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Moving from Local to National, Designing Culture for Working Moms, Acquisition Offers w/Katie Lilly

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Manage episode 427097914 series 1056289
Content provided by David Cristello and Jetpack Workflow. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Cristello and Jetpack Workflow or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

346 episodes

Artwork
iconShare
 
Manage episode 427097914 series 1056289
Content provided by David Cristello and Jetpack Workflow. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Cristello and Jetpack Workflow or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.

  continue reading

346 episodes

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