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 Worldwide, AGN North America, Allinial Global, BKR International, CPA Associates International, CPAmerica, DFK USA, HK Alliance, Moore Stephens North America, Moore Stephens International and Prime Global.

Topics covered include:

  • Developing a Growth Strategy
    • making a cultural shift from marketing to growth
    • taking your niches to the next level
    • innovation in professional services
    • proposal processes
  • Marketing Strategy
    • strategic marketing through data analysis
    • marketing plans and budgets
    • marketing strategies in a down economy
    • building credibility during your first year(s) in a new firm
    • developing a personal brand
    • client service plans
    • client satisfaction
    • Digital Marketing
      • how CPA firms use social media
      • building a social media presence
      • search engine optimization

Additional sessions are developed to meet the unique needs of your audience. If you need an in-person or online presenter for topics related to growing a CPA firm, contact us to see how we can customize a session for you.