S3E4. Hope is NOT a Strategy

12 de feb. de 2024 · 33m 3s
S3E4. Hope is NOT a Strategy
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Hope is Not a Strategy Hey CPAs and Accountants! You found our podcast! Hoping and wishing alone rarely lead to significant change if any at all. At Dillon Business Advisors,...

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Hope is Not a Strategy

Hey CPAs and Accountants! You found our podcast!

Hoping and wishing alone rarely lead to significant change if any at all. At Dillon Business Advisors, we decided to ensure greater success in our accounting firm by hiring our first Director of Operations. In smaller organizations, everyone rolls up their sleeves and helps where needed, but initiatives and goals benefit from a highly-qualified leader who can plan, prioritize, monitor execution, and make adjustments in order to achieve optimal results.

This week on Who's Really the Boss podcast, Amy McCarty, Director of Operations, joins Marcus Dillon, CPA and Rachel Dillon to discuss her role and responsibilities within the accounting firm. In this episode, Amy shares the immediate improvements she implemented upon joining the team and initiatives she has planned for the remainder of the year.

3 key areas DBA has benefited from Amy's work as Director of Operations are:
✦Technology and software assessment and implementation
✦Process and documentation improvements
✦Internal professional development strategy

#accountingandaccountants #businessadvisors #operations #advisory #accountingpodcast #cpa
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Autor Marcus Dillon
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