Accounting High

190 Transitioning from CEO to Chairman of the Board (feat. Ed Mendlowitz, CPA)

Listen Later

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

    • ...more
    View all episodesView all episodes
    Download on the App Store
    Accounting HighBy Accounting High
    • 4.8
    • 4.8
    • 4.8
    • 4.8
    • 4.8

    4.8

    48 ratings

    More shows like Accounting High

    View all
    Business Strategy for CPA's by Geraldine Carter

    Business Strategy for CPA's

    45 Listeners

    Future Firm Accounting Podcast by Ryan Lazanis

    Future Firm Accounting Podcast

    26 Listeners

    The Ambitious Bookkeeper Podcast by Serena Shoup, CPA

    The Ambitious Bookkeeper Podcast

    61 Listeners

    Drink While You Think🍺 by Kenji Kuramoto & Matthew May

    Drink While You Think🍺

    8 Listeners

    The Mel Robbins Podcast by Mel Robbins

    The Mel Robbins Podcast

    20,417 Listeners

    Jason On Firms Podcast by Jason Staats

    Jason On Firms Podcast

    58 Listeners

    Devil in the Desert by ABC News

    Devil in the Desert

    1,882 Listeners