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Before Megan Justice started Crayon Advisory, LLC, she worked in-house at accounting firms that wanted her to pay close attention to managing client expectations.    Setting up client expectations was something she was told to do in her career for years, but was never really given the ...
In this episode of Gearing Up — an interview series by Relay that's hosted by Blake Oliver, CPA — we talked to Cindy Schroeder, owner of Bright Bookkeeping and founder of the community Bookkeeping Buds.  Cindy runs a cloud-based bookkeeping firm primarily focused on residential painters acr...
When a firm is rapidly growing, staying on top of monthly bookkeeping tasks, reporting and communicating with clients can add up to endless hours of work. This lost time can slow growth and put client relationships at risk. 😟   For this week’s episode of Gearing Up — an interview series wit...
When Nancy McClelland parted ways with a full-time employee, she took a moment to re-think the structure of her firm. “It really started the gears turning in my head about how to hire an accounting and bookkeeping staff so you love working with your team,” she says in this episode of Gearing Up ...
Phil Gaudiano is the co-founder of a cryptocurrency and blockchain accounting firm. It's no surprise his firm has been growing rapidly since it launched in 2020.  In E4 of Gearing Up — an interview series by Relay that's hosted by Blake Oliver, CPA — he discusses why fast growing firms need...
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