Building a Trustworthy Brand: Essential Strategies for CPAs

By: Chad Person In professional services, Certified Public Accountants (CPAs) stand out as some of the most trusted advisors for business owners and individuals alike. This trust stems from the critical nature of their work, safeguarding financial livelihoods and maintaining confidentiality across all transactions and interactions. For CPAs, establishing a brand synonymous with knowledge, credibility,…

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Employer Branding Will Be a Key Piece of Your 2023 Marketing Strategy

Copy-of-Year-End

Recruiting and turnover have been ongoing issues for years, affecting both workload and the bottom line. This has been especially true for accounting firms. Katie Renelt of Inovautus Consulting explains, “Firms are turning away work because they just don’t have enough people.” On the surface, the solution is simple – hire more people – but…

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Online Reputation Management in a Spam Filled World

Digital-Business-Card

The internet is a double-edged sword of ease and information. On one side, it’s a useful tool for potential clients to find and interact with your accounting firm. On the flip side, it provides an easy place for spam, hacked accounts, bots, and misinformation. It’s easier than ever for someone to share their opinions on…

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Video Marketing Is the Future and It’s Easier Than You Think!

Consumers are exposed to mass amounts of messaging and brands are constantly fighting for the attention of their desired viewers. As technology evolves, it comes as no surprise that certain mediums are becoming more popular than others. Once, a simple status update could grab (and hold!) our attention. Nowadays, our minds prefer visual forms of…

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How to Identify the Value You Provide to Clients

Have you ever thought about why your clients chose your firm or what keeps them from leaving for a competitor? In working with public accounting firms, we hear various responses to these questions. Some can easily identify the value they provide to their clients, but most struggle to articulate it. Effectively communicating your differentiators to…

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The Top 5 Resolutions for Your Business in 2018

The first week of January is prime time for re-evaluating your resolutions for the year. Perhaps you’re like me and that commitment to go to the gym every.single.day. is suddenly looking a little less feasible. (I might have bitten off a little more than I can chew.) Or, maybe you made a professional goal to…

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4 Steps for Developing and Implementing a Client Acceptance Policy

It’s not uncommon for a CPA to have one of those clients. Maybe there were warning signs from the beginning, but somehow, they seemed to fall below the radar. Now, you find yourself serving a client who complains about their bill, has asked you to do something unethical, is always late with their information, or…

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4 Resources to Improve Your Content Development

Producing regular content can change your position from one in a hundred to the one your community trusts. Trustworthy content attracts clients, helping you build rapport with prospects long before you even know there is an opportunity. Reliable content nurtures your existing clients and cultivates loyalty. Loyal clients will recommend good content (= your brand)…

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5 Ways to Embrace a Growth Mindset

November is the most popular time of year to reflect on the things that makes us thankful. At Inovautus, we are incredibly thankful for our clients and the peers who share our passion for CPAs. And while I could write another blog post about how grateful we are for the circle of friends that have…

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3 Steps to Gathering Client Testimonials

Receiving positive feedback from clients feels good. Small comments can refuel your tank and motivate you to continue to provide great service. What do you do with the compliments you receive? If you aren’t compiling the feedback into a testimonial to use in your marketing materials, you’re missing an opportunity. By utilizing the steps below,…

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