Katie Tolin
@KatieTolin
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Growth & Profitability Consultant to #CPAs | Chief Growth Guide @CPAGrowthGuides | Past Pres. of @AAMHQ, #AAMKT | Past Chair of what is now @JANCOhio
Canton, Ohio
Joined August 2009
This is a must have for firms who want to understand how other CPAs spend and where they are putting dollars in the budget for next year. I get every...single...one!
📊 Just out: 2025–2026 AAM Marketing Budget Benchmark Study! Top firms invest 2× more in marketing, boost events by 21%, & 64% eye more video spend. Get the Executive Summary ➡️ https://t.co/KXahgkcu9H Purchase the full report ➡️ https://t.co/uCGUK7rpbj
#AAMStudy
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I wrote this after looking at the last three @AAMHQ budget surveys conducted by @hinge. If you don't have this survey, get it, and transform how you look at marketing spend. Invest smartly! Thanks for publishing this, Accounting Today. #AAMKT #AccountingMarketing #CPAfirm
For years, accounting firms have treated marketing budgets as a line-item percentage, often hovering between 2% and 3% of firm revenue. But recent trends reveal a smarter shift underway. High-growth firms are spending differently, not necessarily more.
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Exciting news! We are going to reinvent the profession one accountant at a time. Let me know if you’ll be at #ENGAGE25 for an invite to our #XcelLabs launch pool party. #AAMKT #CPAmarketing #CPA
.@JodyPadarCPA, an author and speaker known as "The Radical CPA," and @KatieTolin, a growth strategist for CPAs, together launched an AI training and technology platform called XcelLabs, in partnership with the Pennsylvania Institute of CPAs @the_picpa and @CPACrossings
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Headlines that make you say, hmmmm (and finding it completely believable how real the situation likely was for an aspirational young woman wanting to impress). #CPA #accounting #AAMKT
people.com
Officials in India are looking into the death of an Ernst & Young employee, whose mom said she died as a result of her workload.
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I had so much fun doing this one. If you have listened in, you should. #aamkt #cpamarketing #cx #podcast #cpafirms
🎙️ICYMI Podcast Episode: We had accounting influencer @KatieTolin join us to discuss a key but under-explored topic: Succession Planning and Client Experience! Listen now ➡️ https://t.co/GoM6WsEPcj ✨Want more? Register for our webinar on Wed with Katie https://t.co/ie7jvhW7o7
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A great read to anyone who has ever considered a survey. Don't be one of the too many companies launching bad ones. #marketing #survey #marketresearch Should You Run a Survey?
nngroup.com
Even though surveys may be faster and cheaper than other research methods, they are not suited to all research goals.
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A podcast should evolve over time. In this conversation, I caught up with @KatieTolin about her experience hosting the Amplify podcast for @AAMHQ. Get the full conversation here: https://t.co/bp0xW1rAqg
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Many #accounting firm owners start out as generalists, working with a wide variety of clients. @KatieTolin shares the benefits of a defined niche and the roadblocks to avoid. https://t.co/pCLxTElE8f
#accountingandaccountants #bookkeepingandaccounting #taxandaccounting
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A good read for those of you playing with AI, getting stuck or just looking for better ways to do things. #AAMKT #CPAmarketing. "How ChatGPT works: Secret ChatGPT instructions revealed"
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Spot on!!! I've seen good and bad and guess what? Clients like and respect the good ones as much as (if not more than) the CPA. Talk about a great client experience. #AAMKT #CPAmarketing #Accounting. "Krulak's Law: How frontline staff reflects your brand"
accountingtoday.com
Very few firms are asking themselves how they can make sure their client service associates are doing the very best job they can.
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Hum. A big problem that needs a solution sooner than later. However, do work conditions (and intense overtime) have a bigger impact? As people want more flexibility and the UK is proving value in a 4-day work week, long tax seasons aren't appealing.
fortune.com
Attracting students to the accounting profession has become vital.
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Check out this "Escaping the Accountant's Trap" podcast where I talk about being intentional with your marketing and not leaving things to chance - https://t.co/o7tNKu6ypV. Thanks to @thecfoproject for inviting me to be a guest! #AAMKT #cpa #accountant #MarketingSuccess
thecfoproject.com
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Hey, @texasroadhouse - you do not need my cell to text my table is ready. That’s not legendary service (as sign in hostess stand says) when there are people standing here being called by name and an huge stack of pagers. Phone number for service is bad business. #privacymatters
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I've often said: You have to think smaller to get bigger. That's not just a #cpamarketing/#AAMKT strategy, even Apple uses it. Great quote from today's WSJ CMO Newsletter ...
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Some different tips I've seen for using ChatGPT to write. #AAMKT #Content #writing #AI "Try these 5 ChatGPT prompts for writing clearly"
wyliecomm.com
The robots are coming: ChatGPT helps people write 59% faster and 18% better. What are you waiting for?
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Interesting, but makes a lot of sense. This is why accountants need to pay attention to online reviews. #AAMKT #CPA #accounting #marketingtips "When it comes to online reviews, a 3-star rating is bad" ( https://t.co/jPNw9jwPvq)
searchengineland.com
Featured article • Latest news • No news found. Latest news and insightsDelivered to your inbox Get your daily recap of the latest search news, advice,
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Wow! Guess it's not a spammy text or skeptical email, but I can see why people were sceptical. "Is That Really The IRS Knocking On Your Door?" #tax #cpa #accountant
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This is lengthy, but a great look not just at the Kia brand, but rebranding as a whole. (And I hated the NIN logo look originally, but it's really grown on me over time and has begun to change my perception...as they were hoping)
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“There is power in being the only if you’re willing to exercise that power” -Phyllis Newhouse #aicpawomenlead
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WED - I win every day. That’s Phyllis Newhouse’s mindset. A powerful way to think. #aicpawomenlead
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