Inovautus Consulting

This , we celebrate the incredible women in accounting and finance. Their expertise and leadership drive innovation and growth in the profession. Join us in honoring their contributions today and every day.

At Inovautus Consulting, we specialize in HubSpot Implementation Consulting for accounting firms, combining nearly two decades of industry insight with innovative solutions to unlock your potential and streamline processes.

Why Inovautus?
💡 Bespoke Strategies: Tailored solutions that understand and address the unique challenges of the accounting world.
🛠️ End-to-end Support: From process evaluation to automated workflow creation, ensuring a seamless HubSpot integration.
🔍 Custom Implementation: Strategies are crafted to align with your firm’s goals and vision.

Ready to lead with technology? Discover more: https://hubs.la/Q02kWpvz0

Embark on a journey of strategic growth as we head into 2024. Our white paper demystifies the latest accounting trends and sets the stage for your firm's success.

Ready to lead? Download our guide now and start your path to success.
Mastering Strategic Growth: The 2024 Guide for Accounting Growth Leaders White Paper https://hubs.la/Q02kL7BR0

🔑 Unleashing Success: Qualities of a Top Business Developer 🔑

In the ever-evolving world of business development, certain traits set the trailblazers apart. Let's delve into the key characteristics that drive success in this role! 💼🌟

1️⃣ Adaptability: Thriving in dynamic environments, successful business developers embrace change as an opportunity for growth. Their agility in pivoting strategies and overcoming challenges keeps them ahead of the game. 💪

2️⃣ Exceptional Communication: Building strong relationships is an art, and effective communication holds the key. Top business developers possess outstanding interpersonal skills that forge deeper connections with clients, partners, and colleagues. 🤝💬

3️⃣ Strategic Vision: Beyond short-term wins, victorious business developers focus on the bigger picture. Their vision enables them to identify opportunities, foresee trends, and craft innovative solutions that propel their organizations forward. 🚀🔮

4️⃣ Resilience: Rejection and setbacks are inevitable, but winners refuse to let them define their journey. Resilient business developers bounce back stronger, using experiences as stepping stones towards future triumphs. 💪💡

5️⃣ Continuous Learning: The business world is brimming with knowledge, and successful business developers are avid learners. They invest time in self-improvement, staying abreast of industry trends and expanding their skill set to stay ahead of the curve. 📚⚡

Remember, these qualities are more than mere checkboxes; they form the bedrock of extraordinary success. Whether you're a business developer or aspire to become one, nurture these traits and soar to new heights in your career! 🎯✨



Read our blog here: https://hubs.la/Q02jZbWz0

📈 Are you ready to take your accounting firm to new heights? 🚀Let's dive into the true meaning of 'growth' for your business. It's not just about numbers, but a transformative journey that touches every corner of your organization. Whether you're a small firm or a big player, we want to empower you to unlock your full potential. Join us on this exciting path to growth and success! Read the blog now: https://hubs.la/Q02jZ7gG0 Share your thoughts below: What does 'growth' mean to your firm? How are you cultivating a culture of growth?

Business development and sales may seem scary for accountants. Once you turn it into a numbers game, it becomes fun and exciting. Keep reading to understand how to break down the sales process: https://cstu.io/f212b3

📣 We are a week away from The Practice Leader's Critical Role in Governance webinar!
✅ Register today: https://cstu.io/239357

Discover why leadership and ownership alignment are critical to CPA firm success and where your Practice Leaders fit into the governance structure. Our very own Sarah Johnson Dobek will be joining Gary Thomson, CPA of Thomson Consulting, and Karen Furstenberg, CPA, Strategic Advisor on 𝗝𝗮𝗻𝘂𝗮𝗿𝘆 𝟯𝟭, 𝟮𝟬𝟮𝟰, 𝗮𝘁 𝗻𝗼𝗼𝗻 𝗘𝗦𝗧, to take a deep dive into how your Practice Leaders can and should contribute to your firm's growth operationally and externally.

This is a conversation you won't want to miss. Register today and be part of this critical discussion!

Hard conversations don't go away just because you avoid them. Here's what to do when you have to turn away business. Watch now: https://youtu.be/ku5oC70LfWM

Turning Away Business, Respectfully

Ready for a fresh infusion of ideas? We'll send you the latest in practical ideas geared toward helping your accounting firm grow. Ready for something different? Sign up here: https://cstu.io/2ac27a

Sometimes you just need a little boost to help your team or your firm get to the next level. Enter the Complete Professional Advisor Micro Programs. Update your LinkedIn Profile, create deeper relationships, and fit these courses around your schedule.
Learn more here: https://cstu.io/520511
Find the courses here: https://cstu.io/37b268

The Complete Professional Advisor: Micro Programs Sometimes it’s getting you the fundamentals you need to get started. Other times, it’s as simple as participating in a refresher course on technical skills s...

