) - Early Delegation Experiences
• (28:53) - The Importance of Role-Based Org Charts
• (31:03) - Streamlining Operations for Better Client Service
• (36:09) - Shadowing and Training for Effective Delegation
• (38:59) - Evolving the Interview Process
• (45:22) - Onboarding Evolution and Best Practices
• (49:41) - The Role of Structure and Processes in Delegation
• (53:26) - Final Thoughts on Delegation and Growth

Shawn Gubler of Kinexus CPAs shares how he transformed his approach to firm ownership by taking vacations during tax season, building meaningful partnerships, and creating systems that allow his team to thrive without him. He discusses the challenges of growing from $1-3 million in revenue, the importance of hiring people who will challenge you, and why giving more than you take has been the foundation of his success. Shawn also opens up about the value of one-on-one advisory relationships and how stepping back as an owner has actually improved client service and team development.

Connect with Shawn
https://stgcpas.com/
https://www.linkedin.com/in/shawn-gubler-10a92b5

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) - Introduction and Guest Welcome
• (00:57) - Shawn's Personal Background
• (04:35) - Best Advice Received
• (05:36) - Kinexus CPA Team and Firm Structure
• (08:02) - Growth and Client Services
• (22:04) - Hiring Trends and Market Shifts
• (25:07) - Current Goals and Initiatives
• (28:01) - Breaking Through Plateaus
• (35:23) - Client Relationships and Succession Planning
• (43:36) - Starting a Firm: Lessons Learned
• (50:27) - The Importance of Advisory Relationships
• (54:47) - Conclusion and Final Thoughts

Nate Goodman shares his remarkable journey from starting a church bookkeeping practice in 2019 to building a $1.7 million CPA firm by age 29. He opens up about the challenging early years that included eating rice and beans to survive, studying for the CPA exam with a newborn during COVID, and making crucial pivots that transformed his struggling practice into a thriving business.

Connect with Nate
https://goodmancpa.llc/

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
• (01:04) - Nate's Personal and Professional Background
• (02:03) - Starting the Firm and Early Challenges
• (05:53) - Advice and Inspirations
• (07:45) - Connecting with Collective by DBA
• (10:21) - Firm Growth and Acquisitions
• (21:58) - Hurricane Helene and Overcoming Adversity
• (24:46) - Firm's Work Setup: In-Office, Remote, and Hybrid
• (27:00) - Challenges and Successes in Hiring Remote Talent
• (33:01) - Mentorship and Team Dynamics
• (36:36) - Advice to Younger Self and Current Focus
• (39:59) - Client Metrics and Performance Bonuses
• (43:00) - Sales Team Structure and Compensation
• (44:55) - Client Focus and Work-Life Balance
• (49:20) - Building a Peer Network and Community
• (52:59) - Final Thoughts and Contact Information