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Why Women in Accounting Keep Losing Credit for Their Own Ideas

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Nancy McClelland is sitting at her desk when a WhatsApp message lights up her phone. It’s a screenshot from her friend Dymond with a simple question, “Aren’t those your slides?”

They are. A live QB Power Hour session was using the distinctive slide deck Nancy used for three-plus years of 1099 presentations, the one she built, refined season after season, and shared with co-presenters last year. She wasn’t even invited to the session. She later learned presenters were making edits to her slides even five minutes before going live.

“The heat just came up to my head and my face, and it felt like it exploded out the top of my head,” Nancy says, describing her physical reaction on a recent episode of She Counts, the real-talk podcast for women in accounting she co-hosts with Questian Telka. “I got a little shaky and I was just furious.”

This moment became the catalyst for a candid discussion of how women’s intellectual work gets absorbed, reused, and reattributed in the accounting profession, and what if anything we can do about it.

When Credit Disappears, So Does Opportunity

When your slides show up in someone else’s presentation or someone repeats your idea in a meeting as if it were their own, it’s not just about bruised feelings. It’s a systematic pattern affecting women’s advancement in accounting.

“When credit is taken away, it doesn’t just affect that one person,” Nancy explains. “If we don’t enforce these boundaries, it affects all of us.”

The impact goes beyond individual harm. As Questian points out, it “prevents diversity of thought” because when people repeatedly lose credit for their work, they stop creating and contributing. The entire profession loses out on those perspectives.

Nancy isn’t early in her career or insecure. She’s a recognized expert in 1099 compliance who’s been writing for MSN and speaking on the topic for four years. If it can happen to her, it can happen to anyone. And it does, repeatedly, from barely perceptible “borrowing” to blatant theft.

The Full Spectrum of “Borrowed” Ideas

Credit theft ranges from literally reusing your slide deck to repeating your idea without reference, seconds after you said it in a meeting. Understanding that spectrum matters because most of the harm lives in the gray areas where it’s hardest to call out.

Nancy’s QB Power Hour story falls at the blatant end. Last year, she co-hosted an episode with Rich Kane, volunteering her existing deck for the session. This year, the same session ran with her slides but without her. When Jennifer Dymond and Sharrin Fuller recognized the slides, they called it out in the live chat. Nancy fired off an email, deliberately replying to the original thread where she’d shared the deck to make the paper trail unmistakable.

Dan DeLong, the host, responded quickly and apologetically. He said it hadn’t occurred to him that reusing the slides was a problem. He’d just grabbed last year’s deck and asked Rich to update it.

“I named plagiarism and he responded with process failure,” Nancy says. That gap between how women name harm and how it gets institutionally reframed is crucial. As Questian points out, “You can plagiarize work without it being intentional.”

But this wasn’t Nancy’s first experience with credit theft. Earlier in her speaking career, she applied to present at the National Society of Accountants for Cooperatives conference. To add “credibility,” they paired her with their head of education as co-presenter.

Nancy created everything, including slides, research, citations, and examples. When presentation day arrived, her co-presenter had her sit at a table beside the podium while he stood at the podium for the entire session. At one point, he gestured to the screen and said, “When I prepared this slide…”

“I just swung toward him and looked up and my jaw dropped,” Nancy recalls. She wanted to correct the record but wondered, “How much of this do I say out-loud? I don’t know how it’s gonna reflect on me.”

The session was popular enough to warrant a journal article, but only if Nancy listed him as co-author. She refused, offering instead to properly cite his prior article that inspired her research. The publication was denied entirely.

“The lesson I took away from that is you can have exposure or you can have ownership, but you can’t have both,” Nancy says.

Questian’s experiences with credit theft have been on the subtler end of the spectrum. She regularly shares ideas in meetings only to have someone repeat them moments later and receive the credit. “It’s happened to me so much in my life that I’ve just gotten used to it,” she admits. Recently, her partner witnessed it happen multiple times in a single social setting and was stunned.

Then there are the gray areas. After She Counts launched, Questian noticed another female podcaster using specific language and ideas from their episodes. It happened at least three times, but rather than confront it, Questian stopped watching that person’s content. “I have this fear of calling out and hurting someone’s professional reputation,” she explains.

“When is it theft and when is it overlap?” Nancy asks. That’s the question at the center of most situations. The blatant cases are easy to identify, but most credit erosion happens where you know something is off but can’t quite prove it.

Why Credit Systematically Drifts Away from Women

If these were isolated incidents, the solution would be simple. But women often don’t receive credit for their ideas because of deeply embedded biases and hierarchies that operate even when everyone has good intentions.

