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

Accounting High

Jan 01, 2025•50 min•Ep. 241

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Episode description

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

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