Nayo Carter-Gray

Member Since: Oct 21st 2020
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Nayo Carter-Gray, EA, is owner and founder of 1st Step Accounting LLC, where her goal is “making accounting a little less taxing” for small business owners. She is a QuickBooks Online Advanced Certified ProAdvisor and member of the Intuit Trainer/Writer Network.
EA, Owner 1st Step Accounting LLC
Feb 3rd 2021
Getting Clients to Buy-In
Clients aren't always on board with changes or buy-in on automation , even if they involve moving away from manual processing to more...
Clients
Jan 20th 2021
Evaluating Tech Tools to Drive Firm Efficiency
I understand that there are firms out there that haven’t yet embraced apps or the cloud quite like I already have. So, I want to share with...
Practice Excellence
Jan 8th 2021
Moving From Free to Paid Advisory Services
During the pandemic, many accountants went above and beyond ensuring their clients received the best possible service to get them through...
Practice Excellence
Dec 17th 2020
COVID-19 Pricing Strategy for Your Tax Practice
Here are some strategies I put into place to help maintain the bottom line and still managed to afford to assist those clients whom COVID...
Clients
Dec 3rd 2020
Building a Resource Library for Your Firm
Most accounting businesses had to close their physical offices when the pandemic first hit, causing a fair bit of turmoil. Jumping to a...
Practice Excellence
Nov 20th 2020
Building Efficient Workflows in Your Firm
Whether you manage a solo-practice or a large firm, building workflows is the key to ensuring that profits are maximized and resources aren...
Practice Excellence
Nov 4th 2020
Considering Profitable Opportunities for Your Firm
Looking for “new services” instead of looking for new clients has been an avenue I’ve used in my firm to increase revenues year over year...
Clients
Oct 23rd 2020
Don't Forget Your Existing Clients
Some clients may have even been with you so long you forget they aren’t a member of your real family. But just because they have been with...
Clients