Nancy discusses the Matilda effect, a term for the systematic under-crediting of women in science. The examples are staggering: Rosalind Franklin’s X-ray crystallography was central to understanding DNA’s structure, but the Nobel Prize went to James Watson, Francis Crick, and Maurice Wilkins. Jocelyn Bell Burnell discovered the first radio pulsars as a graduate student, but the Nobel went to her supervisor. Lise Meitner’s work was key to understanding nuclear fission, but Otto Hahn got the Nobel Prize in Chemistry.

“This kind of thing has been happening so much and for so long in science that they actually have a name for it,” Nancy explains.

In accounting, the angle is different but equally problematic. “So much of our work is process, systems, teaching, and translation,” Nancy notes. “Those kinds of things are generally more likely to be reused without attribution. They’re more likely to be absorbed rather than credited, even though they’re highly valuable for our profession.”

Higher-status individuals are disproportionately credited as sources of ideas, regardless of who introduced them. As Nancy explains, “Men are often assumed to be the owner of knowledge and women, the contributors.”

Questian adds another layer, referencing Vanessa Van Edwards’ research on competence versus warmth. “If you are perceived as too warm, you can then be perceived as less competent, even though you are often still highly competent,” she explains. People who are naturally collaborative are especially vulnerable. The very qualities that make you a great colleague make you easy to overlook.

There’s also source confusion. People remember ideas better than where they heard them. Nancy’s experience with Jason Staats illustrates this. She’d discussed her Ask a CPA community with him, specifically about bridging tensions between bookkeepers and tax professionals, and shared her community plans in a class he taught. Weeks later, he posted about the exact topic without attribution. When multiple people tagged Nancy in the comments and she emailed him, Jason explained he’d forgotten the connection.

The consequences are real. And women who claim their credit are evaluated more negatively than men exhibiting the same behavior. “I don’t want people to think I’m a bitch,” Nancy admits, “but that’s how I feel like I am viewed.”

The Power of Collective Action

What works most effectively to combat idea theft is having someone else see it and say something.

Dymond and Sharrin called out Nancy’s slides in the live chat. Multiple community members tagged Nancy when Jason posted about her topic. Nicole Davis reached out directly to address a perceived overlap. Her partner pointed out that Questian had just made the same point. In every case where things went right, it was collective action.

“When we speak up for each other, two things happen,” Nancy explains. “We make it safer for someone else to name harm, and we actually retrain our nervous systems to recognize that just because something is uncomfortable and we speak out about it, it doesn’t mean we’re overreacting.”

The hosts offer practical strategies:

  • Say names out loud. When discussing ideas, credit the source. For example, Nancy notes Debra Kilsheimer is the one who told her about the Matilda Effect.
  • Men have a specific role. When someone repeats an idea in a meeting, men can simply say, “That’s what Questian just told us.” It requires attention, not heroism.
  • Address it directly when it happens to you. Nancy emailed using the original thread where she’d shared her slides, making the trail clear. “We’ve gotta say these things out-loud because maybe there’s a misunderstanding,” she explains.
  • Speak up when you see it happening to others. Reduce someone else’s risk by lending your voice. Tag creators in comments. Mention names in chat.
  • Handle misunderstandings with grace. Nicole provides the model. She spoke up when she thought her work had been borrowed. Nancy explained the timeline, shared evidence, and Nicole graciously acknowledged the misunderstanding. They agreed to co-present on the topic later that year. 

The episode closes with three essential questions:

  1. Where are you sharing work that represents your expertise?
  2. Who benefits when your name is removed?
  3. What would change if you treated your ideas as assets instead of favors?

Your Name Belongs on Your Work

Credit theft in accounting isn’t about villains. It’s about a system where biases and expectations consistently funnel attribution away from women, even recognized experts, and even when people have good intentions.

The same number of women enter the accounting profession as men, but they don’t make Partner at the same rate. So the systematic erasure of women’s intellectual contributions isn’t minor. Every uncredited slide deck, repeated idea, or template passed around without attribution chips away at professional capital women need to advance.

Nancy closes with a quote from Virginia Woolf: “For most of history, Anonymous was a woman.”

In accounting, it doesn’t have to stay that way.

Listen to the full episode of She Counts and share your own story on the She Counts LinkedIn page. Have you ever had your work passed off as someone else’s? The more we name it, the harder it becomes to ignore.

This Accounting Firm Finally Turned “We Should Give Back” Into a Measurable System

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Most accounting firm owners consider themselves generous people. They write checks to local charities, sponsor community events, and encourage employees to volunteer. But ask them to quantify their firm’s charitable impact over the past three years, and most would struggle to produce meaningful numbers.

The irony is, professionals who build careers on measurement and accountability often treat their own charitable giving as an unmeasured afterthought.

Marcus and Rachel Dillon faced this same challenge. As co-leaders of Dillon Business Advisors, they listed “giving back locally and internationally” as part of their vision, along with concrete, measurable goals. However, it became a reminder of good intentions that hadn’t yet become systematic action.

