Figuring Out: Accounting Firms & the New Sales Era | Podcast #EP35 1 Credit
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Welcome to another exciting Episode of W.T.F. with Saul, sitting with Sarah Dobek—an expert in accounting firm growth strategy. Business development is no longer confined to the C-suite. Today’s firms are seeing a shift where every accountant, from entry-level to senior manager, is expected to contribute to client engagement and growth. But how can we redefine “sales” in a way that feels authentic, not awkward?
In this engaging conversation, Saul and Sarah dive into how to empower accountants to embrace business development as a natural extension of their role. They explore how to move away from hard selling and into value-based client conversations, building confidence and purpose along the way. From mindset shifts to strategic mentoring, this episode lays out a clear path for transforming firm culture and developing modern rainmakers who don’t just chase leads—they create lasting value.
Major Topics:
Whether you're a firm leader or an aspiring rainmaker, this CPE episode will help you reimagine growth from the ground up. Join us and discover how to build a growth culture that sticks.
For more CPE Business Management Courses, Click here.
| License details | Credits | Status |
|---|---|---|
| BusIness Management & Organization for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| BusIness Management & Organization for CPA in Canada | 1 CPD | Eligible |
| BusIness Management & Organization for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1 CPD | Eligible |
| Chartered Accountant - ICAEW | 1 CPD | Eligible |
| BusIness Management & Organization for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| BusIness Management & Organization for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1 CPD | Eligible |
| Chartered Accountants - Scotland | 1 CPD | Eligible |
| CPA - Ireland | 1 CPD | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Sarah is well-known for her perspectives on marketing and sales, firm management, and brand strategy. She has helped hundreds of professionals develop a strategic plan to achieve growth in their careers and their firms.
She is the founder of Inovautus Consulting, a firm dedicated to helping accounting professionals and firms grow with intention through smarter marketing and business development.
Sarah is an experienced and dynamic professional speaker with a passion for strategic growth and development. With over 20 years of experience in the accounting profession, she has developed a deep understanding of how firms work, the opportunities that are often overlooked, and the challenges that hold them back.
She specializes in topics on the future of the profession, marketing, business development, the CGO mindset, strategic growth, and driving culture change. She believes in engaging with her audience and creating an interactive experience that is both educational and challenging. After all, if it doesn’t challenge you, it won’t change you.
As Director – Partnerships, Content Strategy, and M&A Advisory, I lead strategic initiatives at the intersection of growth, education, tax, and transaction advisory within the accounting and professional services industry.
I collaborate with thought leaders, firms, and content creators to drive high-impact partnerships and deliver compliance-ready, insightful content for professionals. My focus on content strategy ensures subject matter experts are positioned to educate, influence, and scale their reach across the MY-CPE ONE platform and the broader continuing education ecosystem.
In the M&A and advisory space, I work closely with private equity firms, accounting leaders, and advisors to create educational resources that support practice growth, succession planning, and deal execution. Through podcasts, webinars, and curated learning experiences, my goal is to enable smarter dealmaking and build stronger professional alignment.
Additionally, I support firms in delivering high-value tax advisory content, empowering professionals to stay ahead of regulatory changes, enhance client outcomes, and develop deeper technical capabilities through modern, practical education
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