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# CPA Growth Guides

## Posts

- [Blog](https://www.cpagrowthguides.com/blog/)
- [Act on the Data from Your Client Survey](https://www.cpagrowthguides.com/act-on-the-data-from-your-client-survey/) - A few years ago I wrote a blog post for Intuit, “Using Client Surveys to Improve Client Service.” I had just wrapped up a client survey for the CPA firm I worked for and was armed with a wealth of information. But this information (a.k.a. data metrics) doesn’t mean anything unless you do something with
- [Five Ways to Improve Your Pricing…and Profits](https://www.cpagrowthguides.com/five-ways-to-improve-your-pricing-and-profits/) - Pricing should be a firm-wide strategy, not an individual partner decision. Marketing and business development have insights that can help you set price.
- [2017 Trends in Accounting Marketing](https://www.cpagrowthguides.com/2017-trends-in-accounting-marketing/) - The new year always brings new trends, but in the accounting profession, many of the trends firms will face in 2017 are continuations from this year.
- [How Much do CPA Firms Spend on Marketing?](https://www.cpagrowthguides.com/how-much-do-cpa-firms-spend-on-marketing/) - In the accounting industry, people share that firms spend between 2 and 4 percent of revenue on marketing. Research shows that the number varies
- [Who Owns Product Management in Your Firm?](https://www.cpagrowthguides.com/who-owns-product-management-in-your-firm/) - When it comes to strategically growing a CPA firm, product management is an important function. Yet, few firms invest resources in it or innovation.
- [Enhance Your Growth Sustainability](https://www.cpagrowthguides.com/enhance-your-growth-sustainability/) - What do growth leaders do to enhance the sustainability of growth within a CPA firm? It is organic growth that is imperative to long-term success.
- [Use Online Client Feedback to Improve Your Firm](https://www.cpagrowthguides.com/use-online-client-feedback-to-improve-your-firm/) - Know what’s being said about your firm online, and use the feedback to improve your service. Identify improvement areas from your negative reviews.
- [Will You Hit Your Growth Goal?](https://www.cpagrowthguides.com/will-you-hit-your-growth-goal/) - Your firm has come up with a growth goal. Now, you need to know where your growth will come from. Growth needs to start with a plan.
- [A Narrow Focus Will Help You Spur Growth](https://www.cpagrowthguides.com/narrow-focus-spurs-growth/) - Does the concept of saying “no” to a prospect seem ridiculous to you? You are not alone. Experience more growth while doing more rewarding work by narrowing your focus.
- [Create a Culture that Supports Growth](https://www.cpagrowthguides.com/create-a-culture-that-supports-growth/) - You’re working to develop a culture within your firm that supports growth at every level. It's a great goal that will produce many benefits for years to come.
- [Introducing a New Service to the Market](https://www.cpagrowthguides.com/introducing-a-new-service-to-the-market/) - Before a CPA firm takes a new service to market, it needs to be tested with potential buyers. Use an early adopter to ensure a successful offering.
- [Why You Need to Manage Your Personal Brand](https://www.cpagrowthguides.com/why-you-need-to-manage-your-personal-brand/) - You have a personal brand whether you’ve given any thought to it or not. Put some thought behind your brand – own it – and the profits will follow.
- [Avoid the Sea of Sameness](https://www.cpagrowthguides.com/avoid-the-sea-of-sameness/) - You can differentiate yourself by the way you position your accounting firm and the services you offer. Successful firms are thinking smaller to get bigger.
- [Stop Chasing Every Lead](https://www.cpagrowthguides.com/stop-chasing-every-lead/) - You can increase the quality of your client base over time if you approach client acquisition strategically.
- [Is There Strategy to Your Content Marketing?](https://www.cpagrowthguides.com/is-there-strategy-to-your-content-marketing/) - If there is no rhyme or reason to what you share, you’re in need of a content strategy. Provide readers something of value to keep them coming back for more.
- [Firms with a Growth Process Reap Many Benefits](https://www.cpagrowthguides.com/growth-process-benefits/) - Many people interchange the words marketing and practice growth. Those who do are wrong. Why? Because growing a firm takes more than top-notch market strategy. Here's why your CPA firm needs a practice growth strategy instead. Think of practice growth as the three legged stool where each leg needs to be thes ame length to
