leadership

Does your firm need a CGO?

By Deanna Herr / September 16, 2025 / Comments Off on Does your firm need a CGO?

How Accounting Firms Can Differentiate Their Brand in a Competitive Market

By Sarah Dobek / August 29, 2025 / Comments Off on How Accounting Firms Can Differentiate Their Brand in a Competitive Market

Written by: Sarah Johnson Dobek  Key Points Differentiation in accounting is achieved through consistent positioning, communication, and delivery—not design or slogans. True differentiation extends beyond marketing; it must be reflected in behavior, communication, and client experience at every level. Firms that treat differentiation as a firmwide discipline build stronger brands, attract better-fit clients, and sustain long-term…

Governance Series: Key Success Factors for Better Governance

By Deanna Herr / August 27, 2025 / Comments Off on Governance Series: Key Success Factors for Better Governance

Governance Series: Navigating Partnership Change with Purpose

By Deanna Herr / August 27, 2025 / Comments Off on Governance Series: Navigating Partnership Change with Purpose

Governance Series: Implementing Operating Models in Your Firm

By Deanna Herr / August 27, 2025 / Comments Off on Governance Series: Implementing Operating Models in Your Firm

Governance Series: The Rise of Non-CPA Leaders in Public Accounting

By Sarah Dobek / July 18, 2025 / Comments Off on Governance Series: The Rise of Non-CPA Leaders in Public Accounting

Marketers to CEOs: The Expanding Role of Growth Leaders in Accounting | Gear Up For Growth

By Stephanie Crow / May 16, 2025 / Comments Off on Marketers to CEOs: The Expanding Role of Growth Leaders in Accounting | Gear Up For Growth

Recognizing Traits of Effective Thought Leaders

By Sarah Dobek / January 31, 2024 / Comments Off on Recognizing Traits of Effective Thought Leaders

By: Sarah Dobek Key Points Thought leaders turn firm expertise into actionable insights that build credibility and trust. The best candidates think beyond the numbers, anticipate the future, and display authentic passion. Firms should identify and intentionally develop these individuals through training and visibility opportunities.   Developing and nurturing thought leaders within your accounting firm…

Tips for Growing Your Accounting Firm’s Marketing Team

By Sarah Dobek / March 29, 2023 / Comments Off on Tips for Growing Your Accounting Firm’s Marketing Team

Key Points Staff augmentation, via technology, contractors, or outsourcing, helps accounting firms scale marketing capacity without adding full-time headcount. Choosing the right model depends on cost, required skill sets, and access needs, supported by clear goals, timelines, and expectations. Blending tools and talent (automation + specialists) improves speed, quality, and ROI for marketing execution in…

The 4 Traits of a Successful Business Developer

By Sarah Dobek / March 8, 2023 / Comments Off on The 4 Traits of a Successful Business Developer

Key Points The most effective business developers succeed through mindset, curiosity, service, and resilience—not just process or volume. Building trust through genuine curiosity and service-first interactions creates stronger client relationships and more referrals. Proactive, optimistic professionals with a growth mindset consistently turn opportunities into lasting business success.   When most people think of business development,…