About
In 20+ years I have worked with over 100 CPA firms and I’ve discovered they all hit…
Articles by Sarah
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5 Best-in-Class Ideas to Improving Client Service
5 Best-in-Class Ideas to Improving Client Service
By Sarah Johnson Dobek
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6 Tips to Engage Young Managers, Staff in Your Growth
6 Tips to Engage Young Managers, Staff in Your Growth
By Sarah Johnson Dobek
Contributions
Activity
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We're thrilled to announce that Allison Duke, CPA, Director of Audit and Assurance Services, has been honored with the Women to Watch: Emerging…
We're thrilled to announce that Allison Duke, CPA, Director of Audit and Assurance Services, has been honored with the Women to Watch: Emerging…
Liked by Sarah Johnson Dobek
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Happy New Planner Day to me! This is more than a way to keep track of my day-to-day. This is a blank slate of possibilities to explore, and a place…
Happy New Planner Day to me! This is more than a way to keep track of my day-to-day. This is a blank slate of possibilities to explore, and a place…
Liked by Sarah Johnson Dobek
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Had a blast yesterday at one of my favorite monthly lunch and learns hosted by First United Bank! Cherry on top was that Daniel Boarder, Partner in…
Had a blast yesterday at one of my favorite monthly lunch and learns hosted by First United Bank! Cherry on top was that Daniel Boarder, Partner in…
Liked by Sarah Johnson Dobek
Experience
Education
Volunteer Experience
Publications
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How to Involve Your Young CPAs in Growing Your Firm
Inovautus Consulting
It’s no secret that a lot of CPA firms are facing succession of partners now – and will for years to come. As we work with firms to help them grow, one of the most common questions we get is how to involve their young people and what should they be doing?
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Inbound Marketing for CPA Firms
CCH
Individual selling is important, but there is only so much time each person has to identify, build, and pursue opportunities – even if those opportunities are coming from referrals. Learn how to use inbound marketing to convert traffic to leads and leads to sales.
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How to Launch a Content Marketing Strategy
CCH
What if you could build a program or process that brought potential clients to you, distinguished you and allowed you to bill for premium services? Content marketing can do all of the above and more when executed with forethought and attention to best practices. Before you write this off, consider that content marketing is more than a one off article or white paper. Find out what you need to know to do this correctly to generate results for your firm.
Other authorsSee publication -
Tapping into the Power of LinkedIn
CCH
LinkedIn is more than just a database. In less than 10 years, it has become the largest professional networks in the world. With more than 200 Million global members and over 100,000 CPAs online, it can’t be ignored. Find out what you should be doing to tap into the power of LinkedIn for your firm.
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How to turn your social network into revenue for your firm
CPA Practice Management Forum
This article covers how to generate revenue form your social networks and provides a real live case study on a firm that successfully generate half a million dollars in business through LinkedIn.
Honors & Awards
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Hall of Fame
Association for Accounting Marketing
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2019 Top 100 Most Influential People
Accounting Today
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2018 Top 100 Most Influential People
Accounting Today
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20 Under 40
CPA Practice Advisor
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2017 Top 100 Most Influential People in Accounting
Accounting Today
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20 Under 40
CPA Practice Advisor
CPA Practice Advisor is the definitive resource for information to tax and accounting professionals in public practice across the United States. Each year it releases an annual 40 Under 40 Awards, a program designed to recognize and honor young leaders who are helping to positively shape the accounting and tax profession. CPA Practice Advisor also recognizes 20 Under 40 Superstars, who are young leaders helping advance the profession through their roles in technology, education, consulting and…
CPA Practice Advisor is the definitive resource for information to tax and accounting professionals in public practice across the United States. Each year it releases an annual 40 Under 40 Awards, a program designed to recognize and honor young leaders who are helping to positively shape the accounting and tax profession. CPA Practice Advisor also recognizes 20 Under 40 Superstars, who are young leaders helping advance the profession through their roles in technology, education, consulting and firm development.
