Conference season is a great time to meet with the boldest and brightest minds in our profession. AICPA ENGAGE 2019 was no exception. This year, conference speakers wowed me with their ideas around accounting firm innovation, growth, and evolution. Below … Continued
We are thrilled to announce a new team member! Marissa Lew expertly assists Sarah Dobek and manages a variety of firm projects…from soup to nuts. She brings to the team a diverse background in marketing, administration, client relations, and executive-level … Continued
This post originally appeared on LinkedIn in honor or Small Business Week 2019. The First Chapter I was given the opportunity to start a business in my first CPA firm. Two amazing mentors (my CPA firm partners) encouraged me to … Continued
We are pleased to announce a new addition. Katie Renelt joins the Inovautus team and brings with her a healthy dose of experience and enthusiasm. As a marketing specialist, Katie coordinates and executes internal and external marketing efforts for … Continued
As a Tax Member and Director of the Small Business Department at Suttle & Stalnaker, Saundra Uy’s experience is strong and diversified. But in spite of almost 25 years of professional accounting experience under her belt, she was still a … Continued
Offering CPAs the best practical advice requires our team to keep an eye on what’s happening inside and outside the profession. In our constant endeavor to identify the trends that will influence growth for accounting firms, we’re looking at everything … Continued
A while back I learned a valuable lesson that continues to shape the way I communicate with my clients to this day. In a nutshell, two of my vendors let me down at a time when I had little bandwidth … Continued
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 … Continued
The annual Association for Accounting Marketing Conference is always a hotbed of great ideas and this year’s gathering was no exception. We learned three great concepts for business development from professionals across the accounting profession, and we’d like to share them … Continued
Never ASSUME, because when you ASSUME, you make an ASS of U and ME. This catch-phrase was popularized by writer Jerry Belson in the 1970s sitcom The Odd Couple, and its message is truer today than ever before. In a … Continued
