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

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Manage episode 460544725 series 3636984
Content provided by Software Oasis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Software Oasis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

Click here to view the episode transcript.
-> Career Stalled?

  • Earning $40K-$90K+ in tech is possible. Explore 10 in-demand career paths with 1M+ job openings.
  • Fast-track tech career courses – no experience or degree required!

Start Free Course

https://softwareoasis.com/start-free-course

-> Subscribe to our Fan Newsletter and Get ahead in your B2B tech career.

Weekly data, trends, analysis, interviews, and insights to your inbox every Tuesday. Unsubscribe at any time.

https://softwareoasis.com/newsletter

-> Join our Patreon

https://softwareoasis.com/patreon

What can you expect from our Patreon?

By becoming a patron, you're investing in your own success and unlocking a range of exclusive benefits, including:

  • Exclusive Content: Bonus episodes, extended interviews, behind-the-scenes content, and early access to recordings.
  • Direct Influence: Suggest topics, ask questions for guests, and participate in polls to shape the future of the podcasts.
  • Personalized Advice: Patrons get access to group Q&A sessions with me, Michael Bernzweig.
  • Community Access: Join a private channel to connect with other listeners.
  • Software Oasis Free Course Access: Get access to one free course from Software Oasis's trending tech and career courses, valued at $249 to $399.
  • Weekly Fan Newsletter: Packed with exclusive insights, updates, and curated resources.

  continue reading

17 episodes

Artwork
iconShare
 
Manage episode 460544725 series 3636984
Content provided by Software Oasis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Software Oasis or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

Click here to view the episode transcript.
-> Career Stalled?

  • Earning $40K-$90K+ in tech is possible. Explore 10 in-demand career paths with 1M+ job openings.
  • Fast-track tech career courses – no experience or degree required!

Start Free Course

https://softwareoasis.com/start-free-course

-> Subscribe to our Fan Newsletter and Get ahead in your B2B tech career.

Weekly data, trends, analysis, interviews, and insights to your inbox every Tuesday. Unsubscribe at any time.

https://softwareoasis.com/newsletter

-> Join our Patreon

https://softwareoasis.com/patreon

What can you expect from our Patreon?

By becoming a patron, you're investing in your own success and unlocking a range of exclusive benefits, including:

  • Exclusive Content: Bonus episodes, extended interviews, behind-the-scenes content, and early access to recordings.
  • Direct Influence: Suggest topics, ask questions for guests, and participate in polls to shape the future of the podcasts.
  • Personalized Advice: Patrons get access to group Q&A sessions with me, Michael Bernzweig.
  • Community Access: Join a private channel to connect with other listeners.
  • Software Oasis Free Course Access: Get access to one free course from Software Oasis's trending tech and career courses, valued at $249 to $399.
  • Weekly Fan Newsletter: Packed with exclusive insights, updates, and curated resources.

  continue reading

17 episodes

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