Beyond the Bottleneck: Creating Sustainable Capacity in Your Accounting Firm

Rachel and Marcus discuss the practical steps they took at Dylan Business Advisors to move from 70-hour workweeks to a sustainable 36-hour workweek year-round. They explore how evaluating and exiting non-ideal clients, refining service offerings, and implementing their "team of three" structure created significant capacity in their firm. The conversation covers both immediate relief strategies for overwhelmed firm owners and long-term structural changes that transformed their business while increasing profitability

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
• (00:51) - Dylan Business Advisors Firm Update
• (01:53) - Acquisition of Remote Accounting Firm
• (02:20) - Challenges and Adjustments Post-Acquisition
• (04:53) - The Bottleneck Issue in Small Accounting Firms
• (08:39) - Team Structure and Efficiency Improvements
• (12:34) - Capacity Management and Client Prioritization
• (16:02) - Implementing Changes and Overcoming Challenges
• (19:27) - Reflecting on Progress and Future Plans
• (29:18) - Balancing Work and Personal Life
• (31:03) - Identifying Ideal Clients and Setting Boundaries
• (34:17) - Team Collaboration and Recap
• (36:03) - Client Bottlenecks and Solutions
• (46:06) - Exiting Non-Ideal Clients
• (52:43) - Evaluating Service Lines
• (57:24) - Final Thoughts and Resources