Nayo Carter-Gray

Member Since: Oct 21st 2020

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Bio

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.

Nayo Carter-Gray

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

Getting Clients to Buy-In

Evaluating Tech Tools to Drive Firm Efficiency

Moving From Free to Paid Advisory Services

COVID-19 Pricing Strategy for Your Tax Practice

Building a Resource Library for Your Firm

Building Efficient Workflows in Your Firm

Considering Profitable Opportunities for Your Firm

Don't Forget Your Existing Clients

5 Ways to Duplicate Worksheets in Excel

How to Convert Text-Based Numbers to Values

What To Do When Worksheet Tabs Go Missing

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