In this episode of the Who's Really The Boss podcast, Marcus and Rachel offer an insightful debrief of their accounting firm's 2024 tax season. They discuss how strategic changes implemented before tax season, such as team restructuring, new hires, and the introduction of new technology, impacted their workflow and client experience. They also share their challenges, successes, and lessons learned, including the importance of investing in team education and adapting to the needs of their clients. Throughout the conversation, Marcus and Rachel emphasize their firm's focus on providing top-quality client accounting services (CAS) and how they have successfully transitioned from a tax-centric practice to one that generates 80% of its revenue from recurring monthly services.

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• (00:00 ) - Introduction to the Podcast and Today's Theme


• (00:29 ) - Opening and Tax Season Recap Discussion


• (01:35 ) - Personal Update: Kinley's First Year of College


• (05:43 ) - Diving Into Dillon Business Advisors Tax Season Overview


• (07:18 ) - Team Changes and Strategic Adjustments Pre-Tax Season


• (13:28 ) - Innovative Solutions: Contracting a Tax Director of Counsel


• (18:43 ) - Operational Enhancements and Team Additions


• (24:02 ) - Implementing New Technology: The Shift to Canopy


• (32:32 ) - Addressing the Texas Franchise Tax Update and Its Impact


• (34:22 ) - Achieving Work-Life Balance: No Overtime and Weekends


• (36:58 ) - Strategic Financial Planning and Revenue Insights


• (44:57 ) - Reflecting on Tax Season: Successes, Lessons, and Future Plans


• (47:21 ) - Innovative Training and Knowledge Sharing Within the Team


• (54:45 ) - Looking Ahead: Software Solutions and Client Communication


• (55:59 ) - Wrapping Up: Insights from a Successful Tax Season