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2016 Top 100 Most Influential People In Accounting
Accounting Today
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2014 Top 100 Most Influential Person Award
Accounting Today
Accounting Today is a leading provider of business news for the tax and accounting community, offering breaking news, in-depth features, insightful editorial analysis, and a host of Web-related resources and services. The top 100 Most Influential People is an annual list of the thought-leaders and change-makers who are shaping the profession.
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2013 Top 100 Most Influential Person
Accounting Today
Accounting Today is a leading provider of business news for the tax and accounting community, offering breaking news, in-depth features, insightful editorial analysis, and a host of Web-related resources and services. The top 100 Most Influential People is an annual list of the thought-leaders and change-makers who are shaping the profession.
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Join now to viewMore activity by Sarah
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Our PE Summit in November is shaping up to be a powerful event -- we've already got a phenomenal set of co-chairs in Allan Koltin, Bob Lewis and…
Our PE Summit in November is shaping up to be a powerful event -- we've already got a phenomenal set of co-chairs in Allan Koltin, Bob Lewis and…
Liked by Sarah Johnson Dobek
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#WhitelyPenn recently hosted our annual Staff and Board Retreat. Felix J. Lozano III, CPA, CFE welcomed us to the Plano offices and shared his "Y"…
#WhitelyPenn recently hosted our annual Staff and Board Retreat. Felix J. Lozano III, CPA, CFE welcomed us to the Plano offices and shared his "Y"…
Liked by Sarah Johnson Dobek
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🎙️ Excited to Share My Latest Podcast Appearance! 🌟 I had the pleasure of joining Dan Hood, Editor-in-Chief of Accounting Today, on their podcast…
🎙️ Excited to Share My Latest Podcast Appearance! 🌟 I had the pleasure of joining Dan Hood, Editor-in-Chief of Accounting Today, on their podcast…
Shared by Sarah Johnson Dobek
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📢 We’re Hiring! Are you a pro at digital marketing, design and social media? We’re hiring a Marketing Specialist to work with top accounting firms…
📢 We’re Hiring! Are you a pro at digital marketing, design and social media? We’re hiring a Marketing Specialist to work with top accounting firms…
Liked by Sarah Johnson Dobek
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I spent the past two days in beautiful Stillwater, MN with the Abdo partner group for our annual retreat, facilitated by Gary Thomson. Our vision for…
I spent the past two days in beautiful Stillwater, MN with the Abdo partner group for our annual retreat, facilitated by Gary Thomson. Our vision for…
Liked by Sarah Johnson Dobek
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I have been speaking and writing extensively about how the accounting profession is evolving. As a result, my consulting practice, Thomson…
I have been speaking and writing extensively about how the accounting profession is evolving. As a result, my consulting practice, Thomson…
Liked by Sarah Johnson Dobek
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Today I did a big, scary, vulnerable thing. I shared my personal journey around change with an amazing group of people. I speak all the time, but not…
Today I did a big, scary, vulnerable thing. I shared my personal journey around change with an amazing group of people. I speak all the time, but not…
Shared by Sarah Johnson Dobek
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I’m thrilled that Chad Person and I will present an encore session at the BDO Alliance USA’s EVOLVE: Encore event! 🎉 Our session, "What Is the…
I’m thrilled that Chad Person and I will present an encore session at the BDO Alliance USA’s EVOLVE: Encore event! 🎉 Our session, "What Is the…
Shared by Sarah Johnson Dobek
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🎙️ Excited to Share My Latest Podcast Appearance! 🌟 I had the pleasure of joining Dan Hood, Editor-in-Chief of Accounting Today, on their podcast…
🎙️ Excited to Share My Latest Podcast Appearance! 🌟 I had the pleasure of joining Dan Hood, Editor-in-Chief of Accounting Today, on their podcast…
Shared by Sarah Johnson Dobek
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I am always honored to discuss growth with Daniel Hood on the Accounting Today podcast. Practice Leaders play an important role in growth today and…
I am always honored to discuss growth with Daniel Hood on the Accounting Today podcast. Practice Leaders play an important role in growth today and…
Shared by Sarah Johnson Dobek
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