011: Katie Tolin: Developing Data-Driven Strategy

In this episode of Accounting Marketing Doesn’t Suck, Hugh Duffy talks to Katie Tolin, owner of CPA Growth Guides, a growth consulting firm based in Canton, Ohio. Katie is a seasoned marketer who uses data to drive her clients’ growth strategy. Tune in to hear Katie talk about why the way accounting firms grow today is different than in the past, the reason why you have to think smaller to get bigger when it comes to developing a niche practice and a glimpse of what the future of marketing will look like in accounting firms.

 Katie Tolin

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It’s a drive for improvement coupled with intense passion for what she does that inspires Katie to help CPA firms develop strategies that increase top-line revenue and increase profitability. A proven and nationally recognized marketer, Katie is taking what she successfully implemented on the job to help even more firms develop a culture of growth and to help firm leaders figure out how and where they can grow their client base. A self-proclaimed data geek, Katie uses all sorts of data to help firms determine their best growth strategies. Before starting CPA Growth Guides in 2015, Katie spent all of her nearly 20 year career in professional services marketing including roles at local, regional, super-regional and national firms, including regional marketing director at BDO USA, director of practice growth and (non-equity partner) at SS&G and director of practice growth at Rea & Associates. She has been named to the Top 100 Influential People in Accounting Today and the Most Powerful Women in Accounting lists.

Accounting Marketing Doesn’t Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or feedback? Email us at [email protected]