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
Maximizing CRM Adoption: Strategies for Accounting Firms
Key Points Successful CRM adoption in accounting firms requires leadership buy-in, continuous training, and clear communication of value. When CRM…
Client Approval and Pricing: Protecting Your Bandwidth
Key Points Strong client approval processes and clear pricing standards protect your firm’s bandwidth, profitability, and culture. Aligning client fit…
Training Accountability: Fueling Success in Accounting Firms
Key Points Training accountability transforms professional development from a checkbox activity into a driver of firm growth and employee engagement.…
