Sarah is well-known for her perspectives on marketing and sales, firm management, and brand strategy. She has helped hundreds of professionals develop a strategic plan to achieve growth in their careers and their firms.
Sarah is an experienced and dynamic professional speaker with a passion for strategic growth and development. With almost 20 years of experience in the accounting profession, she has developed a deep understanding of how firms work, the opportunities that are often overlooked, and the challenges that hold them back.
Sarah specializes in topics on the future of the profession, marketing, business development, the CGO mindset, strategic growth, and driving culture change. She believes in engaging with her audience and creating an interactive experience that is both educational and challenging. After all, if it doesn’t challenge you, it won’t change you.
Sarah Specializes in the following topics
Latest insights
Practical Ideas for Growth
How to Manage a Sales Pipeline for Accounting Firms
Key Points A well-managed sales pipeline gives accounting firms visibility into revenue opportunities, conversion rates, and progress toward financial goals.…
The Vital Distinction: Strategy First, Planning Afterward
By: Chad Person Key Points Strategy defines where your firm will compete and how it will win, while planning outlines…
Value Propositions 101: What It Is and Why It’s Important
Key Points A strong value proposition clearly defines what makes your accounting firm unique and why clients should choose you…
