"We have progressed so much further with you all in three months than we did in a year with our last agency." This was from a client we started working with at the beginning of the year. Why is that? ① We helped them get clarity on where they were and where they wanted to go. ② We put a plan in place that tracked everything so we knew what was working and what wasn’t. ③ We work with a lot of firms. We have data on what specifically you need to do as an accounting firm data that other agencies don’t have. That gives us (and you) a huge leg up. That last point, I cannot reiterate enough. If you’re looking to undertake any marketing endeavor, make sure you work with someone who understands your industry. That will supercharge your results (and save you a lot of headaches when it comes to explaining what you do, editing content, etc.). #accountingandaccountants #marketing #smallbusiness #success #entrepreneurship
Spot on, my friend Katie—industry knowledge changes everything. It’s not just about strategy, it’s about relevance, precision, and speed. When you don’t have to keep explaining the basics, you free up more energy for actual growth. Wishing you continued success—and fewer client headaches all round.
This testimonial says it all. Clarity, structure, and industry-specific expertise make a world of difference.
You are doing amazing, Katie Thomas, CPA!
Can't thank you enough for sharing this wonderful wisdom Katie Thomas, CPA 🙌 . Powerful insight my friend.
Love this Katie Thomas, CPA Working with someone who truly #understands your industry saves so much time and stress.
Industry-specific insight turns effort into measurable progress.
Love how you broke this down, Katie. Clarity + data + experience = such a powerful combo
Brilliant example of why industry knowledge matters. When you can hit the ground running, the results speak for themselves. Impressive work and a great client outcome, Katie Thomas, CPA!
📊 We bring financial clarity to your business | Business Development at Wells Virtual Bookkeeping, LLC 💼 | Empowering Small Business Success | Virtual Bookkeeping Specialist | Trusted Guide for Start-Up & Growth Phases
1moHearing a client share that kind of trust is gold, Katie. It shows how much value comes from structure, follow-through, and being willing to meet them where they are. The same principle applies to bookkeeping: use industry-specific systems that give measurable clarity. It eliminates wasted effort and builds confidence in every business decision.