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

Accounting High

Jan 14, 2024•56 min•Ep. 190

--:--

Listen in podcast apps:

Listen to this episode in Metacast mobile app

Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

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

For the best experience, listen in Metacast app for iOS or Android

Open in Metacast