Growth Strategy & Culture
Marketing problems are often symptoms of deeper growth issues. A growth assessment helps identify what’s really holding a firm back from unclear positioning and ideal clients to gaps in pipeline ownership so growth efforts focus on the right priorities.
More CPA firms are looking at the chief revenue officer role, and private equity is a big reason why. Ty Hendrickson explains what a CRO owns, how the role compares to a chief growth officer, and what your firm should define before it hires one.
Why doesn’t your HubSpot reporting help you make better decisions? Most accounting firm marketing reports, including the ones built in HubSpot, track activity, like posts published, emails sent, and visits logged, instead of the outcomes that actually inform growth decisions. The fix isn’t a new tool. It’s deciding, before you build a single report, what…
Many accounting firms reach a stage where growth becomes harder even when demand remains strong. This article explores why firms often stall around $10 million to $20 million in revenue and how operating structure, governance, positioning, and accountability influence sustainable growth.
By: Becca Johns Accounting firms have more marketing and growth options than ever — from boutique consultants to research-driven agencies to fractional CMOs. This guide breaks down the firms actively serving the profession today, what each one actually does, and how to think about the right fit for your firm. Why We’re Publishing This List —…
By: Becca Johns At some point, every growing accounting firm hits the same wall: the growth plan is solid, the partners are bought in, but nobody has the bandwidth (or the specialized skill set) to actually execute it. That’s usually when the question surfaces in a partner meeting: should we hire a marketing director, or should we bring in outside help?…
The Challenge: Growth Without Clear Ownership This mid-sized CPA firm had invested in marketing resources but wasn’t seeing the growth or accountability leadership expected. Team responsibilities had become fragmented, key activities lacked ownership, and the marketing function was operating without a clear structure to support the firm’s long-term growth goals. As Inovautus conducted a comprehensive…
By: Sarah Johnson Dobek Key Takeaways Strategic plans built for stable conditions often lose relevance in dynamic markets. Growth stalls when governance and decision-making cannot adapt in real time. Iterative execution keeps strategy aligned with changing conditions and sustains momentum. Many accounting firms have opportunity, demand, and a clearly documented strategic plan. Yet progress feels…
The Challenge: Informal Process, No Visibility Mid-year client meetings were a core part of this firm’s brand promise—but behind the scenes, the process lacked structure, visibility, and follow-through. Meetings were inconsistently tracked, insights were lost, and leadership had no clear way to measure whether the experience was actually being delivered. The Shift: From Activity to…