In this 2026 New Year episode of Who’s Really the Boss?, the Dillons skip the typical resolution-setting advice. Instead, they share how they live out their rally cry for the year: “lead change, create impact.” For them, IMPACT actually spells out their firm’s values. And they’ve finally found a way to measure it.

The Control That Creates Commitment

The Dillons knew what they wanted to accomplish. The challenge was finding a mechanism for accountability.

A separate bank account seemed obvious. It would be easy and fast. But Marcus saw the flaw immediately. “We wanted that control mechanism in place as opposed to just setting up an additional bank account that we could redistribute or transfer money back into,” he explains.

Their solution was The DBA Impact Fund, established through the National Christian Foundation in 2025. With a donor-advised fund, once money goes in, it can’t come back out. Those dollars are committed to charitable purposes forever.

This constraint is exactly the point. For firm owners who want to build charitable giving into their operations, a donor-advised fund provides accountability that willpower alone can’t.

The practical benefits extend beyond commitment. Funds can be invested and earn returns while accumulating for larger initiatives. The account works like a checking account when distributing money to approved charities. And because it generates standalone statements, the Dillons can share their giving transparently with their team.

Creating the fund was simple. “It literally took five minutes. I went to NCF’s website to create the fund, connected a bank account, and started transferring money,” Marcus notes. Five minutes to solve a problem that had lingered for years.

The Power of Simple Math

With the fund established, the leadership team, which includes Marcus and Rachel, and their directors, Amy McCarty, MBA, and Lezlie Reeves, CPA, decided how much to give.

They came up with a simple formula: 1% of every dollar invoiced, deposited the first week of each month based on the previous month’s revenue. The formula doesn’t consider collections, net income, or profit after expenses. Just invoice revenue.

“There’s direct accountability and no creative accounting or math involved,” Rachel emphasizes. “There’s no ‘it depends.’ Or I have to wait until I run the calculations.”

Anyone can look at the monthly invoice total, calculate 1%, and know exactly what to deposit. No waiting to close books or opportunity for excuses when margins feel tight.

They chose revenue over a fixed dollar amount for a specific reason. “We tied it to revenue because we believe in growth,” Marcus explains. As the firm grows, so does the giving. The charitable impact scales automatically with business success.

“We started with 1% because it’s easy,” Marcus admitted. They can always give more during strong periods, but the baseline stays constant and predictable.

When they created the fund in mid-2025, they made an initial deposit to “true up” all the invoices from earlier in the year. By 2026, they had a solid foundation ready to deploy.

Making Water Flow: The Team Experience

The Dillons wanted their team to experience generosity firsthand.

For their signature initiative, they selected Living Water International, an organization that drills water wells across Latin America and Africa. Both Marcus and Rachel have participated in Living Water trips. They know people on the board and have seen how it operates.

“We know it is a well-run organization,” Marcus explains. “If we were going to choose any one large charity to use this first season of the DBA Impact Fund, we wanted to go with a safe bet.”

The project spans two years. In 2026, The Impact Fund will purchase a well location in Latin America. In 2027, around 20 people, including team members, spouses, clients, and Collective member firms, will travel to install the well.

The Impact Fund covers all costs, removing financial barriers. “The purchase of the well is not voluntary,” Rachel explains. “That’s happening for the whole team. Going on the trip will be voluntary.”

Marcus calls Living Water trips “entry-level” mission experiences. They have structured itineraries with backup plans, safe accommodations, good food, and often a fun activity on the final day. Her first trip included ziplining on the way to the airport.

Birthday Wishes That Matter

While the well project creates a collective experience, the DBA Impact Birthday Gifts program gives individual team members a voice in the firm’s giving.

On each employee’s birthday, they direct the Impact Fund to donate $1,000 to any approved charity of their choice. The program costs employees nothing and adds to their existing birthday recognition.

“It’s significant enough that it does make an impact,” Marcus explains. “If we were only to do $100, they may not feel that it was as much of an impact.”

The program also helps with recruiting. When future team members ask how the firm celebrates birthdays, the answer now includes something more meaningful than cake in the breakroom.

Your Turn to Measure What Matters

The DBA Impact Fund is unusual in that it approaches charitable giving with the same discipline that firm owners bring to client work.

The framework has three parts:

  1. A donor-advised fund that creates real accountability
  2. A simple 1% revenue calculation that eliminates debate
  3. Team involvement through collective projects and individual choice

“As accountants, dollars are an easy way to measure things,” Marcus observes. “And if you want to put dollars to what you care about, this is one small way to do it.”

The Dillons are transparent about their experiment. “We’re entering into the second calendar year of the funds being there, so it’s still an early experiment,” Marcus acknowledges. “If it fails, we won’t hold back from speaking to the failures.”

For other firm owners considering something similar, you don’t need a perfect plan. You need a mechanism that creates accountability and a calculation simple enough to execute consistently.

