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Why Accountants Can Be Natural Business Builders with Sarah Dobek

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Manage episode 500975495 series 2887088
Content provided by Dustin Serviss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dustin Serviss or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Dustin sits down with Sarah Dobek, founder of Inovautus Consulting, a growth and marketing strategist exclusively serving accounting professionals and firms. With over 20 years of industry experience, Sarah shares how accountants—often viewed as introverted and numbers-focused—can unlock their potential as relationship builders, advisors, and natural salespeople.

What You'll Learn:

  • Why consultative selling plays to the strengths of accounting professionals
  • How to reframe “sales” into “problem solving” to grow your firm
  • The fastest-growing advisory service areas in accounting firms today
  • How AI, automation, and tools like Fathom are transforming client relationships
  • Actionable tips for young accountants to develop business generation skills (including Sarah’s favorite “TED” questioning framework)

Sarah also dives into the evolving CPA firm landscape in 2025, balancing innovation and tradition, and why building human connection—not just technical skill—will define the future success of accounting professionals.

Highlights:

  • The mindset shift accountants need to embrace business development
  • Real stories of firms achieving long-term growth through relationship-first selling
  • How forward-thinking firms are adding new service lines beyond tax and audit
  • Insights on balancing people, processes, and tech in the age of AI

If you’re an accountant, CPA, or professional looking to grow with more intention, this episode is packed with relatable insights and actionable strategies.

Listen now and take the first step toward building a more proactive, profitable, and balanced accounting career.

🎧 Subscribe, rate, and share The Picture of Wealth

Follow @thepictureofwealth on Instagram

More episodes and resources at: thepictureofwealth.com


  continue reading

181 episodes

Artwork
iconShare
 
Manage episode 500975495 series 2887088
Content provided by Dustin Serviss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dustin Serviss or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Dustin sits down with Sarah Dobek, founder of Inovautus Consulting, a growth and marketing strategist exclusively serving accounting professionals and firms. With over 20 years of industry experience, Sarah shares how accountants—often viewed as introverted and numbers-focused—can unlock their potential as relationship builders, advisors, and natural salespeople.

What You'll Learn:

  • Why consultative selling plays to the strengths of accounting professionals
  • How to reframe “sales” into “problem solving” to grow your firm
  • The fastest-growing advisory service areas in accounting firms today
  • How AI, automation, and tools like Fathom are transforming client relationships
  • Actionable tips for young accountants to develop business generation skills (including Sarah’s favorite “TED” questioning framework)

Sarah also dives into the evolving CPA firm landscape in 2025, balancing innovation and tradition, and why building human connection—not just technical skill—will define the future success of accounting professionals.

Highlights:

  • The mindset shift accountants need to embrace business development
  • Real stories of firms achieving long-term growth through relationship-first selling
  • How forward-thinking firms are adding new service lines beyond tax and audit
  • Insights on balancing people, processes, and tech in the age of AI

If you’re an accountant, CPA, or professional looking to grow with more intention, this episode is packed with relatable insights and actionable strategies.

Listen now and take the first step toward building a more proactive, profitable, and balanced accounting career.

🎧 Subscribe, rate, and share The Picture of Wealth

Follow @thepictureofwealth on Instagram

More episodes and resources at: thepictureofwealth.com


  continue reading

181 episodes

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