five post-tax season growth ideas

pull out your notes from client meetings.

by sarah johnson dobek
inovautus consulting

we believe you should be marketing your services during tax season because it’s the very best time to grow your business. we also realize that many professionals experience a lull in their business development and marketing activities simply because seasons overlap.

more: six tips for winning more proposals | four ways to propel new cpas into growing your firm | four ways to help young rainmakers build their skills | seven reasons your growth plans are stalled | take the pressure of ‘selling’ out of ‘cross-selling’
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spring taxes are followed by conference season, which leads into summer vacation – and next thing you know, kids are going back to school and the fall deadline is whispering your name. we want to see you grow in every season so we’ve compiled five ideas to keep your growth momentum going.

posted on july 18, 2022

sarah johnson dobek

about the author

sarah johnson dobek is president and founder of inovautus consulting, a national consulting firm that develops strategies, programs, and training designed to help accounting firms grow faster and in the right direction.

she is a contributing author to bridging the gap: strengthening the connection between current and emerging leaders in the cpa profession

sarah and her team work with firms to assess their growth goals and execute practical marketing and business development plans. with her unique background in operations, human resources, practice management, and marketing, sarah delivers insightful, practical advice that guides organizations down the right path toward achieving the growth they desire. sarah's ability to understand where an organization is starting from, coupled with her disciplined approach to best practices, drives results for firms and helps them to evolve.

prior to forming inovautus, sarah was the director of marketing for a chicago-based accounting firm and the director of consulting services at pdi global, where she learned the nuts and bolts of public accounting firms and the importance of aligning marketing, people, and practice management strategies to achieve growth.

sarah is a sought-after speaker for conferences, board meetings, and professional service associations and societies. she is a thought leader appearing throughout the profession through articles, podcasts, and videos in accounting today, cpa society publications, the aicpa journal, cpa practice advisor, and more.

having been named a "top 100 most influential person" by accounting today in 2013, 2014, 2016, 2017, and 2018, and a three-time "top 20 under 40 vendor" by cpa practice advisor, sarah is without a doubt glued into the profession. living and breathing her passion, she's also a member and former board member of the association for accounting marketing (aam) and the past president and member of the cpa consultants alliance.

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