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

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

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