Don't miss out on the opportunity to learn how your Practice Leaders fit into your firm's governance structure!

On January 31, 2024, industry experts Gary Thomson, CPA and Founder of Thomson Consulting; Sarah Johnson Dobek, our President and Founder; and Karen Furstenberg, CPA, Strategic Advisor, are coming together to share insights on the critical role your Practice Leaders should play in driving your firm's growth in a virtual webinar.

✅ Register now: https://cstu.io/5eda09

Are you ready to grow your profitability in 2024? Here are 10 KPIs to keep track of for accounting firm growth: https://cstu.io/5eee3c

Top 10 KPIs to Assess for Accounting Firm Growth - Inovautus

Are you using your LinkedIn account to its full potential? These tips will help you start to build your connections and referral network: https://cstu.io/82a8fc

Are you struggling to retain top talent in your organization? Believe it or not, internal communication could be the secret weapon you need. Many talented people leave because they feel left out, not because of pay or benefits.

Surveys show that feeling connected and informed boosts employee engagement and retention. Don't let good employees slip away. Make sure your internal communication strategy is deliberate and effective. Learn more in this article by Chad Person on our website here: https://cstu.io/949e55

How Internal Communication Can Enhance Employee Retention Good internal communication requires deliberate effort and strategy. Recognizing this is essential for firms wanting to enhance employee retention strategies.

🌟 Upcoming Webinar Alert! 🌟

Are your Practice Leaders integral to your firm's governance, or do they focus solely on market-facing roles? It's time to explore the expansive roles they can play in driving your CPA firm's growth.

Join us on January 31, 2024, at noon EST for a discussion with industry experts: Gary Thomson, CPA and Founder of Thomson Consulting; Sarah Johnson Dobek, our President and Founder; and Karen Furstenberg, CPA, Strategic Advisor.

Discover the operational and external contributions that Practice Leaders can bring to your firm. Don't miss out on this opportunity to gain valuable insights!

✅ Register now: https://cstu.io/5eda09

Do you need CPE credits? All our training courses offer CPE credit, a self-study option, and you can complete them at your own pace!

Check out our new Training Program page for more information!

🔗 https://cstu.io/d97cd1

It's known that email can hamper productivity, acting as a distraction more than helping at times. Here are some easy ways to increase your team's productivity just by changing how you use email: https://cstu.io/02949c

As we ring in the first week of the new year, we challenge you to:
✨ Keep striving for existing goals not yet achieved
✨ Find new milestones to reach for
✨ Remember that each day is a new start.

We love our work! Sarah Dobek and Stephanie Crow facilitated the National Alliance of Auto Dealer Advisors (NAADA) association’s Fall 2023 Meeting.

Are you a CPA who serves dealers? Check out this highly specialized group for CPAs that keeps them up to speed on all things dealerships.

How do you compensate a business development professional, striking the right balance between base salary and commission? Understanding your goals is the first step.

Check out Ty Hendrickson on Association for Accounting Marketing (AAM) Amplify, discussing all the steps and insights you need to compensate your business development team.

Listen here: https://cstu.io/d58c8b

Everyone at Inovautus Consulting wants to express our warmest wishes to you and your loved ones.

May your holiday be filled with joy, peace, and all the good things in life. We are grateful for all our clients and their support throughout the year and look forward to serving you in the coming year. Happy Holidays!

🌟 Everyone is unique, and that’s why our one-on-one coaching is customized to meet you where you are.

🔎 Check out our new Coaching Programs page to see how we can help you achieve your personal and professional goals! https://cstu.io/5bc8a8

🎄To celebrate the holiday season, we asked each person at Inovautus to share their favorite holiday memory, and we're excited to share them with you.

Chad Person said his favorite holiday memory is: "𝘋𝘦𝘤𝘰𝘳𝘢𝘵𝘪𝘯𝘨 𝘵𝘩𝘦 𝘵𝘳𝘦𝘦 𝘰𝘶𝘵𝘴𝘪𝘥𝘦 𝘰𝘧 𝘰𝘶𝘳 𝘩𝘰𝘮𝘦 𝘸𝘪𝘵𝘩 𝘮𝘺 𝘸𝘪𝘧𝘦 𝘢𝘯𝘥 𝘬𝘪𝘥𝘴."

