Career Spotlight

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

Episode Summary

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 departmentScaled from 3 to 42 employeesServices range from bookkeeping to CFO functionsUS-based team providing comprehensive financial servicesController acts as project manager overseeing operationsCFO provides strategic financial analysis and guidanceBookkeepers handle day-to-day transactionsWorks within clients' existing systemsProvides daily balance reports and systematic financial managementIdeal for businesses generating $1M to $35M annually60-75 day onboarding process with immediate service initiationSubscribe 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.

Episode Notes

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:

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.