In the Accounting News
Katie is often called upon to write for or be interviewed by industry publications. The following are some articles/publications related to growing a CPA firm where her name appears:
- You Can’t be Everything to Everyone | Main Street Practitioner | May 2016
In this article, Katie provides tips for smaller practitioners on how to grow their market share. - Finding Leads on LinkedIn: Social Selling Produces Warm Prospects | AAM Minute| May 2016
Learn about ways to do prospecting on LinkedIn via advanced search techniques in this article Katie authored. - 3 Ways to Gain High-Quality Clients | Intuit | April 2016
A guest blogger for Intuit, Katie shared ways to increase the quality of your client base. - Compliance is the Grim Reaper of Accounting Firms | February 2016 | Accounting Today
Katie is quoted on a firm’s needs to increase marketing efforts to replace project-based advisory work. - How Accountants Can Conduct Consultative Client Meetings | January 2016 | Accounting Today
Being consultative is about listening to your clients, Katie was quoted saying in this article. - Building Relationships and Revenue with Consultative Client Meetings | January 2016 | Sageworks
Katie authored this whitepaper for Sageworks that looks at how CPAs can add value to client meetings by being consultative. - The Goal of Accounting Firm Marketing Today is Growth| Nov. 3, 2015 | Accounting Today
Katie authored this article that looks at how firms are using data to set strategy. - Coaching Your Partners in Business Development| Oct. 2015 | The AAM Minute
This is a recording of a webinar that Katie presented. - Creating Your Personal Brand | Sept. 21, 2015 | Accountingfly
This is a recording of a webinar that Katie presented. - Interview with Katie Tolin, Growth Consultant for CPAs | Aug. 4, 2015 | Canopy
Katie shared with Canopy tips for groping a CPA firm including advice for tax niches, digital marketing, big data and cloud computing. - Katie Tolin – 2014 Most Powerful Women in Accounting | Dec. 8, 2014 | CPA Practice Advisor
After being named one of the most powerful women in accounting, Katie was interviewed by CPA Practice Advisor on advice she has for others in the industry, work-life balance and mobile technology. - They’ve Come a Long Way … Maybe | May 1, 2015 | Accounting Today
In this interview, Katie talks about strides some firms have made when it comes to understanding the strategic importance of marketing as well as the need for increased credibility for marketers. - 2014 CPA Management and Technology Trends | Jan. 23, 2014 | Xcentrix
This article looks at information shared on a future trends panel at the Winning is Everything Conference where Katie was a panelist. - Katie Tolin on Making CPA Firms More Innovative | Accounting Today
In an video interview with Accounting Today, Katie talks about the need for firms to get themselves apart from the competition by finding their blue ocean strategy. - Using Client Surveys to Improve Client Service | Nov. 20, 2013 | Intuit Blog
If you’re going to take the effort to survey your clients, be prepared to take action to improve your client service. This post provides ideas for developing an action plan post-survey. - Live Talk Radio Presented by Winning is Everything | Aug. 14, 2013 | Winning is Everything
In this talk radio-formatted webinar, Katie discusses how a firm goes from a marketing focused a growth one; explaining the difference between the two and how a firm should get started. - Budgeting: Bring on the Strategy and Structure | Oct. 31, 2012 | AccountingWeb
This article looks at how your making budget and growth strategy should be aligned to produce a positive ROI. - Niche Marketing and Thought Leadership | July 11, 2011 | AICPA Newsletter
A summary from a presentation Katie made on developing niches, this article looks at the importance of niche definition, developing thought leadership and starting with a solid strategy. - How a Marketer Became a Director of Practice Growth | Accounting Today
Authored by Gale Crosley, here’s how Katie transitioned from a traditional marketing mindset to one that focused on practice growth.