In this episode of the Growing Your Firm Podcast, host David Cristello welcomes back Katie Lilly of Lillyfield Accounting Solutions. Katie discusses the transformative changes her firm has undergone since her last appearance on the show, pre-COVID.

She shares insights on her firm's transition from serving primarily local clients to expanding regionally and nationally, and how they navigated the shift to remote work with ease, having been originally designed as a remote firm for stay-at-home moms since its inception in 2016.

Katie also highlights the importance of maintaining a strong remote work culture, the logistics of moving her own presence without disrupting the firm, and the value of annual retreats for her team. Tune in to learn about Katie's innovative approaches and the secrets behind her firm's growth and adaptability.

The listener will learn about the growth and transformation of Lillyfield Accounting Solutions, including their shift to national clients, focus on remote work culture, and success with QuickBooks Online.

On this episode of Growing Your Firm, host David Cristello welcomes back Nayo Carter-Gray, owner of 1st Step Accounting. Nayo, an enrolled agent and Advanced Certified QuickBooks Online Pro Advisor, is known for making accounting less taxing.

The conversation also covers the importance of diversity and inclusion in various aspects of business, setting boundaries in work, and prioritizing work-life balance, accounting automation, and technology in the accounting industry.

Nayo Carter-Gray is a distinguished figure in the accounting industry, known for making accounting less taxing for her clients. With over 25 years of experience in the field, Nayo has established herself as an enrolled agent, a QuickBooks Online Advanced Certified Pro Advisor, and a Gusto Ambassador.

Her impressive credentials also include being recognized as one of Hubdoc's top 50 cloud accountants, a former Intuit Accounting Council member, and one of Forbes' top 100 tax Twitter accounts.

Nayo's commitment to diversity and inclusion in the accounting profession is evident through her active involvement in promoting underrepresented voices.

As the founder of 1st Step Accounting, Nayo prioritizes setting boundaries and emphasizes that other people's emergencies do not constitute emergencies for her. This philosophy reflects her dedication to work-life balance and prioritizing personal well-being while delivering exceptional service to her clients.

In this episode of Growing Your Firm, host David Cristello interviews Randy Crabtree, a top influencer in the accounting industry. Randy, co-founder of Tri-Merit, discusses R&D, tax credits, and cost segregation, sharing insights on the success of his firm. Tune in for a valuable conversation on creating a culture of value and importance in the workplace.

The listener will learn about the importance of creating a culture where people feel valued and can be themselves, as well as the benefits of specializing in niche areas in accounting.

Randy Crabtree is a renowned figure in the accounting industry, known for his innovative approach to building successful firms and fostering a positive company culture. With a career spanning over three decades, Randy has established himself as a thought leader in the field of accounting and tax consulting.

In the podcast episode, Randy discusses the importance of building a strong culture within a remote work setting. He highlights the significance of creating a workplace where individuals feel valued, important, and free to be themselves.