- [Creating a Growth Culture Needs Champions & Buy-In](https://www.cpagrowthguides.com/creating-a-growth-culture-needs-champions-buy-in/) - Forming a growth culture in an organization requires that you get buy-in from your partners if you have any chance of being successful.
- [Be Consultative to Grow Revenue & Relationships](https://www.cpagrowthguides.com/be-consultative-to-grow-revenue-relationships/) - Every business owner is facing a challenge that needs a solution. That’s where consultants help.
- [Three Elements Imperative to Service Innovation](https://www.cpagrowthguides.com/three-elements-imperative-to-service-innovation/) - Innovation is a growth strategy. There are three key elements that play a role in accounting firm innovation: differentiation, positioning and packaging.
- [10 Strategies that Will Drive Firm Growth in 2016](https://www.cpagrowthguides.com/10-strategies-that-will-drive-firm-growth-in-2016/) - A revolution is occurring in CPA firm marketing today. There are new tactics today that didn’t exist just a few years ago you need to embrace.
- [Marketing Data is Never 100% Accurate](https://www.cpagrowthguides.com/marketing-data-is-never-100-accurate/) - Marketing and ROI today is being driven by data.
- [Ready, Set, Move to Action](https://www.cpagrowthguides.com/ready-set-move-to-action/) - To motivate is to move to action. Marketing is all about motivating. You motivate clients to use your services. You motivate prospects to buy. You even motivate internally to get partners to sell. Whether you realize it or not, you’re in the motivation business. While many people believe you need to provide incentives to get
- [Packaging Your Services](https://www.cpagrowthguides.com/packaging-your-services/) - If I say Big Mac, what comes to mind? You probably have an image in your head of two all-beef patties, special sauce, lettuce, cheese, pickles, and onions on a sesame seed bun. It’s easy to picture since the Big Mac is a tangible item that you can touch, feel, see and even taste. Now,
- [Building Niches to Drive Revenue](https://www.cpagrowthguides.com/building_niches_-drive_revenue/) - If obtaining new clients is a top area of focus for your firm, you’re not alone. According to the 2015 PCPS CPA Firm Top Issues Survey, bringing in new clients is an issue for firms of all sizes. As firms look for sources of new revenue, many consider strategies successfully implemented by other firms. And
- [How Numbers Guide Market Strategy](https://www.cpagrowthguides.com/how-numbers-guide-market-strategy/) - Marketers are known as the creative, personable types. They are the people who put together ads, brochures and other catchy creative pieces. They plan events and have a supply of branded giveaways. However, most people don’t realize that marketers are also numbers people. Numbers and data are the foundation of solid market strategy. From analyzing
- [How Much Does a Firm Spend on Marketing?](https://www.cpagrowthguides.com/how-much-does-a-firm-spend-on-marketing/) - Accounting firms across the country want to know what other firms spend on marketing activities as a percent of firm revenue. This common marketing management question was once difficult to answer because there wasn’t reliable industry peer data. Thanks to the Association for Accounting Marketing, this data is now available. The 2015 Marketing Budget Benchmark
- [Make Your Website a 24/7 Business Development Tool](https://www.cpagrowthguides.com/make-your-website-a-247-business-development-tool/) - Is your website generating revenue for your firm? If not, you are missing a huge opportunity. Consumer behavior has changed. In the past, when someone was looking to hire a CPA, they would talk to people they trust for suggestions. And while that is still true, you should realize that more people now turn to
- [Marketers Should Focus on the Big Picture](https://www.cpagrowthguides.com/marketers-should-focus-on-the-big-picture/) - As a marketer, if you truly want to make an impact on your firm, you need to think strategically. It is too easy to get caught up in daily marketing tactics and checking items off your to-do list, but if you don’t take time to step back and take in the big picture, you’re shortchanging

