CFO Chronicles: The Secrets Behind Success

She Left a 15-Year Career and Hit Capacity in Year One | Katie Helle

April 9, 2026·28 min
Episode Description from the Publisher

You're grinding through tax season wondering when it gets easier. What if the answer isn't working more, it's being more intentional about what you build and who you build it with? Katie Helle walked away from a 15-year career at a traditional firm, launched Scaled Accounting, and hit capacity faster than she ever planned. Her growth engine? Referral partnerships with financial advisors, real relationships built at conferences, and online communities where firm owners actually send each othe...

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