241 Scaling Advisory Services and the Evolution of CAS (feat. Nikole Mackenzie)

https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/25/c6/15/25c615fe-f797-b7ca-5abb-e53c59d6f953/mza_10541302926202399558.jpg/600x600bb.jpg

Accounting High

316 episodes

6 days ago

Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.

Entrepreneurship

Business

RSS

All content for Accounting High is the property of Accounting High and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Entrepreneurship

Business

https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/15804126/15804126-1723491912914-4f3fd3b2bd08d.jpg

241 Scaling Advisory Services and the Evolution of CAS (feat. Nikole Mackenzie)

Accounting High

49 minutes 31 seconds

10 months ago

241 Scaling Advisory Services and the Evolution of CAS (feat. Nikole Mackenzie)

Episode 241

FACULTY: Nikole Mackenzie aka Niks, aka Nikki, aka Coach Mack

CLASS: #Shoperations

In this episode we have Coach Mack back on aka Nikole Mackenzie as she dives deep into her journey in the evolving world of Client Advisory Services (CAS). Nikole shares her experience from starting in a traditional accounting setting to establishing her firm, Momentum Accounting. We explore the transformation of CAS, and Nikole’s Profit Points system aimed at optimizing business performance. It’s time for another episode of Shoperations at Accounting High!

📣 Shout Outs: Millie, Ramona, Ron Baker, Ronnie Lott, Xero, Reach Reporting, Paycheck, Quickbooks Online, Peachtree, KPMG, Modesto, Bill.com, Gusto, EO, Vistage, Provisors, LiveFlow, GoProposal, Keeper, Teamwork, Profit First

⬇️ Videos Referenced ⬇️

Episode 11 - Beyond Building Momentum (feat. Nikole Mackenzie, CPA)

(https://open.spotify.com/episode/1atA37jRDHV5gsYbGIKFFR?si=b73cc38b9dc34325)

Varsity Tips

(https://www.youtube.com/playlist?list=PL7PjVlOCWZ7GkpQTLdWjKImTi2UXJ8yab)

Cash Flow Show

(https://www.youtube.com/playlist?list=PL7PjVlOCWZ7Gj5oERq9PBWTYgnY_V3UEj)

Chapters:

00:00 Teaser

01:25 Nikole's Journey with Accounting High

02:09 The Birth of Momentum

06:50 Transition to Client Accounting Services (CAS)

10:31 Early Challenges

14:40 Networking and Building the Business

19:06 Remote Work and Team Management

23:52 Understanding CAS: Evolution and Impact

28:40 The Role of Fractional CFOs

31:46 Implementing Reach Reporting

37:22 Training the Team and Clients

45:11 Future Plans and Final Thoughts

🔗 Connect With Us On LinkedIn! 🔗

Nikole Mackenzie

📎 https://www.linkedin.com/in/nikolemackenzie/

Momentum Accounting

📎 https://momentumaccounting.com/

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 https://www.accountinghigh.com/

Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, CAS, CAAS, Client Advisory Services, Advisory, CFO, Controller, Client Accounting Services, Client Accounting advisory Services, Scaling