## Pages

- [Homepage](https://www.cpagrowthguides.com/) - This is a Page excerpt. It will be displayed for search results
- [Team](https://www.cpagrowthguides.com/about-2/team/) - Katie Tolin “If you are content, you aren’t doing your job right” -Anonymous GET TO KNOW KATIE IN FIVE 5. What do you like most about what you do? I love making a difference in a firm. When I can sit back and see how an idea I had or a strategy I implemented had
- [About](https://www.cpagrowthguides.com/about-2/) - 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.
- [Product Management](https://www.cpagrowthguides.com/solutions/project-management/) - Product Management Services Where are your service offerings in their life cycles? What strategies do you implement at various stages? How does stage impact future revenue? Successful CPAs use a systematic process to analyze their offerings and bring new ones to market – and all that has to be done in a way, and using
- [Marketing Technology](https://www.cpagrowthguides.com/solutions/marketing-technology/) - Leveraging Marketing Technologies A shift in buyer behavior and technology is driving most marketing tactics today. Chances are you use the internet to research something before buying it. Well, your prospects are searching for you online, too. That requires you have an online presence and actually pull prospects to you. With the mass of technology
- [Niche Development](https://www.cpagrowthguides.com/solutions/niche-development/) - Niche Development Services Industry and service-line niches are instrumental to firm growth. You can’t just say you specialize in something and consider it a niche. The development of these business segments is a process – determining where you are, where you can go and the paths to get there. Niche development and expansions should be
- [CMO Outsourcing](https://www.cpagrowthguides.com/solutions/cmo-outsourcing/) - CMO Outsourcing Services There are few CPA firms that have the need and resources to hire a CMO to guide their strategy. You don’t have to make that investment to reap the benefits. Utilizing CMO services on a fractional basis will give you high-level strategy that can be implemented by your staff. By outsourcing your
- [Business Development](https://www.cpagrowthguides.com/solutions/business-development/) - Business Development Most firms rely on its partner group to sell its services; a role most CPAs didn’t consider when deciding on becoming an accountant. The sales process and managing that process is not your forte. You could use some help and guidance to ensure that everyone is on the same page and marching in
- [GPS Course](https://www.cpagrowthguides.com/solutions/gps-course/) - GPS Course Services Whether you are beginning a growth journey or continuing on your current path, you need a map. With a Growth & Profitability Strategy (GPS) Course, you will have a better understanding of your current position and will know what your firm needs to do to get closer to your ultimate destination. It’s
- [Solutions](https://www.cpagrowthguides.com/solutions/) - GPS Course Services Whether you are beginning a growth journey or continuing on your current path, you need a map. With a Growth & Profitability Strategy (GPS) Course, you will have a better understanding of your current position and will know what your firm needs to do to get closer to your ultimate destination. It’s
- [Grow Your CPA Firm with Free eBook](https://www.cpagrowthguides.com/grow-your-cpa-firm-with-free-ebook/) - 10 Strategies that Help Drive Top-Line Revenue There is no one-size-fits-all way to grow a CPA firm. Growth comes from utilizing a mixture of marketing, business development and product management. This free ebook examines 10 strategies that encompass each of these areas; all which can make a significant impact on your top-line revenue. This ebook
- [Articles](https://www.cpagrowthguides.com/content/articles/) - 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
- [Download after Email](https://www.cpagrowthguides.com/download-after-email/)
- [Business Development](https://www.cpagrowthguides.com/business-development/) - Business Development Services Most firms rely on its partner group to sell its services; a role most CPAs didn’t consider when deciding on becoming an accountant. The sales process and managing that process is not your forte. You could use some help and guidance to ensure that everyone is on the same page and marching
- [Content](https://www.cpagrowthguides.com/content/) - Content needed
- [Contact Us](https://www.cpagrowthguides.com/contact-us/) - In the sea of marketing consultants out there, CPA Growth Guides takes pride in helping CPA firms drive top-line growth through data-driven marketing strategies and a proven practice growth processes. And since marketing strategy isn’t one-size-fits-all, we can help you uncover the unique way your firm can drive profitable growth. Let us lead you to
- [Practice Growth Defined](https://www.cpagrowthguides.com/about-2/practice-growth-defined/) - Practice Growth Defined Many people interchange the words marketing and practice growth. Those who do are wrong. Why? Because growing a firm takes more than top-notch market strategy. Practice growth is… “A strategic business function that drives top-line growth as well as profitability. This systematic approach to marketing, business development and practice management, along with
- [Clients](https://www.cpagrowthguides.com/about-2/clients/) - Clients Served CPA Growth Guides works with accounting firms and businesses within the accounting profession looking to develop and implement a Growth & Profitability Strategy (GPS). In today’s competitive marketplace, the reasons to focus on growth are numerous. Those companies that want to change, try new things and invest in their future success are the
- [Temp](https://www.cpagrowthguides.com/temp/) - Slides for AAM on the Road: Creating a Marketing Plan Workshop AAM Road Show
- [Potential Topics](https://www.cpagrowthguides.com/speaking/potential-topics/) - Potential Topics As a speaker, Katie Tolin has presented to both small and large groups including: Association for Accounting Marketing (and numerous AAM chapters), American Institute of CPAs, Massachusetts Society of CPAs, Ohio Society of CPAs, National Society of Accountants, The Advisory Board, Accounting Today, Boomer Technology Circles, Checkpoint for Marketing, Industry Newsletters, Sageworks, Abacus
- [Speaker Reviews](https://www.cpagrowthguides.com/speaking/speaker-reviewsfeedback/) - Speaker Reviews When presenting, Katie consistently scores between a 4.2 and 5.0 (on a five point scale) in areas including knowledge, presentation, relevance and material. The following are a few of the many positive comments she has received in speaker feedback forms: “This session was inspirational as well as informational to attend. Katie is clearly
- [Thought Leadership](https://www.cpagrowthguides.com/solutions/thought-leadership/) - Developing Thought Leadership Your clients and prospects don’t want to read a laundry list of things you can do for them. Rather, they want you to share content that covers trends and issues that are important to them. By sharing this information, you can become a consultant people want to work with. The following areas
- [Speaking](https://www.cpagrowthguides.com/speaking/)

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