The Importance of Individual Huddles

Chances are you’re pretty familiar with the concept, but in case you aren’t, a one-on-one (1:1) is a 30-60 minute meeting between a manager and their employee that is held weekly or bi-weekly. The purpose of these huddles is to … Continued

Generational Differences In Client Expectations

What do clients want? While answers to that question will vary, there are trends in what clients expect. In a recent post, we explored how to begin improving your client experience. In this post, we’ll explore how trends and expectations … Continued

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 … Continued

6 Tips For Improving Your Client Experience

As today’s decision makers shift, so too are the expectations around client service. Understanding what clients want is important. While there are some trends or commonalities across generations, the fact is, people are changing. To exceed client expectations, it’s important … Continued

4 Tips for Better Team Meetings

Ask any super efficient manager about their tips for success and weekly meetings will always be on their list. “Rather than being productivity killers, well-crafted meetings can help raise productivity and achieve an open culture within teams[1],” says Jerene Ang … Continued

2018 Accounting Firm Growth Trends & Predictions

At Inovautus, we don’t settle – we keep our eyes and ears open all year long so we can offer CPAs the best practical advice to grow their business. Last January, we shared our annual growth trends and predictions for … Continued