Growth Strategy & Culture
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…
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…
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,…
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. …
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…
By: Chad Person Key Points Strategy defines where your firm will compete and how it will win, while planning outlines how to execute that vision. Combining strategy and planning often leads to overemphasis on logistics and underinvestment in long-term direction. CPA firms that prioritize strategy before planning make smarter decisions, adapt faster, and maintain a…
Key Points LinkedIn Premium Company Pages offer new AI tools, engagement features, and verification options to enhance visibility and credibility. Firms should evaluate the cost-to-benefit ratio, balancing automation with authentic, human-driven content. Early adoption can help accounting firms strengthen brand trust and engagement if integrated strategically into their marketing plans. LinkedIn has recently rolled…
Key Points Deep client understanding is the foundation of sustainable growth and differentiation. Meaningful conversations uncover motivations beyond price and service quality. Ongoing insight gathering strengthens retention, loyalty, and firm strategy. In our engagements with accounting firms, a critical challenge often surfaces: truly understanding clients needs and pain points. This depth of insight is…
Key Points 2024 marks a shift from organic to intentional growth, focusing on alignment with firm values and strategic goals. AI, technology, and data are reshaping how firms attract, price, and serve clients. Training, pricing innovation, and client experience will define which firms lead the next wave of growth. As we step into 2024,…
Key Points Strong client approval processes and clear pricing standards protect your firm’s bandwidth, profitability, and culture. Aligning client fit and pricing guidelines ensures sustainable growth, higher retention, and better staff satisfaction. Technology and data can streamline approvals, track patterns, and help refine future client and pricing decisions. In the accounting profession, success hinges…
