Inovautus Spotlight
Spotlight on Saundra Uy: Rainmaking Is for Everyone!
As a Tax Member and Director of the Small Business Department at Suttle & Stalnaker, Saundra Uy’s experience is strong and diversified. But in spite of almost 25 years of professional accounting experience under her belt, she was still a little uneasy when it came to rainmaking. When Saundra signed up to participate in the…
Read MoreSpotlight on Business Development with Maureen Moraccini of Gordon Advisors
Everyone with a widget to sell or a client to serve has an idea of what business development looks like or should look like. Many see rainmaking activities as a uniquely external endeavor, with activities that are better suited for extroverts. Some have heard rainmaking terms but have never seen them put into practice –…
Read MoreInovautus Spotlight on Starting a Practice Group
Establishing a practice group is a great way for an accounting firm to concentrate skills toward a niche, present a cohesive go to market strategy, and boost marketability. Practice groups leverage specialized knowledge and experience, allow for collaboration and cross-selling, and amplify recruiting efforts. The case for practice groups is strong, but that doesn’t mean…
Read MoreInovautus Spotlight: Stay Interviews for Accounting Firms
Talent retention requires companies to stay ahead of the curve. We all know that sometimes employees leave the people that manage them. What if we could find out what keeps the ones who stay, and then use that information to create unique retention strategies? One way firms focus on retention is by conducting stay interviews.…
Read MoreSpotlight on LBMC and Client Experience
Client experience is something that many accounting firms and marketing professionals are talking about, but very few can explain. In a 2010 Huffington Post article[1], CEO and founder of Zappos, Tony Hsieh wrote about how the new and (somewhat) improved digital landscape has challenged customer service to be less rote and more proactive. Individual touchpoints…
Read MoreInovautus Spotlight: Are You Overlooking Internal Communication?
Leadership is only as strong as its first recruit. When a company launches something new – whether it be a CRM system, a proposal process or a growth initiative, the success of that program will be wholly dependent on how well and how fast the individuals of the organization adopt it as their own. Internal…
Read MoreInovautus Spotlight on CRM: Not Surviving, Thriving!
Selecting and implementing a Contact Relationship Management (CRM) system can be both an exciting opportunity and an overwhelming prospect that can fray the nerves of even the most seasoned marketing professional. At Inovautus, we believe CRM is for everyone and doesn’t have to be a hair-raising experience. We recently had a conversation with Stephanie Gandsey…
Read MoreInovautus Spotlight: Using Technology to Assist in Proposal Development
Developing a proposal or Request for Proposal (RFP) can be a challenge considering all the components that are necessary to produce a comprehensive and accurate document. Add to this the fact that many people in your organization need to weigh in on the content, and you’re on deadline, and suddenly an RFP becomes a Really Frustrating…
Read MoreSpotlight: What to Expect When You’re Expecting…to Relocate
Office relocation is a decision that many accounting firms encounter at some point as a result of firm growth, leases ending or marketplace changes. Most of the time, the very thought of an office move incites feelings of anxiety and stress. This month’s Spotlight digs into the challenges and success stories of moving a business…
Read MoreSpotlight: Adding Niche Specialization to Your Training Curriculum
Many firms are on the hunt for training programs focused on soft skills that will position staff members for success. Some of these skills include written communication, leadership development, and project management, all of which are essential to firm growth and people development. In this featured spotlight, we interviewed WithumSmith+Brown’s Joan Kampo, Director of Human…
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