Growth Strategy & Culture

Pricing for your perfect client

Pricing for Your Perfect Client

By Sarah Dobek / November 14, 2025 / Comments Off on Pricing for Your Perfect Client
Read More
How Accounting Firms Can Use Pricing Strategy to Drive Growth

How Accounting Firms Can Use Pricing Strategy to Drive Growth

By Sarah Dobek / September 29, 2025 / Comments Off on How Accounting Firms Can Use Pricing Strategy to Drive Growth

By:  Sarah Johnson Dobek  Key Points Pricing is no longer just billing—it is a strategic lever for growth, positioning, and trust.  Technology, outsourcing, and client expectations are breaking the link between hours and value.  Standardization and clear ownership of pricing drive scalability, stronger margins, and alignment with firm strategy.    Why Is Pricing Strategy Important…

Read More
The Fundamentals of Market Research and Why It Matters for Accounting Firms

The Fundamentals of Market Research and Why It Matters for Accounting Firms

By Sarah Dobek / September 22, 2025 / Comments Off on The Fundamentals of Market Research and Why It Matters for Accounting Firms

Written by: Sarah Johnson Dobek  Key Points Market research helps firms make confident, evidence-based decisions about clients, competitors, and market opportunities.  Combining different types of research—primary, secondary, qualitative, and quantitative—provides a complete view of the market.  When marketers lead the research process, insights translate directly into strategies that strengthen growth and differentiation.    What Is Market…

Read More
How Accounting Firms Can Differentiate Their Brand in a Competitive Market

How Accounting Firms Can Differentiate Their Brand in a Competitive Market

By Sarah Dobek / August 29, 2025 / Comments Off on How Accounting Firms Can Differentiate Their Brand in a Competitive Market

Written by: Sarah Johnson Dobek  Key Points Differentiation in accounting is achieved through consistent positioning, communication, and delivery—not design or slogans. True differentiation extends beyond marketing; it must be reflected in behavior, communication, and client experience at every level. Firms that treat differentiation as a firmwide discipline build stronger brands, attract better-fit clients, and sustain long-term…

Read More
The Hidden Value of B & C Clients in an Era of Client Culling & Consolidation

The Hidden Value of B & C Clients in an Era of Client Culling & Consolidation

By Deanna Herr / August 7, 2025 / Comments Off on The Hidden Value of B & C Clients in an Era of Client Culling & Consolidation

Written by: Sarah Johsnon Dobek  Key Points B and C clients provide consistent revenue, lower-maintenance relationships, and risk diversifications, for sustainable firm growth. Modern segmentation must evaluate more than revenue, factoring in fit, ease, potential, referrals, and profitability. Advances in AI, automation, and outsourcing have made it possible to serve smaller clients profitably again.  …

Read More
Chief Growth Officer

The Strategic Rise of the Chief Growth Officer in Accounting Firms

By Sarah Dobek / July 24, 2025 / Comments Off on The Strategic Rise of the Chief Growth Officer in Accounting Firms

Written by: Sarah Johnson Dobek Key Points A Chief Growth Officer (CGO) function aligns strategy, marketing, sales, and client experience to drive measurable, sustainable firm growth. Mid-sized firms benefit by assigning growth ownership—even without the CGO title—through clear roles, shared KPIs, and cross-functional alignment. CGOs focus on the full client journey, ensuring that onboarding, service…

Read More
ROI of a Strategic Growth Plan

The ROI of a Strategic Growth Plan

By Sarah Dobek / July 18, 2025 / Comments Off on The ROI of a Strategic Growth Plan

Written by: Sarah Johnson Dobek Key Points A strategic growth plan builds long-term value by aligning teams, strengthening leadership, and enhancing client retention—not just increasing revenue. Consistent execution, clear ownership, and cross-functional collaboration are the key drivers of sustainable growth. Reviewing growth strategies regularly ensures firms stay agile, focused, and ready to adapt to changing…

Read More
Niche vs. Practice Group

Understanding What Separates a Niche from a Practice Group

By Sarah Dobek / July 10, 2025 / Comments Off on Understanding What Separates a Niche from a Practice Group

Written by: Sarah Johnson Dobek Key Points A niche attracts attention, but building a structured practice group with defined leadership and workflows enables sustainable, scalable growth. Successful practice groups require clarity in positioning, consistent processes, and tools that align people, technology, and strategy. Evolving from niche marketing to a mature practice group improves service delivery,…

Read More
Building Discipline

What It Takes to Grow: Building Discipline into Your Firm’s Strategy

By Sarah Dobek / July 2, 2025 / Comments Off on What It Takes to Grow: Building Discipline into Your Firm’s Strategy

By: Sarah Johnson Dobek Key Points Sustainable growth in accounting firms depends on discipline, consistency, and structured routines, not just bold ideas. Building growth into weekly habits and fostering firmwide accountability creates momentum and cultural alignment. Firms that approach growth as a core business function achieve long-term success and adaptability in a changing market.  …

Read More
Accounting Firm Growth Strategies

Accounting Firm Growth Strategies for 2025: Trends, Challenges, and What’s Next

By Sarah Dobek / June 16, 2025 / Comments Off on Accounting Firm Growth Strategies for 2025: Trends, Challenges, and What’s Next

By: Sarah Johnson Dobek Key Points Growth for accounting firms in 2025 is defined by mindset, agility, and cultural alignment—not just revenue or headcount. Technology, evolving client expectations, and talent development are the leading forces driving firm transformation. Sustainable growth depends on partner alignment, a strong internal culture, and intentional leadership that connects strategy with…

Read More