CPA Firms’ Growth Outlook Amid COVID-19

  For CPA firms, growth over the past several years has averaged a 7% increase per year across the board, with high-growth firms often seeing double digits and low growth firms falling below the 7% mark. So, what does growth look like post-COVID-19? While no formal prediction exists yet, our Growth Outlook Amid COVID-19 survey…

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CPA Profession Is Shaken but Poised for Opportunity Despite COVID-19

  Most organizations, including accounting firms, are facing a new business environment. The world looks very different than it did earlier this year when many firms were planning their 2020 projects and budgets. Inovautus Consulting, in collaboration with the Association for Accounting Marketing, conducted a survey to learn more about the marketing and growth outlook…

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Technology for Internal Success

Preserving business continuity is a challenge – but when your internal processes support an agile workforce, let’s just say an ounce of prevention is worth a pound of cure. In the last article of our remote work series, Marissa Lew shares how technology helps our internal team thrive! Catch up on previous installments of this…

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Technology Tips for External Success

If you’re just joining us, you might want to go back and read the first three articles in this series on best practices for remote work. If you’re in a position of leadership, Sarah Dobek shares tips from her perspective as president of a remote workforce. If you would love a few pointers on how…

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Making the Switch

In our previous article, Sarah Dobek advised how leaders should respond and lead through disruption. Consultant Katie Renelt recently made the switch from remote to home, so she is intimately aware of the struggles you’re facing. Here are her do’s and don’ts for remote work. Making the Switch The stigma of the home-based worker is…

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Advising Clients When the Only Certainty Is Uncertainty

In our March 12 blog, “Are You Prepared to Help Clients in Uncertain Times,” Sarah Dobek shared important ideas for “advising through uncertainty,” including communicating with clients quickly and being proactive with ideas to help their businesses. Here we are, only about two weeks after that blog post, and we have learned that the only certainty…

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Is Your Firm Missing Critical Communications with Clients and Employees?

Many firms are struggling to keep up with critical communications to their clients and employees about the impacts of various responses to COVID-19. Within one week, firms have closed their offices and transitioned to a virtual work environment, the federal government passed the Families First Coronavirus Response Act (FFCRA), tax deadlines have shifted, the Small…

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Ensure Continued Growth in Your Accounting Firm

The Winning is Everything (WiE) conference is an excellent opportunity for firm leaders and business partners to broaden their network and share business development concepts. Celebrating their 20th anniversary, the folks at WiE promised to provide “comprehensive content designed to evolve firms from the top down.” Without exception, the presenters delivered, inspiring the change and…

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4 Bold Ideas for Growth from AICPA ENGAGE

Conference season is a great time to meet with the boldest and brightest minds in our profession. AICPA ENGAGE 2019 was no exception. This year, conference speakers wowed me with their ideas around accounting firm innovation, growth, and evolution. Below is a snapshot of my top takeaways with some practical advice.   Recruitment In her…

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3 Ideas to Amplify Your Business Development Efforts

The annual Association for Accounting Marketing Conference is always a hotbed of great ideas and this year’s gathering was no exception.  We learned great concepts for business development from professionals across the accounting profession, and we’d like to share them with you!  Here are 3 ideas to amplify business development in your accounting firm. Ask…

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