Building a Firm That Fits Your Values

Sandra Koch returns to share how she's built a firm around flexibility, trust, responsiveness, and genuine care for both her team and clients. She discusses leading a fully remote team, creating a people-first culture, and why aligning your firm with your own values is more sustainable than trying to follow someone else's blueprint.Introducing Collective by DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(00:00) - Welcome Back Sandra (02:59) - Life Moves Mexico Build (06:17) - Rest And Perspective (09:09) - Pause And Parking Lot (11:55) - Firm Snapshot Services (14:01) - Remote Tech Stack (19:53) - AI Tools And Training (29:18) - Flexibility Ground Rules (32:45) - Client Experience Responsiveness (40:38) - Team Meetings Pep Rally (44:27) - Book Club Favorites (48:05) - Final Values And Community (51:29) - Thanks And Wrap Up