Practice & Niche Development

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…

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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,…

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Growth Strategies

Unlocking Client Insights: The Key to Tailored Growth Strategies

By Sarah Dobek / March 20, 2024 / Comments Off on Unlocking Client Insights: The Key to Tailored Growth Strategies

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…

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7-Key-Reasons

The 7 Key Reasons Your Consulting and Advisory Services Aren’t Growing as Expected – And How to Fix It!

By Sarah Dobek / June 26, 2023 / Comments Off on The 7 Key Reasons Your Consulting and Advisory Services Aren’t Growing as Expected – And How to Fix It!

Key Points Firms often struggle to grow consulting and advisory services due to unclear offerings, limited scalability, and reactive marketing. Success requires clarity, consistent client education, proactive sales enablement, and building both internal and external networks. Defining your ideal client and aligning strategy, marketing, and delivery are essential to drive sustainable advisory growth.   Accounting…

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