What would 1% of your firm’s revenue look like directed toward charitable purposes? How might involving your team—not just as contributors, but as participants—change your firm’s relationship with generosity?

For the full conversation, including more of Marcus’s mission trip stories and the team’s approach to capturing impact, listen to the complete episode.

Rachel and Marcus Dillon, CPA, own a Texas-based, remote client accounting and advisory services firm, Dillon Business Advisors, with a team of 15 professionals. Their latest organization, Collective by DBA, supports and guides accounting firm owners and leaders with firm resources, education, and operational strategy through community, groups, and one-on-one advisory.

Beyond the Policy Binder: Building Workplaces Where Women Actually Feel Safe

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“I ended up leaving that company by choice because I did not feel comfortable with him still there,” audience member Kimberly shared, her voice steady but carrying the weight of a difficult decision. “I didn’t want to go to court. But if I prevented this from happening to anyone else, that was enough for me to speak up so I could prevent some other young woman from ever going through that again.”

This powerful moment came during Part Two of a special She Counts podcast episode, recorded live on the main stage at the Accounting & Financial Women’s Alliance (AFWA) Women Who Count conference. Hosts Nancy McClelland and Questian Telka called it their best episode yet, bringing together employment attorney Kami Hoskins and HR expert Julie Thiel for an unfiltered two-hour CPE session about sexual harassment in accounting.

“Seeing all those faces in the audience and hearing from women who’ve been directly impacted by sexual harassment, it was everything I hoped it would be,” Nancy reflected. The discussion tackled the issue from multiple angles, including employees facing uncomfortable situations, employers trying to build better cultures, and small business owners managing client relationships.

The Real Goal is to Stop the Behavior, Not Destroy Careers

One revelation from the session was understanding what actually happens when somebody reports harassment. Many women fear reporting because they don’t want to destroy someone’s career or face retaliation.

“The goal of a good investigation is for the behavior to stop,” Kami explained. “It’s not to put the person in the public square and flog them. It’s not to cause them physical harm or to embarrass or shame them. It’s to stop the behavior.”

Sometimes extreme behavior requires termination. But often, intervention works, behavior stops, and everyone moves forward. This reframing matters because reporting helps create a workplace where everyone can do their jobs.

Harassment from clients and vendors matters just as much as harassment from coworkers. Julie emphasized that protection extends beyond your own company walls. “You are protected both within your company and in how you’re interacting with others as well,” she said. The investigation process and standards don’t change because the harasser works elsewhere.

When Nancy asked how many audience members were managers or supervisors, about 80% raised their hands. This matters because supervisors are legally obligated to report harassment they witness or hear about, even if the affected employee hasn’t complained.

“The supervisor can get the message to the Human Resources department,” Kami noted. “It doesn’t have to be the employees themselves. It’s on all of us to make sure that information gets to this function.”

Simple Words That Stop Bad Behavior

The experts shared surprisingly simple strategies for interrupting inappropriate behavior before it escalates. You don’t need a confrontational script or perfect comeback.

“It’s always easier to interrupt bad behaviors when they’re sort of lower level,” Kami explained. When someone makes a weird comment or inappropriate joke, small responses like “What?,” “That was weird,” “Awkward,” or even a pointed look can work.

Julie’s favorite intervention might be the most powerful: “What did you mean by that?”

“Often, people aren’t really thinking deeply about what they’re saying,” Julie explained. “That question gives them a pause to reflect again.”

Nancy shared a story that showed exactly why these tools matter. At an accounting conference earlier in the year, a woman made an extremely inappropriate sexual comment to a man in front of a group. The comment was so explicit Nancy wouldn’t repeat it on air.

“We were all just stunned,” Nancy recalled. “If a man had said that to a woman, there is just no way they would have gotten away with it. But we were just all so stunned because it was a woman saying it to a man. None of us knew what to say.”

Looking back, “What did you mean by that?” would have been perfect. Instead, Nancy managed only “Awkward,” which, the experts agreed, also works.

Julie noted that conferences pose particular risks. “When people are relaxed and in informal settings, those are often the situations where they make bad decisions.” Her advice is to stay self-aware. Check in with yourself about how you feel and whether anyone seems uncomfortable.

Culture Beats Policy Every Time

The most powerful moment came when another audience member, Katie, shared her experience at a nonprofit healthcare company. Despite being almost all women with male leadership, everyone felt comfortable because of one consistent practice.

“They called it the tone from the top,” Katie explained. “Every single meeting started with a tone at the top, coming from the board members and from the executive leadership.”

Even during days with 13 budget meetings, each one began with acknowledging company values and recognizing someone who exemplified them. This wasn’t performative; it was how the organization operated.

Kami shared why this works. “I don’t think leaders understand how often employees need to hear the message. It’s not something that you can hear once a year or twice a year. Employees need repetition.”

