As firms respond to the current pandemic, it is hard to imagine thinking about doing more than just surviving. As CPAs, you are uniquely positioned to be a valuable resource to your clients right now. How you engage with your clients and advise them now will impact how well you thrive coming out of the current environment. Join us to learn about what you should be focused on right now to survive and thrive.
We’ll discuss the following topics:
- How to prioritize your efforts
- What your client service should be focused on right now
- How to talk to your clients about the impacts of COVID-19 to their business
- Discussing fees in a time of crisis
- Approaches for revenue generation
- Key communications you must be staying on top of right now
Sarah Johnson Dobek
Inovautus Consulting
Chief Growth Strategist and Founder
[email protected]
(773) 208-7170
I am passionate about helping accounting firms, state CPA societies and vendors to the accounting profession grow. Through my experience as a former accounting firm marketing and hr director as well as through my role as an advisor to CPA firm leaders, I have learned that for firms to grow they have to do two things well- bring in new business while retaining current business AND they must retain the right talent. I am lucky enough to be in a position to help accounting firms do just this.
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