# Nikole Mackenzie
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208 $6M Tax Firm, Building a CAS Practice, Implementing EOS, with NO Timesheets! (feat. Jason Ackerman, CPA)
Episode 208
the Sons of CPAs are back baby!!!
FACULTY: Jason Ackerman, CPA
CLASS: #Shoperations
In this episode, Scotty brings back his Sons of CPAs founding co-host, the Accounting High Lunch Lady, and CPA at BNA CPAs & Advisors, Jason Ackerman. They discuss the state of Jason’s firm and w ...
E017 - Getting Your Business Ready to Sell
Nikole Mackenzie and Scotty 'OKR' Scarano dive deep into what every business owner needs to know about preparing to sell their business. They cover the foundational steps to not only making your business more attractive to prospective buyers but also ensuring you maximize its value. From the imp ...
E018 - Pricing Strategies for Professional Service Businesses
In this episode, Nikole Mackenzie and Scotty 'OKR' Scarano dive into pricing strategies for service-based businesses. They explore the pros and cons of various pricing models, from time-based and fixed fee pricing to subscription and value-based pricing. Through engaging anecdotes and real-life ...
E019: Creating a Walkaway Price: Understanding the Basics of Pricing (Part 2)
Join hosts Nikole Mackenzie and Scotty 'OKR' Scarano on episode 19 of the Cash Flow Show as they dive deep into the intricacies of pricing strategies. This episode focuses on setting a 'walkaway price' to ensure your business remains profitable. Learn how to determine your lowest acceptable rate ...
E021 - What to do when you're RUNNING OUT OF CASH!?!?
Join hosts Nikole Mackenzie and Scotty 'OKR' Scarano on the Cash Flow Show as they dive into crucial strategies for managing cash flow crises. Explore short-term and long-term options and discover actionable insights to help turn your business around and ensure long-term financial stability.
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221 $4M Niched Firm Built on Clear Communication (feat. Zane Stevens, CA)
Episode 221
FACULTY: Zane Stevens, CA
CLASS: #Shoperations
In this episode of Accounting High, Scotty is in shop class with Zane Stevens, founder of Protea Financials. Zane takes us through his journey from South Africa to California, where he set up a thriving accounting firm specializing in ...
Best Metrics for Financial Advisors
Nikole Mackenzie, founder of Momentum Accounting, shares hard-won insights from building a successful advisory practice that transforms struggling businesses into thriving enterprises. Through real client examples, she breaks down how to move beyond traditional accounting packages to deliver mea ...
Scaling Advisory Service through Content ft. Nikole Mackenzie
How can fractional finance leadership transform small businesses, and why is the role of a fractional CFO so vital? In this episode of The New F* Word podcast, I speak with Nikole Mackenzie founder of Momentum Accounting, as we explore how outsourced financial services are reshaping the way smal ...
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 ...
242 Dismantling Pyramid Schemes with Selfish Motivations (feat. Chase Birky, CPA, Tim Petrey, CPA, Kenji Kuramoto)
Episode 242
FACULTY: Chase Birky, CPA, Tim Petrey, CPA, and Kenji Kuramoto
CLASS: #AccountingHigh
Join Scotty and the DPS (Destroying Pyramid Schemes) panel of influential accounting leaders—Kenji Kuramoto (Acuity Accounting), Chase Berkey (Dark Horse CPAs), and Tim Petri (HD Growth Partners) ...
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