Who's Really the BOSS?

Target audience: CPA firm owners and partners seeking practical growth playbooks. The show features guests with real-world M&A, cloud adoption, and service diversification, offering actionable insights and compelling thought leadership stories. Ideal for PR to position guests as industry practitioners with proven outcomes; booking is plausible but moderately competitive given niche expertise.

144 episodes, Weekly, 4.6 rating

<1k, Male, USA

YouTube: 287 subscribers, Instagram: 464 followers

"Who's Really the BOSS?" highlights the joys and challenges of running a CPA firm with your spouse or family. From hiring and terminating to improving capacity, cash flow, and culture, our conversations cover leadership, operations, and current accounting industry challenges. Our mission is to strengthen families and accounting firms by helping listeners avoid the mistakes we have made, so they can lead and live happily ever after.

Rachel, Marcus

Business, Entrepreneurship, Management, Careers

CPA designation; senior partner/owner or founder of a CPA firm; demonstrated track record of growth, M&A, or service expansion

built or scaled a mid-size CPA firm, led acquisitions or significant service expansion, modernized operations (cloud adoption, remote work), developed strategic Growth initiatives

Tim Abbott - Firm Acquisitions, Modernization, Transition Challenges, Client Relationships, Matt Kidd - Adding Financial Planning And Wealth Management; Broker-dealers Vs Rias; Integrating RIA Into CPA Firm; Client Conversion, Shawn Gubler - Vacations During Tax Season, Advisory Relationships, Firm Structure, Nate Goodman - Startup Growth, Hiring Remote Talent, Mentorship, Client Metrics

CPA firm growth, acquisitions, organizational design, delegation, service line expansion, wealth management, financial planning, remote work, client transitions, leadership development