Consulting Services

Marketing and Sales Solutions for Accounting Firms

Our growth-driven marketing and sales solutions help accounting and advisory firms realize their full potential.

Accounting firms and professionals will face pivotal points in their growth cycle. We bring our clients strategic thinking, practical ideas and work alongside them to fully implement our recommendations. With our extensive knowledge of the accounting profession, you can count on us to help you achieve success.

Brand Strategy

A brand is so much more than a logo or a great tagline. Your brand is the reason why people choose your accounting firm. If you struggle to get referrals, keep great clients and staff, or stand out in your market, it’s time to assess whether your brand is telling the right story.

Without a brand strategy, it’s hard to determine whether your firm is growing in the right direction and hold it accountable to its goals.

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Business Development Consulting

Many accounting firm leaders become frustrated with their marketing plans when there isn’t enough manpower or know-how to execute the tactics. An outsourced marketing partner with accounting expertise and a fresh perspective can help you leverage the tools to drive the right traffic, capture the best leads, and generate new business.

Inovautus Consulting helps firms keep marketing activities and growth efforts moving so you can focus on what matters most — and what you’re best at — client work, service, and overall firm growth.

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Partner Retreats

Are your partners spending enough time working on the firm, rather than just working in it? Inovautus helps accounting firms use partner retreats to step away from day-to-day demands, have the conversations that often get pushed aside, align on priorities, and make strategic decisions about the firm’s future. With the right structure and facilitation, a retreat becomes more than a meeting, it becomes a chance to move the firm forward together.

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Fractional CRO Services

Does your firm have a clear strategy for turning growth goals into consistent revenue? Inovautus provides Fractional CRO services to help accounting firms strengthen their sales and growth strategy without committing to a full-time executive. From identifying opportunities and improving the sales process to creating accountability around revenue goals, Inovautus brings experienced leadership to help firms build a more focused and predictable approach to growth.

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What our clients are saying

Happy Inovautus Clients

Inovautus is more than an outsourced service provider; they're a strategic partner integral to our organization. Sarah's multidimensional understanding and strategic foresight continually inspire us to enhance our services and embrace the future. Our collaboration goes beyond business; it's a partnership where contrasting perspectives bring immense value. For any organization seeking a strategic partner, Inovautus, with their commitment, insightful strategy, and seamless integration, is an asset propelling us toward remarkable success.

Gary Thomson, CPA
Thomson Consulting

Inovautus, our dedicated marketing department, has been instrumental in articulating our firm's vision and values. Guided by Sarah's insightful leadership, they've empowered our next-gen leaders and enhanced staff engagement. Their strategic rebranding, insightful growth plans, and transformative partner retreats offer fresh perspectives and a clear roadmap for sustainable growth. Sarah and Ty's vision now guide our leadership, significantly improving our communication with professionals and clients.

Jonathan O. Yorks, CPA
Walter Shuffain

Inovautus transformed our marketing by establishing a structured approach and driving strategic growth. Their high standards have shaped our marketing process, while their training and constant support have been invaluable. With Inovautus, our team can strategize, grow, and make informed decisions. They're not just consultants but trusted team members that enhance our brand and help us maintain independence. Inovautus is an indispensable part of our journey toward sustained growth.

Patricia “Tricia” D. Clark, CPA
Suttle & Stalnaker, PLLC

Inovautus has revolutionized our marketing with their deep industry knowledge and tailored approach. Their professional, responsive team effortlessly transformed our ambitious ideas into reality, while their outstanding communication and sensitivity to our stress ensured a truly collaborative experience. With Inovautus, we moved the needle and were able to refocus on our clients, knowing our marketing was in the hands of 'The FLSV of Marketing.

Hyejin Tak, JD, MA
Frankel Loughran Starr & Vallone LLP

Our firm had been trying to implement a client communication strategy for several years. We made a few well-intentioned but unsuccessful hires. Then we met Sarah and her team. Within a couple of months, our social media, communication strategy and software had been implemented. Sarah's team continues to manage that and does an excellent job. Thank you, Sarah!

Amber Goering, CPA, CGMA
Goering & Granatino, P.A.

Inovautus Consulting helped us establish momentum around growth at a critical time. Their plan was easy to execute and showed us how to go beyond low-hanging fruit to achieve results with long-term impact.

Jeffrey P. Markarian, CPA
Dedekian, George, Small & Markarian Accountancy Corporation

We enjoy working with Inovautus and I personally feel like having them on board is like having weekly training. For firms with one marketing person, it's great to have people to turn to with information on how other firms are operating.