Does one of the following statements sound like your firm?


“We are growing, but just not at the same pace we were in years past”

“We are achieving results with our marketing, but I think we could be doing better”

“We aren’t sure what we are doing right and what we could be doing better”

“We need key talent to help us grow, but are having trouble finding the right person”

If one of these comments sounds familiar, you aren’t alone. Accounting firms, regardless of their size, will inevitably run across one of these challenges, usually at key pivotal points in their growth cycle.

Inovautus Consulting believes that growth is attained by doing, not just by talking and planning. That’s why we focus on bringing you practical ideas that can be executed and will work with you to fully implement our recommendations.

Our practical, team approach has proven to be very successful across our client base. We are to be counted upon – the same way you count on your key employees. Our consultants and support staff have extensive experience working specifically with accounting firms, which helps us to understand your firm’s culture and ultimate goals.

We excel in providing these services:

Growth Audits & Strategy

Periodically, it’s necessary to take a step back to evaluate your business and what you are doing to achieve growth. This usually occurs at regular planning intervals or key points in your growth cycle. An objective third party can help you gain perspective on your approach, processes, activities and effectiveness in marketing and business development.

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Growth Plan Development, Implementation & Facilitation

Good organic growth starts with a practical strategy that aligns directly with where you want to go and who you want to serve.

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Coaching, Training & Workshops

  • Marketing Professional Coaching & Development
  • Marketing Training and Workshops
  • Social Media Training
  • Business Development Training and Coaching
  • Partner and Firm Retreats
  • Conferences
  • International CPA Association & Affiliation Meetings
  • CPA Society Meetings

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Other Services

When the need arises, we will expand our “virtual team” to partner with other marketing service providers, or in some cases refer you to others who specialize in areas such as:

  • Website development
  • Ad campaigns
  • Brochure design
  • Branding
  • Promotional giveaways


For more information on how to get started or program costs, please contact us.


”Over the past year, Sarah has worked with us to develop our firm’s marketing plan and begin to implement that plan. Prior to beginning this process, our firm had several starts and stops without a formal marketing function. However, once we engaged Sarah she was able to quickly understand who we are and where we wanted to go. Her approach got our partners excited about marketing. Her experience and perspective have guided us (continue to guide us) down the right path, including hiring the right person to implement our plan.”

– Whitley Penn Management Committee 
(Larry Autrey, Felix Lozano & Alan White)