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

  • 2025/01/11
  • 再生時間: 31 分
  • ポッドキャスト

From Law to Tech Leadership: How Rachel Phillips Scaled a Multi-Million Dollar Consulting Platform

  • サマリー

  • 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

    Subscribe now for weekly insights on career transitions, tech leadership, and professional growth.
    Visit softwareoasis.com/subscribe for our bi-weekly career resources newsletter.

    Creators & Guests

    • Rachel Phillips - Guest
    • Michael Bernzweig - Host
    Click here to view the episode transcript.
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あらすじ・解説

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

Subscribe now for weekly insights on career transitions, tech leadership, and professional growth.
Visit softwareoasis.com/subscribe for our bi-weekly career resources newsletter.

Creators & Guests

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