Playbook: How to Transition Your Firm Into Paperless, Virtual Accounting
Nayo Carter-Gray, EA, host of the Taking Your Firm Virtual Summit, shares the steps she took to successfully transition her firm into virtual accounting and how you too can.
Instantly download this Playbook as a PDF
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Who is this playbook for?
Bookkeepers and Accountants looking to:
- Transition from traditional, brick and mortar accounting services into virtual accounting
- Learn how to make their clients embrace virtual accounting
- Set up processes to make their virtual team efficient
- Build balanced virtual firms with boundaries and systems
“Virtual accounting presents opportunities to grow our business by tapping into a global workforce and serving nationally, not just regionally.”
Nayo Carter-Gray
About Nayo Carter-Gray
This eBook is co-authored by Nayo Carter-Gray and Financial Cents.
Nayo Carter-Gray, EA is the founder of 1st Step Accounting whose mission is Making Accounting a Little Less Taxing ® for small business owners all across the US. She is an Enrolled Agent, a QuickBooks Online Advanced Certified Proadvisor, and was named one of Forbes Top 100 Tax Twitter accounts to follow.
She has garnered over 25 years of tax and accounting experience both in the public and private sector. A certified “techie”, Nayo wanted to help save her planet so she decided that a virtual, paperless accounting practice would be the most efficient way, along with recycling. With this practice, she gets to explore cloud-based solutions that make running a business possible from anywhere you can connect to the internet.
She is the host of the Taking Your Firm Virtual Summit, a yearly event that brings together experts in cloud accounting and technology to teach strategies for accountants to confidently and securely take their firms virtual.
Learn more and register for the next Taking Your Firm Virtual summit happening from August 1 – 3, 2023.
In this playbook, Nayo shares how she transitioned her firm into paperless, virtual accounting and how you too can.
About Financial Cents
Financial Cents exists to help you get work done and scale your firm through an integrated workflow solution.
We make your transition from spreadsheets or generic project management software seamless through easy-to-use features built with industry nuances in mind.
With Financial Cents, you and your staff will have a single source of truth so you can access all the information you need to get work done. You can create and assign tasks to your staff, track the status of client work, standardize your workflows, and collaborate with your team. Automate client requests and set reminders to save your team the stress of chasing down clients for information.
Whether you’re just beginning to document your processes or have been doing it for a long time, our workflow checklist templates that are both editable and customizable will get you up and running in no time.
