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 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
  


• (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