What are some of your favorite holiday memories? Share them in the comments below! 👇

🎄To celebrate the holiday season, we asked each person at Inovautus to share their favorite holiday memory, and we're excited to share them with you.

Stephanie Crow said, "𝘖𝘯𝘦 𝘰𝘧 𝘮𝘺 𝘧𝘢𝘷𝘰𝘳𝘪𝘵𝘦 𝘩𝘰𝘭𝘪𝘥𝘢𝘺 𝘮𝘦𝘮𝘰𝘳𝘪𝘦𝘴 𝘪𝘴 𝘷𝘪𝘴𝘪𝘵𝘪𝘯𝘨 𝘵𝘩𝘦 𝘛𝘰𝘭𝘦𝘥𝘰 𝘡𝘰𝘰 𝘓𝘪𝘨𝘩𝘵𝘴 𝘸𝘪𝘵𝘩 𝘮𝘺 𝘨𝘳𝘢𝘯𝘥𝘮𝘢 𝘢𝘯𝘥 𝘤𝘰𝘶𝘴𝘪𝘯𝘴. 𝘎𝘳𝘰𝘸𝘪𝘯𝘨 𝘶𝘱, 𝘸𝘦 𝘢𝘭𝘸𝘢𝘺𝘴 𝘱𝘭𝘢𝘯𝘯𝘦𝘥 𝘢 𝘻𝘰𝘰 𝘵𝘳𝘪𝘱 𝘵𝘰 𝘴𝘦𝘦 𝘵𝘩𝘦 𝘭𝘪𝘨𝘩𝘵𝘴. 𝘛𝘩𝘦 𝘥𝘦𝘤𝘰𝘳𝘢𝘵𝘪𝘰𝘯𝘴 𝘢𝘳𝘦 𝘮𝘺 𝘧𝘢𝘷𝘰𝘳𝘪𝘵𝘦 𝘱𝘢𝘳𝘵 𝘰𝘧 𝘵𝘩𝘦 𝘩𝘰𝘭𝘪𝘥𝘢𝘺𝘴. 𝘐 𝘢𝘮 𝘴𝘵𝘦𝘢𝘥𝘧𝘢𝘴𝘵 𝘪𝘯 𝘯𝘰𝘵 𝘥𝘦𝘤𝘰𝘳𝘢𝘵𝘪𝘯𝘨 𝘶𝘯𝘵𝘪𝘭 𝘢𝘧𝘵𝘦𝘳 𝘛𝘩𝘢𝘯𝘬𝘴𝘨𝘪𝘷𝘪𝘯𝘨 (𝘐 𝘭𝘪𝘬𝘦 𝘮𝘺 𝘧𝘢𝘭𝘭 𝘥𝘦𝘤𝘰𝘳 𝘢𝘴 𝘸𝘦𝘭𝘭). 𝘈𝘯𝘰𝘵𝘩𝘦𝘳 𝘵𝘳𝘢𝘥𝘪𝘵𝘪𝘰𝘯/𝘮𝘦𝘮𝘰𝘳𝘺 𝘩𝘢𝘴 𝘢𝘭𝘸𝘢𝘺𝘴 𝘣𝘦𝘦𝘯 𝘵𝘰 𝘥𝘦𝘤𝘰𝘳𝘢𝘵𝘦 𝘮𝘺 𝘨𝘳𝘢𝘯𝘥𝘮𝘢'𝘴 𝘵𝘳𝘦𝘦 𝘵𝘩𝘦 𝘥𝘢𝘺 𝘢𝘧𝘵𝘦𝘳 𝘛𝘩𝘢𝘯𝘬𝘴𝘨𝘪𝘷𝘪𝘯𝘨. 𝘎𝘳𝘰𝘸𝘪𝘯𝘨 𝘶𝘱, 𝘸𝘦 𝘸𝘰𝘶𝘭𝘥 𝘴𝘱𝘦𝘯𝘥 𝘵𝘩𝘦 𝘯𝘪𝘨𝘩𝘵 𝘢𝘯𝘥 𝘥𝘦𝘤𝘰𝘳𝘢𝘵𝘦 𝘩𝘦𝘳 𝘩𝘰𝘶𝘴𝘦 𝘧𝘰𝘳 𝘊𝘩𝘳𝘪𝘴𝘵𝘮𝘢𝘴 𝘵𝘩𝘦 𝘯𝘦𝘹𝘵 𝘥𝘢𝘺. 𝘈𝘯𝘥 𝘰𝘧𝘵𝘦𝘯, 𝘸𝘦 𝘴𝘵𝘪𝘭𝘭 𝘥𝘰! 𝘔𝘺 𝘧𝘢𝘮𝘪𝘭𝘺, 𝘢𝘶𝘯𝘵𝘴, 𝘤𝘰𝘶𝘴𝘪𝘯𝘴, 𝘢𝘯𝘥 𝘢𝘭𝘭 𝘩𝘦𝘢𝘥 𝘰𝘷𝘦𝘳 𝘵𝘰 𝘮𝘺 𝘨𝘳𝘢𝘯𝘥𝘮𝘢'𝘴 𝘵𝘩𝘦 𝘍𝘳𝘪𝘥𝘢𝘺 𝘢𝘧𝘵𝘦𝘳 𝘛𝘩𝘢𝘯𝘬𝘴𝘨𝘪𝘷𝘪𝘯𝘨 𝘢𝘯𝘥 𝘱𝘶𝘵 𝘶𝘱 𝘵𝘩𝘦 𝘵𝘳𝘦𝘦 𝘢𝘯𝘥 𝘢𝘭𝘭 𝘵𝘩𝘦 𝘥𝘦𝘤𝘰𝘳𝘢𝘵𝘪𝘰𝘯𝘴."

