bonus

The 2023 Growth Outlook for CPA Firms Survey: Bonus

Published on: 7th November, 2022

This is a special bonus episode to discuss the Survey to Explore the Growth Outlook for CPA Firms in 2023. Hear Rob Brown interview Sarah Johnson Dobek, president and founder of Inovautus, a national consulting firm that develops strategies, programs, and training designed to help accounting firms grow faster and in the right direction.

To take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.

In this bonus show, we discuss:

⫸ why it's both exciting and tough to be in an accounting practice right now

⫸ why growth is not very strategic for accounting firms as many grow in the wrong way with the wrong kind of work

⫸ the origins of the Growth Outlook Survey for accountancy practices to see how they were responding the pandemic

⫸ comments on the massive investment into technology for accounting firms, for good and for bad

⫸ how the survey informs strategy for pricing, sales, growth, marketing, client experience, tech stacks, recruitment and what is really working for accounting firms

⫸ what makes growth more about mindset and strategy than numbers, lead gen and revenue for accountants

⫸ comparing this survey to other benchmarking studies in the accounting and fintech space

⫸ shout out to Nicole Sterling and the excellent AAM (Association of Accounting Marketing) at https://accountingmarketing.org

⫸ what none of the accounting and fintech surveys are touching, and why the 2023 Growth Outlook for CPA Firms Survey is different

⫸ how best practice is hard to define in today's challenging world for accountants and CPAs

⫸ how diversity, equity, inclusion, justice and accessibility are affecting accountancy practices in the area of growth

⫸ why accounting firms become extinct and the changing landscape of the working population

⫸ the challenges involved in research that is representative of a very diverse accounting profession and different firm sizes

⫸ how marketing professionals in accounting firms are becoming increasingly strategic in supporting firm growth

⫸ the key challenges that accounting practices face in differentiating themselves to drive growth and recruitment

⫸ key questions accountancy firm leaders should be asking themselves in considering the different ways to grow

⫸ what accountancy practices get wrong when it comes to building brand awareness and driving growth

⫸ why there is much less room for error in getting the right growth strategies for accounting firms, and why some may not make it

⫸ to take part in the survey and get the results for free, go to https://inovautus.com/ before Nov 11 2022 when it closes.

⫸ why accounting professionals should take this survey and stay informed rather than just hoping you're doing the right thing

You can also watch a video of this episode on Youtube here: https://youtu.be/AFZY1krsFwA

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.

When she's not in the office, you can find Sarah skiing, camping, golfing, hiking or just enjoying her backyard with her husband, dog and 2 children.

https://www.linkedin.com/in/sjjohnson

Twitter: sarah_johnson28

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About the Podcast

Accounting Voices Podcast
Accounting Voices helps people in the accounting world stay relevant visible and vocal. Host Rob Brown interprets trends reshaping the profession and gives listeners insight to build authority influence and a stronger voice in firms and markets.
Accounting Voices, hosted by Rob Brown, helps decision makers and leaders in accounting and finance stay relevant, visible and vocal in a profession being reshaped by technology, private equity, regulation and shifting client expectations. Each episode interprets the trends disrupting accounting and finance such as AI, automation, M&A, talent and the move to advisory and translates them into practical insight that strengthens authority and influence.
Accounting Voices is also a platform for the wider ecosystem of networks, associations, educators, consultants, software vendors and technology experts who serve accountants and finance professionals worldwide. It extends into regular Accounting Voices networking sessions that connect this audience and amplify ideas that move the profession forward. With its international reach and long shelf life the show delivers credibility and commercial value for listeners and sponsors alike. Search for "Accounting Voices" on YouTube for all episodes and connect with Rob Brown on LinkedIn to find out more: https://www.linkedin.com/in/therobbrown

About your host

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Rob Brown

ob Brown is the creator and host of the Accounting Voices Network, a media platform that includes the flagship solo podcast Accounting Voices and the panel shows Accounting M&A and Accounting Tech. He chairs conferences, panels and virtual events worldwide and is recognised as a leading advocate for the accounting profession.

He is an accomplished speaker and authority on trust, reputation, employer brand, talent, succession, executive presence and the forces shaping the future of accounting. Rob is the author of the bestselling book Build Your Reputation (Wiley) and his TEDx talk The Personal Brand of You has been viewed more than 400,000 times.

A former co-founder of the Accounting Influencers Roundtable, Rob now focuses on amplifying the voices of leaders, firms, networks, vendors and influencers across the global accounting ecosystem.

Outside of work he is a stroke survivor, lives with epilepsy, holds a black belt in kickboxing and is based in Nottingham, UK. He plays chess and backgammon, loves orange chocolate and is allergic to grapefruit.