The discussion revealed a critical gap in leadership training in most organizations. “Most leaders get put into leadership positions without any training,” Julie observed. “It’s like, ‘Good luck in the deep end of the pool!’”

Nancy illustrated this with a story from her husband’s job at Microsoft. A colleague discovered he’d been promoted to manager when someone said, “I guess I report to you now.” An email had announced it to his new team, but nobody had told him first.

“You’re taking somebody who’s an introverted software developer who’s very good at technical work, and now he is managing people,” Nancy said. These preparation gaps contribute to cultures where harassment can flourish.

Real Questions, Real Challenges

The audience Q&A highlighted the complex realities women face. An anonymous question asked about an executive who had asked if her “boobs were fake.” She never reported him because of his position.

“Any comments about anyone’s body for any reason are not cool,” Julie responded firmly. Kami added that while a judge or jury determines if something legally constitutes harassment, it’s clearly “problematic behavior that should not have happened.”

For those fearing powerful harassers, Kami noted many employers have anonymous ethics helplines. “Having been on the inside of a legal department, I can tell you a lot of work goes into maintaining anonymity.”

Michelle, a volunteer firefighter, raised another challenge: inadequate investigations in volunteer organizations. She described a situation where someone was falsely accused, and the accused faced immediate threats of expulsion before any investigation.

“That’s why that investigation is so critical,” Kami responded. “We want to do good fact-gathering before we make decisions about what to do next.”

Kimberly asked about the “he said, she said” problem, when harassment happens privately with no witnesses or proof. “How do you prove that?” she asked, describing her own experience reporting someone in power.

“If there’s no reason for me not to believe you, I would still address it,” Julie reassured her. She explained that HR’s job is to remain neutral and hold everyone accountable. Even without proof, strategies exist to ensure behavior doesn’t continue, such as never being alone with that person again, check-ins, and accountability measures.

“If there’s no proof, it’s hard to win in court,” Kami acknowledged. “But that doesn’t mean there aren’t a whole other universe of resolutions available to ensure the behavior stops.”

Resources for Every Organization Size

When Nancy asked about resources for small firms that don’t have an HR department, Julie recommended fractional and outsourced support. Just as firms use fractional CFOs, they can access fractional HR and legal expertise. “Building that relationship can be important,” Julie advised. “This isn’t the kind of stuff you want to guess about.”

For those needing to escalate beyond their employer, resources include:

  • The Equal Employment Opportunity Commission (EEOC) at the federal level
  • State civil rights divisions
  • Anonymous ethics helplines within larger companies
  • Employment attorneys for serious cases

Kami emphasized starting with your employer when possible, but “there’s always opportunities to go outside of the organization.”

Measuring What Matters

For an audience of accounting professionals, Kami offered data-driven accountability. “You can actually look at the data and see if your culture is working for you.”

Key metrics include:

  • Retention rates
  • Efficiency metrics
  • Promotion patterns across genders
  • Pay equity (“same role, same experience, different comp?”)

“In addition to all the warm and fuzzy stuff,” Kami said, “there are really tactical, measurable metrics organizations can look at to make sure they’re keeping themselves honest.”

Your Voice Is Your Power

The session closed with Questian sharing a quote from Melinda Gates. “Women speaking up for themselves is the strongest force we have to change the world.”

Julie’s admission resonated throughout the room. “I was 50 learning how to find my voice, and I am still finding my voice at 55.” Finding your voice is an ongoing practice that gets stronger with use.

For women in accounting firms, corporations, or running their own practices, these insights offer a path forward. Not just policies on paper, but real cultural change that makes speaking up safe and normal.

Listen to both parts of this special She Counts episode to hear the full conversation, including more audience questions and expert guidance. Follow She Counts on LinkedIn to join the conversation about creating workplaces where women don’t have to choose between their safety and their careers.

Because as Kimberly’s story reminds us, no woman should have to leave a job she loves to escape harassment. It’s time to change the culture, not just the policy.

Knowing Every Harassment Policy Won’t Save You When It Actually Happens

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An HR expert with decades of experience found herself doing something she never expected: hiding from a retiree who kept asking for hugs. Despite her master’s degree in human resources and years of training others on harassment prevention, she went along with the unwanted contact until she caught herself actively avoiding him in the building.

“What is going on here?” Julie Thiel finally asked herself.

Julie shared this moment of clarity during a live recording of the She Counts podcast at the AFWA Women Who Count conference in Mesa, Arizona. Over 100 women in accounting filled the main stage room to tackle one of the profession’s most uncomfortable topics with Julie, hosts Questian Telka and Nancy McClelland, and employment attorney Kami Hoskins.

As the first of a two-part podcast series recorded live at the session shows, knowing every policy and law doesn’t protect you from freezing when harassment actually happens.

