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.