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)
(<a href="https://open.spotify.com/episode/1atA37jRDHV5gsYbGIKFFR?si=b73cc38b9dc34325" rel="ugc noopener noreferrer" target="_blank">https://open.spotify.com/episode/1atA37jRDHV5gsYbGIKFFR?si=b73cc38b9dc34325</a>)
Varsity Tips
(<a href="https://www.youtube.com/playlist?list=PL7PjVlOCWZ7GkpQTLdWjKImTi2UXJ8yab" rel="ugc noopener noreferrer" target="_blank">https://www.youtube.com/playlist?list=PL7PjVlOCWZ7GkpQTLdWjKImTi2UXJ8yab</a>)
Cash Flow Show
(<a href="https://www.youtube.com/playlist?list=PL7PjVlOCWZ7Gj5oERq9PBWTYgnY_V3UEj" rel="ugc noopener noreferrer" target="_blank">https://www.youtube.com/playlist?list=PL7PjVlOCWZ7Gj5oERq9PBWTYgnY_V3UEj</a>)
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
📎<a href="https://www.linkedin.com/in/nikolemackenzie/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/in/nikolemackenzie/</a>
Momentum Accounting
📎<a href="https://momentumaccounting.com/" rel="ugc noopener noreferrer" target="_blank"> https://momentumaccounting.com/</a>
Scotty OKR Scarano
📎<a href="https://www.linkedin.com/in/scottscarano/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/in/scottscarano/</a>
Accounting High
📎<a href="https://www.linkedin.com/company/accounting-high/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/company/accounting-high/</a>
📎<a href="https://www.accountinghigh.com/" rel="ugc noopener noreferrer" target="_blank"> https://www.accountinghigh.com/</a>
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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241 Scaling Advisory Services and the Evolution of CAS (feat. Nikole Mackenzie)

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