The Gap Between Knowledge and Action

Julie’s credentials should have been enough. She has a psychology degree, a Master’s in HR and years of experience conducting investigations and leading training sessions. She knew all the best practices.

None of it helped when the retiree walked past her office.

“Julie, can I get a hug?” seemed harmless at first so she said yes. He visited periodically, always stopping by with the same request. She kept agreeing.

Then she noticed her own troubling behavior.

“Anytime I saw him coming into the building, I would start going the other way,” Julie told the audience. “I found myself in a position where I felt uncomfortable hugging him. I didn’t want to hug him anymore.”

The woman who’d trained countless others was doing exactly what she’d tell them not to do: complying with unwanted contact, then avoiding the person instead of addressing it.

“I want you to know that we’re all in the same boat when it comes to this topic,” she said.

The session proved her point in real time. While Julie shared her story, Nancy had a sudden realization.

“It happened to me earlier today,” Nancy admitted. “Somebody said something really inappropriate related to the fact that we were going to be talking about this topic on the stage, and I laughed.”

She paused, processing the irony of laughing off harassment while preparing to discuss harassment prevention.

“I’m going to go back to that person and say, ‘hey, you know what? I shouldn’t have laughed there because that was a really good opportunity for me to teach you that it’s not okay to say things like that.’”

If experts freeze and laugh off inappropriate comments, what’s really happening? It stems from how deeply women are conditioned to keep everyone comfortable—often at their own expense.

Why We’re Conditioned to Comply

The disconnect between knowledge and action isn’t personal failure. It’s social programming that starts before anyone enters the workforce.

“We’re so conditioned to smile and laugh it off,” Questian observed. “To overlook things that bother us in order to de-escalate.”

Women learn early to smooth things over and prioritize others’ comfort. By the time we enter professional environments, these responses are automatic. They kick in before we register something is wrong.

Julie acknowledged that comfort levels vary. “I’m sure some people would think, ‘No big deal. I’m happy to hug him.’ But for me, I had to pay attention to that inner pause.”

That “inner pause” is the moment something feels off before our conditioning overrides it. Learning to recognize and trust that pause is where real work begins.

Kami reframed the challenge. “This stuff takes practice. It’s not a muscle we’re going to have overnight. The more you do it, the stronger your muscle gets and the easier it gets.”

She emphasized self-compassion. “We need to have a little grace and forgiveness for ourselves. If we sometimes laugh because we felt unsafe or needed to de-escalate a situation, that’s okay. Just keep practicing.”

The audience’s responses confirmed how much work remains. When asked how they’d feel about speaking up if they experienced or witnessed harassment, their word cloud was revealing. “Uncomfortable” dominated the screen, followed by scared, hesitant, and nervous.

But some responded with “confident” and “empowered,” proof that building this muscle is possible. Unexpectedly, “empathy” and “responsibility” also appeared, suggesting women felt duty to speak up for others even when speaking for themselves felt impossible.

Understanding the Spectrum of Harassment

Sexual harassment ranges from uncomfortable requests to explicit threats. Understanding this spectrum helps us recognize harassment even when it doesn’t match our mental image.

Kami emphasized the word “unwelcome.”

“Is the behavior unwelcome? If it’s unwelcome, it’s probably a problem,” she explained. “It doesn’t matter whether someone intended harm or whether others would be bothered. What matters is whether the behavior is unwelcome to you.”

The session’s two stories illustrated this spectrum perfectly.

Julie’s experience involved a retiree with no power over her employment. His hug requests started casually without explicit threats. No quid pro quo existed, yet the unwelcome behavior affected her enough that she avoided parts of her workplace.

A listener’s submitted story painted a darker picture. Her supervisor at a large accounting firm repeatedly asked her to lunch, then dinner, then begged her to spend time outside work. During layoff discussions, he made it explicit: “I have feelings for you. I want you to go out with me. I can help make sure you don’t get laid off.”

“That is a very different kind of sexual harassment than what Julie shared with us,” Nancy said, noting the contrast. I don’t know that I would have heard Julie’s story and thought, that’s sexual harassment.”

Both involved unwelcome behavior. Both deserved addressing. But they fall into different legal categories.

“The story you shared is an example of quid pro quo harassment, Latin meaning ‘something for something,’” Kami explained. “That’s when a person in a supervisory capacity conditions employment on being subjected to sexual harassment.”

This legal distinction matters for understanding options, but shouldn’t determine whether you speak up. Behavior can violate company policy without necessarily creating a legal claim.

“It doesn’t mean we should keep it to ourselves,” Kami emphasized. “We should still share that information and give our employer the opportunity to correct the behavior.”

What the Numbers Tell Us

The session’s polling data was sobering. While 37% of women nationally report experiencing sexual harassment according to McKinsey’s Women in the Workplace 2024, the accounting professionals in the room showed higher rates.

