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190 Transitioning from CEO to Chairman of the Board at my Accounting Practice
Manage episode 395275733 series 3280285
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
272 episoade
Manage episode 395275733 series 3280285
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
272 episoade
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