How to Make the Most of Summer Networking Events

I often hear from accountants how they don’t always feel like they get the most out of their networking efforts. Many are beyond ‘chamber after-hours’ and want more interactions that generate meaningful results. Strong referral relationships always start with a solid foundation. Building these relationships require proactive efforts; you must spend time outside of the…

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GRIT for CPAs

Over 30 years ago, professor Carol Dweck, Ph.D. first used the terms fixed mindset and growth mindset to describe a new way of thinking about learning and intelligence. Dr. Dweck said, “when students believe they can get smarter, they understand that effort makes them stronger. Therefore, they put in extra time and effort, and that…

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Using Hashtags on LinkedIn…Yes, They’re Back!

At Inovautus, we love helping our clients learn how to engage with and leverage their networks through social media platforms. We often promote LinkedIn as a preferred tool because of its ability to help professionals build visibility and differentiate themselves and their businesses online. However, despite LinkedIn’s wild popularity among the working man (and woman!),…

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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 your own referral network is critical for continued career success.  Here are a few tips…

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Know Your Audience to Win Their Attention – and Their Business!

I recently sat through a CRM software demo and I was blown away – but not in a good way.  The salesperson leading the demo initiated contact with me to set up the demo after we met at an accounting profession conference. He knew my marketing and consultant role so you can imagine my surprise…

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How to Get the Most Value from Training

Many of our friends, clients, and colleagues will attend accounting conferences this year.  With dozens of sessions, covering everything from basic marketing and business development to more advanced strategies and tactics, attendees may find themselves feeling overwhelmed by the amount of information available to absorb over just a few days. You want to get the most…

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Jumpstarting Your Networking Efforts

For many of our accounting firm clients, September and October can be as crazy a “busy season” as January through April.  The fact is, almost every partner, principal or manager experiences several busy seasons per year, which often causes them to push the pause button on any networking or relationship building efforts. While we encourage…

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Leverage Your Marketing Activities

As accounting firms prioritize growth and marketing, many are expanding their marketing programs and increasing the time spent on strategic networking, content creation, and developing packaged service offerings. While most partners understand the benefits of ramping up marketing efforts, many feel overwhelmed by the increase in their non-billable hours. Fortunately, there is a simple answer…

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Maximize the Return on Your Investment of Money and Time at Conferences

As we come out of busy season and move into late spring, we begin another growing season for accounting firms—conference season. Gone are the days of attending accounting conferences for the sole purpose of earning CPE credits. Now, accounting professionals are attending industry conferences to meet prospects, connect to referral sources and: learn something new…

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Acting as a Growth Coach in Your Firm

As accounting firm partners and managers feel increasing pressure to bring in new clients, they often seek help, turning to the marketing professionals and rainmakers in their firm for support.  With such a tight integration between marketing and business development, it’s no surprise that marketing professionals are stepping up to the role of growth coach,…

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