190 Transitioning from CEO to Chairman of the Board at my Accounting Practice

Episode 190
FACULTY: Ed Mendlowitz
CLASS: #Shoperations
TITLE: From CEO to Chairman of the Board
In this episode, we flip the script and Ed Mendlowitz interviews Scotty "OKR,". Explore Scotty's journey, from initial inspirations to firm growth, unveiling key strategies for client connections, niche development, and innovative billing approaches. Gain valuable insights into client engagement, consultancy services, and OKR’s.

Reminiscing

Scott's Firm

What got Teddy into all of this?

How is Scott Organized?  

Keeping in touch with clients

Growth of the Firm and the Podcast

Passing Along Knowledge

Developing a Niche from a General Practice 

Being a Xero Homer

Engage

What's in the future?

Consult 

What to Do with Time Sheets instead of Billing

Ron Baker's OKR's

Key Takeaways



---

Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message