How We Help
At Inovautus Consulting, we believe that having the right growth plan and culture can help our clients thrive. We develop marketing and business development programs designed to help public accounting firms grow faster and in the right direction.
We help firms assess their marketing and business development strategy, customize practical growth plans and guide the execution of those plans through our leadership, coaching and training services.
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The Professional's Role in Client Transition
Sarah Dobek explains why client transition is no longer synonymous with succession planning and is, in fact, a sign of a growing CPA firm.