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  • From Law to Tech Leadership: How Rachel Phillips Scaled a Multi-Million Dollar Consulting Platform
    2025/01/11

    In this premiere episode of Career Spotlight, meet Rachel Phillips, CEO of Fully Accountable, who shares her remarkable journey from law school graduate to tech company leader. Starting as a summer associate during law school, Rachel helped incorporate Fully Accountable in 2014 while taking her bar exam. Under her leadership, the company grew from 3 to 42 employees, providing comprehensive outsourced accounting and CFO services to businesses across the USA and Canada.

    Key Discussion Points:

    • Founded in 2014 as an outsourced accounting department
    • Scaled from 3 to 42 employees
    • Services range from bookkeeping to CFO functions
    • US-based team providing comprehensive financial services
    • Controller acts as project manager overseeing operations
    • CFO provides strategic financial analysis and guidance
    • Bookkeepers handle day-to-day transactions
    • Works within clients' existing systems
    • Provides daily balance reports and systematic financial management
    • Ideal for businesses generating $1M to $35M annually
    • 60-75 day onboarding process with immediate service initiation

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    Creators & Guests

    • Rachel Phillips - Guest
    • Michael Bernzweig - Host
    Click here to view the episode transcript.
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    31 分