here’s what you’re looking for: sarah johnson dobek

featured

five ways to grow new service lines

you may have to manage them differently.

by sarah johnson dobek
inovautus consulting

as more and more cpa firms venture into consulting services, they will be faced with the question of how they should expand their non-traditional services. some of the more common service areas include technology, wealth management and specialized consulting services for a niche or industry.

more: how crisis illuminates your biz dev skills | take the pressure of ‘selling’ out of ‘cross-selling’ | don’t confuse marketing with biz dev | business development and sales aren’t scary
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as firms look to these affiliated service lines and entities to be part of their growth, the move often presents some major challenges. here are a few tips to help avoid or address some of the most common challenges.
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featured

how crisis illuminates your biz dev skills

relationships remain king.

by sarah johnson dobek
inovautus consulting

a common turn of phrase is that a crisis reveals our character in how we respond. while that may be true in some respects, i believe what a crisis actually uncovers is how effective we are with our skills. the question is, what is this crisis revealing about your cpa firm’s business development skills?

more: take the pressure of ‘selling’ out of ‘cross-selling’ | don’t confuse marketing with biz dev | business development and sales aren’t scary
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

it’s easy to sell when selling is easy. you don’t have to be as effective; skills don’t have to be as honed. frankly, it’s easier to get by with mediocre skills.
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marketing & sales

don’t confuse marketing with biz dev

or your revenue growth could get stuck.

by sarah johnson dobek

marketing and business development. when these two functions work in tandem, accounting firm growth can soar. however, too often, misaligned – or unclear – goals and expectations lead these two revenue generators to work independently and become counterproductive.

more: do you ask the right questions to deepen client relationships?
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many professionals get tripped up trying to do both at the same time, so understanding the goal of each is key to a successful growth strategy for accounting firms:

  • marketing: as a one-to-many activity, marketing amplifies your message to build brand awareness and help generate new leads. this includes, but is not limited to, creating thought leadership that feeds the website, social media, and email communications; advertising; event management; identifying potential buyer groups and understanding their personas; and researching new areas for service line and industry growth. these strategies and tactics bring potential new clients and existing clients into your firm’s orbit, allowing you to develop and nurture those relationships into sales.

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featured

do you ask the right questions to deepen client relationships?

uncover a client’s needs with good questions and even better listening.
by sarah johnson dobek

if you’re having the right conversations with your clients, new opportunities naturally come up where you can help them solve their issues beyond compliance.

related: eat that frog: asking for a prospect meeting | growing revenue through client service | business development and sales aren’t scary |

but while you may think you’re having excellent conversations; they’re probably just scratching the surface.

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featured

advisory services: real commitment or just talk?

overhead view of two businessmen meeting in lobbyhow your answer affects growth.

by sarah dobek

the unfolding events of 2020 will continue to be the tailwind of change for the profession.

the most significant and obvious change is the forced adoption of remote/flexible work. so many firms were convinced that remote work just wasn’t feasible. the pandemic has proven otherwise.

more: 2021: you’ll never see ‘normal’ again | survey: we adapted to remote work … now what? | survey: 2020’s disruptions are only the beginning | covid brought us more and better client communication
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

yes, for some firms, it’s not working well. but on closer inspection, these challenges are actually bringing to light systemic management and operational issues. from today’s vantage point, long- term operational change is inevitable as firms evaluate more permanent work-from-home scenarios in both the long and short term.
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client service opportunities

covid: learning how to operate in the new normal

coronavirus crisis management outlook and analysis.

with sarah dobek

we’re out of the crisis stage or the triage mode,” inovautus founder and president sarah dobek tells 卡塔尔世界杯常规比赛时间 in a video interview.”and we’re moving in to the second phase, which is learning how to operate in what everybody’s calling the new normal.”

more covid crisis management videos: jean caragher: how to fight covid-19 ‘fear’ and ‘insecurity’ | jody grunden: covid and client communications | august aquila: what comes after coronavirus? | andrew argue is on a mission | martin bissett: covid slams u.k. accountants, too | bill reeb: covid crisis separates the winners from losers

chaos and confusion make client communications “so critical right now for cpa firms,” she says, adding. ” if clients aren’t getting information, they’re absolutely getting information from your competitors.” read more →

2022年世界杯抽签

new & updated! covid-19 crisis toolkit

https://inovautus.com/ffcratoolkit-cpatrendlines/
click to learn more | save $50 with code cpatrendlines20

guidance, templates, client letters and emails, phone scripts, conversation starters, best practices for your firm – available through 卡塔尔世界杯常规比赛时间.

卡塔尔世界杯常规比赛时间 is partnering with inovautus consulting, a nationally recognized leader in marketing and business development programs for accounting firms, to offer a new client covid-19 client communications and practice management toolkit that will be updated continuously for the duration of the coronavirus crisis.

save $50 today with discount code cpatrendlines20
click here to learn more

the “ffcra+ toolkit” was launched with coverage for the families first coronavirus response and the coronavirus aid, relief and economic security acts, and will include coverage of all future crisis-related legislative, regulatory, and business impacts.

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busy season management

three ways to step up in uncertain times

coronavirus crisis opens new opportunities to serve.

by sarah johnson dobek

in the late hours of march 11, president trump instructed the treasury department to defer tax payments without interest or penalties for certain individuals and businesses negatively impacted by covid-19 pandemic, commonly known as coronavirus.

see 卡塔尔世界杯常规比赛时间 special coronavirus crisis coverage

as many individuals and businesses grapple with the possibility and effects of illness, travel bans, quarantine, and economic distress, accounting professionals have a unique opportunity to step up as proactive advisors.

here are three ways you can help your firm and help your clients through uncertain times.

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