Overview

Just like a guide leads and directs people on a journey, CPA Growth Guides shows accounting firms how to achieve profitable growth. Whether you’re looking for a little guidance to point you in the right direction or for someone to walk the path with you, we focus on leading firms to growth and profitability.

There is a difference between marketing and growth; the two are not interchangeable. Marketing is only one component of practice growth. Firms that are looking to grow also need to focus on product management and business development. We help firms understand these components and how they interrelate, as a foundation to strategic growth. Building upon data-driven marketing strategies, our growth guides help you connect the dots between strategy and action so you know you’re taking the right steps to help you achieve your strategic goals.

CPA Growth Guides was founded in 2015 by Katie Tolin, an award-winning and nationally recognized accounting marketer with nearly 20 years of experience of professional service marketing with local, regional, super regional and national firms. Building upon her in-the-trenches experience, CPA Growth Guides helps firm leaders map out a Growth & Profitability Strategy (GPS), implement as needed and troubleshoot roadblocks, detours or delays encountered along the way.