Content Provider
Free cpe webinars
Advising Clients Through Uncertainty


Cost Free
Presentation Length 1.0 hour

Recorded DateApril 2, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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

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Sarah Johnson Dobek

Inovautus Consulting
Chief Growth Strategist and Founder
(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.

About Our Presenter

We’re your marketing partner, from strategy, plan development and execution to digital services and content creation. Our mission is to help you build a better growth culture. A one-off vendor we’re not; we are your marketing arm, to whatever degree that fits in your organization. Our team approach has proven to be very successful across our client base. We are to be counted upon – the same way you count on your key employees. It’s a true long-term partnership. We care about the growth of your firm, just like we care about the growth of our company. The two go hand-in-hand.