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Cash Flow Forecasting

Merushka Chetty

Rachel Phillips – Lawyer Turns CEO: Building a 52-Person Accounting Firm

In this episode, James Kennedy sits down with Rachel Phillips of Fully Accountable – a trained M&A attorney who now helps lead a 52-person outsourced accounting and CFO services firm. Rachel shares how a background in competitive Irish dancing shaped her endurance and consistency as an operator, why she chose entrepreneurship over a traditional law career, and how Fully Accountable evolved into a metrics-driven, values-led team built for modern businesses. They also dig into 13-week cash-flow forecasting, budget discipline (without rigidity), purchase orders as a control mechanism, and what founders should know when preparing to sell a business.

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Merushka Chetty

Phil Trowler – The $1M Surprise Invoice Crisis

In this episode, James Kennedy sits down with Phil Trowler, financial strategist and early finance leader at Olipop, to unpack the realities of scaling a high-growth CPG brand and why storytelling, cash-flow foresight, and purchase-order discipline can make or break a business. From Phil’s unconventional journey through EY, government finance, and Silicon Valley startups, to hard-earned lessons from hypergrowth, inventory risk, and sales forecasting, this episode is a masterclass in strategic finance for founders navigating rapid expansion.

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