Tolin Forms CPA Growth Guides to Help CPAs with Growth & Profitability Strategies

Katie Tolin

Katie Tolin

Katie Tolin has founded CPA Growth Guides, a consulting firm focused on helping CPA firms across the country identify their best path to top-line revenue growth and to help develop strategies and tactics that produce measurable results.

“Just like a guide leads and directs people on a journey, I want to show accounting firms how to achieve profitable growth,” says Tolin, chief growth guide. “Accounting firms implement many marketing tactics, yet have no idea what, if any, results they are producing. I want to help them connect the dots between strategy and action.”

Tolin will use her nearly 20 years of marketing experience at regional, super regional and national accounting firms to help CPAs develop and implement strategic marketing plans. Focusing upon data-driven marketing strategies, she will use data obtained from revenue segmentation, market analysis and competitive analysis to help firms identify their true strengths and future market potential.

A recognized accounting marketer in the profession, Tolin has been named an Accounting Marketer of the Year, one of the Top 100 Most Influential People in Public Accounting and one of the Most Powerful Women in Accounting. She is currently the immediate past president of the Association for Accounting Marketing, where she spearheaded organizational change that resulted in the hiring of the organization’s first executive director, initiated an apples-to-apples comparison of marketing budgets in the industry and launched an environmental scanning council to help AAM keep its finger on the pulse of what’s happening in the industry.

“Marketing and growth are not interchangeable,” says Tolin. “Marketing is one aspect of growth; the others are business development support, product management and communications. The key is understanding how each of these areas are interconnected. That’s the foundation needed to produce optimal growth.”

Tolin will also help firms analyze their marketing structure, hire and coach marketing staff, implement pipelines, develop winning sales collateral and proposals and utilize inbound marketing strategies.