Establishing a practice group is a great way for an accounting firm to concentrate skills toward a niche, present a cohesive go to market strategy, and boost marketability. Practice groups leverage specialized knowledge and experience, allow for collaboration and cross-selling, … Continued
We hear it all the time – people leave their managers, managers leave their firms, firms lose talent. This cycle is nothing new, but accepting it as inevitable doesn’t have to be the status quo in your accounting firm. We’ve … Continued
Talent retention requires companies to stay ahead of the curve. We all know that sometimes employees leave the people that manage them. What if we could find out what keeps the ones who stay, and then use that information to … Continued
Growing faster and in the right direction means embracing new approaches. Managing and prioritizing the tasks associated with these initiatives can become a jumbled to-do list quicker than you can say, Jack Robinson, if you’re not leaning into workflow software. … Continued
Client experience is something that many accounting firms and marketing professionals are talking about, but very few can explain. In a 2010 Huffington Post article[1], CEO and founder of Zappos, Tony Hsieh wrote about how the new and (somewhat) improved … Continued
Inovautus Spotlight: Are You Overlooking Internal Communication?Leadership is only as strong as its first recruit. When a company launches something new – whether it be a CRM system, a proposal process or a growth initiative, the success of that program will be wholly dependent on how … Continued
GRIT for CPAsUpon entering the K-8 school that two of my three children currently attend, one of the first things you will notice is a glass case that is dedicated to the idea of a Growth Mindset. Over 30 years ago, professor … Continued
Inovautus Spotlight on CRM: Not Surviving, Thriving!Selecting and implementing a Contact Relationship Management (CRM) system can be both an exciting opportunity and an overwhelming prospect that can fray the nerves of even the most seasoned marketing professional. At Inovautus, we believe CRM is for everyone and … Continued
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 … Continued
Inovautus Spotlight: Using Technology to Assist in Proposal DevelopmentDeveloping a proposal or Request for Proposal (RFP) can be a challenge considering all the components that are necessary to produce a comprehensive and accurate document. Add to this the fact that many people in your organization need to weigh in … Continued
