Sarah Dobek

Sarah Dobek, President and founder of Innovatus Consulting, specializes in helping accounting firms develop effective sales pipelines. She discusses how transitioning sales processes from mental tracking to formal structures can boost accountability and growth. Key topics include navigating each stage of the client journey, the importance of lead qualification, and efficient onboarding practices. Dobek emphasizes that integrating practice management systems is crucial for success, allowing firms to adapt their sales strategies to their unique culture.

Sarah Dobek, President and founder of Innovatus Consulting, shares her insights into modern accounting practices. She emphasizes the importance of selecting the right key performance indicators (KPIs) for growth. Real-time data is crucial for effective decision-making, outweighing outdated historical metrics. Dobek discusses the need for data-driven strategies to foster innovation, highlighting how firms can evolve by tracking sales metrics and leveraging technology. She also addresses the challenges of data management and the transformative role of AI in enhancing performance analysis.

Sarah Dobek, founder and president of Innovatus Consulting, shares her expertise on aligning pricing strategies with ideal client profiles amid evolving market dynamics. She argues that hourly billing is outdated and that firms often miss margins by not reflecting their true value in pricing. Sarah emphasizes transparency and communication to educate clients about pricing. By defining client tiers and adopting a proactive approach, firms can better match their services to the right clients, ultimately enhancing trust and engagement.