Building Next-Gen Referral Networks

Referral relationships are like gold in accounting firms.  These networks can be a source of new business, a barometer for gauging marketplace trends and a sounding board for personal and firm growth.  For staff or newer managers and partners, building … Continued

Using Content Marketing to Amplify Your Niche Strategy

Niches, segments, practice groups – no matter what you call it, specialization is a strategy that most accounting firms use to encourage growth. Accounting firms have varying degrees of investment into this strategy – some simply claim a niche, while … Continued

3 Ways to Grow Your Prospect List

Prospects are one of the greatest keys to increasing revenue but unfortunately, many accounting firms are struggling to grow their prospect lists. Oftentimes, this struggle comes from not knowing how to grow a prospect base in a way that generates … Continued

Recruiting & Retaining More Women In Your Accounting Firm

Recruitment Season.  Every year around this time, Inovautus becomes inundated with requests for assistance in recruiting top talent. As we meet with firms to discuss recruitment, the topic of succession planning almost always comes up. Bottom line: firms are struggling … Continued

Building a Culture of Growth Starts Early

Just as every person has a unique personality, every business has a unique culture. While possessing a distinct culture is a great way to separate your business from the pack, our clients don’t often talk about how to change, improve … Continued

4 Tips for CPAs Facing Client Replacement

Do you have a strategy for replacing your aging clients? CPA firms and their clients have the same options when it comes to aging leadership. Those who choose to continue their business will do so through internal succession or by … Continued