About 44% had personally experienced sexual harassment. Another 31% knew someone who had. Only about 20% had neither experienced it nor knew anyone who had.

“Ours was closer to 50%,” Nancy observed, noting the accounting profession appeared to exceed national averages.

Whether from self-selection or something specific about accounting, these numbers demand attention. They represent colleagues, partners, and sometimes ourselves.

Building Strength for Next Time

Traditional training rarely acknowledges that knowing the right answer and doing it in real time are different skills. Knowledge doesn’t equal action, our conditioning runs deep, and harassment exists on a spectrum where “unwelcome” is the standard that matters. Most importantly, boundary-setting is a muscle requiring practice, not perfection.

For women in accounting, these insights matter. We’re not failing because we don’t know policies. We’re struggling because we haven’t practiced the skills in real situations.

The goal isn’t perfection; it’s shrinking the gap between what we know and what we do. It’s making “uncomfortable” smaller on that word cloud while “confident” and “empowered” grow.

This conversation continues in part two, with practical reporting strategies, what actually happens when you go to HR, and navigating harassment as employees, employers, and business owners.

Listen to the full episode and return for part two. These women are building the roadmap we all need.

Resources for those experiencing harassment:

  • National Sexual Assault Hotline: 1-800-656-4673
  • National Domestic Violence Hotline: 1-800-799-7233
  • National Suicide and Crisis Lifeline: 988

From Stuck to Strategic: How Top CPA Firms Break Free from Endless Problem Loops

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Picture a CPA firm owner sitting across from the same colleague at the same conference, one year later, complaining about the exact same problems: the same staffing issues, same client complaints, and same technology frustrations. Marcus Dillon sees this scene too often, and it breaks his heart. “One of the most disappointing things to me,” he shares on the latest episode of Who’s Really the Boss?, “is whenever you have a conversation with somebody a year later and they’re in the same exact place they were when you previously talked to them.”

But in a packed ballroom at Hotel Vin in Grapevine, Texas, 105 accounting professionals gathered this October to make sure they’d never be that person stuck in an endless loop of unaddressed challenges. Over two and a half days in October 2025, firm owners, leaders, and carefully selected team members came together for Gather 2025, an event that offered CPE credits but delivered something far more valuable than continuing education.

About two-thirds of attendees were firm owners and leaders, while the remaining third were team members positioned to create ripple effects back in their firms. “You want to bring a team member who can learn and take part in table discussions, but then also take what they’ve heard and learned back to others on your team,” Marcus explained.

From Growth to Excellence: A New Chapter in Leadership

After a year focused on “the goal is growth, not comfort,” Marcus introduced a new rally cry for 2026 that signals a shift in how successful firms approach leadership: “Lead Change, Create Impact.” This evolution is more than a tagline change; it marks a maturity in thinking about what drives firm success.

“We’ve had a very large growth year,” Marcus reflects. “We added a couple of director level positions, did a couple of acquisitions, and continue to grow Collective by DBA very intentionally. So now we’re going into a season of refinement and then excellence.”

This natural progression, from growth to refinement and excellence, mirrors a cycle that successful firms navigate intentionally. But growth isn’t just about numbers. As Rachel emphasizes, when they adopted their previous rally cry, “We’re really thinking about growth personally and professionally, of what does it look like to delegate to someone else? What does it look like to upskill and learn that next new thing, or say yes to something we don’t feel we have the skill set for?”

Rachel shares a particularly striking insight she heard recently from author Ruth Chou Simons, “You don’t have to be blooming to be growing.” Sometimes the most critical development happens underground, in the roots and foundation of a firm’s culture. These invisible victories, such as saying no to wrong opportunities, developing team members’ skills, or refining internal processes, often matter more than year-end revenue numbers.

The data from Gather 2025 validates this approach. While participating firms showed revenue increases, the standout statistic was a 10% decrease in owner production hours. For an industry where firm owners routinely work 2,000+ hours annually in production, this reduction shows genuine progress. As Marcus points out, this matters enormously for succession planning. “If there was a firm owner working over 2000 hours per year, as a buyer, you probably have to hire two people to replace that outgoing owner.”

The Four P’s Framework: Your Roadmap Through Change

Change doesn’t fail because people resist it, but because leaders haven’t provided the clarity teams need to embrace it. The Four P’s Framework, which Marcus discovered through his C12 leadership group, transforms vague announcements into actionable roadmaps.

