Posts by Sarah Dobek
Structuring your firm’s coronavirus plan
Harnessing Strategic Growth: The Power of Client Culling
Key Points Client culling helps accounting firms manage capacity, improve profitability, and focus on ideal clients aligned with firm strategy. A strong client acceptance policy minimizes future culling needs by ensuring new relationships fit long-term goals. Strategic client management drives sustainable growth, strengthens firm culture, and enhances staff retention. Firm leaders within the accounting…
Read MoreConversations on Growth with Sarah Dobek and Ty Hendrickson
Why Accounting Firms Should Invest in Soft Skills
Key Points Soft skills—like communication, empathy, and problem-solving—are critical for client relationships and firm success. Investing in soft-skill development increases employee confidence, engagement, and long-term retention. Measuring ROI through KPIs like client satisfaction and employee performance helps firms validate their investment in people. Soft skills, also known as people skills, are personal attributes that…
Read More6 Ways Accounting Leaders Can Cultivate a Growth Culture
Key Points Building a growth culture requires clear vision, leadership commitment, and empowering marketing teams with resources and autonomy. High-growth firms invest strategically in technology, training, and client loyalty programs to sustain long-term success. Measuring performance and maintaining a growth mindset helps firms turn challenges into ongoing opportunities for improvement. As a leader in…
Read More2023 Growth Survey Insights and Trends
Key Points The 2023 Inovautus Growth Outlook® Survey reveals strong firm growth expectations, rising non-compliance revenue, and continued capacity challenges. Marketing priorities are shifting toward digital marketing, events, and internal training as firms invest in visibility and talent retention. Firms are increasing prices, adopting new technology, and using staff training to strengthen business development and…
Read MoreBecoming the First Call
Key Points Building a strong professional network helps accountants transition from service providers to trusted advisors. Being your client’s “first call” requires credibility, connection, and consistent follow-through. Nurturing relationships and connecting clients with the right resources enhances trust and long-term loyalty. For years, accountants have been told to go out and build a network…
Read MoreTips for Growing Your Accounting Firm’s Marketing Team
Key Points Staff augmentation, via technology, contractors, or outsourcing, helps accounting firms scale marketing capacity without adding full-time headcount. Choosing the right model depends on cost, required skill sets, and access needs, supported by clear goals, timelines, and expectations. Blending tools and talent (automation + specialists) improves speed, quality, and ROI for marketing execution in…
Read MoreMarket Research Basics for Accounting Firms
Key Points Market research helps accounting firms identify opportunities, refine strategy, and improve ROI through data-driven decisions. Understanding client needs, competitor positioning, and market trends strengthens firm differentiation and brand relevance. Using both qualitative and quantitative research ensures deeper insights that guide pricing, services, and growth strategies. As accounting firms set out to differentiate…
Read MoreThe 4 Traits of a Successful Business Developer
Key Points The most effective business developers succeed through mindset, curiosity, service, and resilience—not just process or volume. Building trust through genuine curiosity and service-first interactions creates stronger client relationships and more referrals. Proactive, optimistic professionals with a growth mindset consistently turn opportunities into lasting business success. When most people think of business development,…
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