What are some of your favorite holiday memories? Share them in the comments below! 👇

💼 Are you a dynamic professional passionate about developing and delivering sales & business development training programs?

🧑‍🏫 Do you excel in facilitating engaging training sessions and have a knack for coaching?

Ready to make a significant impact?

📣 If so, we want to hear from you!

Learn more here: https://cstu.io/dbdb4f

Customer Relationship Management (CRM) software is a crucial tool for accounting firms to manage their clients, improve communication, and gain valuable insights for business growth.

However, many accounting firms struggle with low CRM adoption rates among their staff despite its many benefits.

To help accounting firms unlock their full potential, our article outlines effective strategies to maximize CRM adoption rates. Click on the link below to learn more.

Maximizing CRM Adoption: Strategies for Accounting Firms Unlock the power of CRM systems for your accounting firm! 📈 Learn how to enhance client relationships, streamline communication, and make data-driven decisions with our latest article. Maximize CRM adoption and stay ahead in the competitive market. Read now!

Wow, we are thrilled to share that our very own Sarah Dobek has been recognized as one of Accounting Today's 2023 top 100 most influential people in accounting for the 10th time! Congratulations, Sarah, on this incredible achievement. A big round of applause to all the other exceptional individuals who made the list, too!

🎄To celebrate the holiday season, we asked each person at Inovautus to share their favorite holiday memory, and we're excited to share them with you.

Sarah Dobek said her favorite holiday memory is: "𝘞𝘢𝘵𝘤𝘩𝘪𝘯𝘨 𝘮𝘺 𝘤𝘩𝘪𝘭𝘥𝘳𝘦𝘯 𝘰𝘱𝘦𝘯 𝘵𝘩𝘦𝘪𝘳 𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘴 𝘰𝘯 𝘊𝘩𝘳𝘪𝘴𝘵𝘮𝘢𝘴 𝘢𝘯𝘥 𝘨𝘦𝘵 𝘴𝘰 𝘦𝘹𝘤𝘪𝘵𝘦𝘥 𝘵𝘰 𝘴𝘦𝘦 𝘚𝘢𝘯𝘵𝘢 𝘩𝘢𝘴 𝘣𝘳𝘰𝘶𝘨𝘩𝘵 𝘵𝘩𝘦𝘮 𝘵𝘩𝘦 𝘰𝘯𝘦 𝘵𝘩𝘪𝘯𝘨 𝘵𝘩𝘦𝘺 𝘳𝘦𝘢𝘭𝘭𝘺 𝘸𝘢𝘯𝘵𝘦𝘥."

What are some of your favorite holiday memories? Share them in the comments below! 👇

The accounting profession is so much more than just numbers! It's about building strong client relationships based on trust, shared values, capabilities, and business goals.

🔍 In our latest article, we explore how firms can drive sustainable growth by aligning pricing guidelines with client expectations and optimizing client approval processes. Check it out!

Client Approval and Pricing: Protecting Your Bandwidth The right pricing standards and client approval processes ensure that the firm aligns with clients who resonate with its values, capabilities, and business goals.

🚀 Understanding that each accounting firm has a unique culture, services, and growth ambitions is key to recognizing the challenges they face, especially when it comes to business development.

🌟 We pride ourselves on our ability to deliver personalized strategies that meet your unique requirements.

🔎 Check out our new website to learn more about how we can help you achieve your business development goals! https://cstu.io/c426f9