“We used to talk about change and how we communicate change to the team,” Marcus recalls. The standard three questions (What’s changing? What’s staying the same? How does this impact me?) weren’t enough. The Four P’s provide a complete structure:

  • Purpose answers “Why are we changing?” But “the lens that you answer that question through should be your mission, vision and values,” Marcus emphasizes. “You’re not changing your mission vision values based on a change. You’re seeing the change through the lens of those mission vision values.”
  • Picture addresses “What does success look like?” Marcus admits this is his personal weakness. “You have to paint a great picture of what it looks like on the other side of this change and what it looks like going through this change.” Teams need to visualize both the journey and the destination.
  • Plan tackles “How do we get there?” This includes specific milestones. “You’ll know when you’re 20%, 50%, or 80% there and you can celebrate and then maybe push or sprint to that next threshold,” Marcus explains.
  • Part clarifies “What is my role?” This component “helps foster ownership, provide clarity” by making it crystal clear how each person contributes.

The framework came to life during DBA’s recent acquisitions. Purpose aligned with their mission of “impacting others and creating a great place to work.” Picture showed “a fully integrated team under one brand, serving very similar clients in very similar ways.” Plan mapped out specific 30-day and 90-day milestones. And each team member received a clearly defined part. Some continued with existing clients, others mentor new colleagues, and  others take ownership of new relationships.

Rachel’s reflection provides crucial context. “We have not always done it this way. We communicated the change, but rarely thought through all four parts.” The difference is dramatic. “You as the leader will not be in it on your own, trying to drag people along,” she notes. “You will have people who step into their role and know what it looks like to be successful.”

Solving Problems Together: The Power of Collective Intelligence

While firm owners tackled KPIs and succession planning in one room, team members gathered in another for a revolutionary session called “Borrow a Brain, Share a Solution.” With over 24 anonymously-submitted real firm challenges, participants tackled everything from lead generation to remote team connectivity to AI adoption.

“Even staff members had great ideas for lead generation,” Rachel observes. “It’s not always up to the leader to solve every challenge in the firm.”

The structured approach went beyond brainstorming. Teams identified questions needing answers, developed solutions, assigned implementation responsibilities, and specified necessary tools. They documented all frameworks and made them available through the Collective Community Resource Center, creating a permanent library of tested solutions for the 300+ team members now on the platform.

Angel Sabino, Jr., Dillon Business Advisor’s Director of Technology, demonstrated exactly how firms could build their own AI agents using Microsoft Copilot. “He built this AI agent for internal DBA team members to ask questions,” Marcus explains. “What’s our PTO policy look like? What firm holidays exist? What do I need to do to get this approved?” The agent pulls answers from the firm’s knowledge base, providing instant, accurate responses.

“He can also break it down into simple enough terms and pictures,” Rachel notes. This wasn’t about showcasing technology for its own sake, but solving the real challenge of making standard operating procedures accessible and useful.

The case study sessions added another dimension. Firm owners could submit data anonymously and pose specific questions to peers. Marcus calculated the value. “I did quick math. It was about $20,000 per hour in that room.” But the true value transcended hourly rates. It was about getting honest feedback from people who “truly care about you without having a vested interest.”

Putting It All Into Practice

The event’s structure reinforced its practical focus. After sessions on everything from KPIs to AI implementation, the final afternoon wasn’t filled with more presentations. Instead, teams and firm friends gathered to process what they’d learned and create action plans. “What did you hear? What are you going to work on?” became the guiding questions as DBA and Collective team members wove through conversations offering support.

The result? As one attendee shared with Rachel, “This is the first time I’m leaving feeling confident about what I’m going to do and not feeling overwhelmed and defeated that I’m not doing enough.”

Even the venue contributed to the experience. The Hotel Vin’s European-style food hall offered variety without leaving the building, while The Baked Bear ice cream truck (featuring customizable cookie ice cream sandwiches) provided a sweet networking opportunity in perfect October Texas weather.

Your Next Step Forward

For Collective by DBA members ready to continue this journey, Recharge 2026 awaits in Mexico (April 22-25) at an all-inclusive, adults-only Marriott resort. “We’re going international,” Rachel announces, promising two days of CPE, karaoke, collaborative dinners, and the option to extend your stay. Given that the group will occupy over 50% of the boutique hotel, spaces are limited.

But you don’t need to wait for an event to start implementing these insights. The frameworks, tools, and collaborative approaches shared at Gather 2025 offer immediate value for any firm ready to move beyond the cycle of unsolved problems.

Listen to Rachel and Marcus Dillon’s full conversation to discover how two leaders who’ve “been in this game since 2011” learned to stop dragging people through change and started leading them toward impact.

As Marcus reminds us, when you look back at your biggest wins, you won’t remember the change itself. You’ll remember the people who journeyed alongside you. The question is, will you be remembered as someone who helped others navigate change, or as someone who kept showing up with the same unsolved problems? The choice (and the tools to succeed) are yours.

Rachel and Marcus Dillon, CPA, own a Texas-based, remote client accounting and advisory services firm, Dillon Business Advisors, with a team of 15 professionals. Their latest organization, Collective by DBA, supports and guides accounting firm owners and leaders with firm resources, education, and operational strategy through community, groups, and one-on-one advisory.