How we helped a client surpass last year's progress in 3 months

View profile for Katie Thomas, CPA

40 Under 40 CPA Practice Advisor | Top 50 Women in Accounting | Helping B2A (Business to Accountant) companies and accounting firms increase their impact, influence, and income through leadership marketing. 👇

"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

Tom Wells

📊 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

1mo

Hearing 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.

Mathew Warboys

Voted Top 40 Global LinkedIn CEO | “The Entrepreneurship Coach” | Built Portfolio of Successful LinkedIn Businesses | LinkedIn Coach for Fortune 500 Companies & Founders/Entrepreneurs | Daily Content on Entrepreneurship

1mo

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.

Robert Berry

I help auditors become awesome | Audit Trainer & Keynote Speaker | 2023 Internal Audit Beacon award recipient

1mo

This testimonial says it all. Clarity, structure, and industry-specific expertise make a world of difference. 

Roger Brooks

Publisher • 3X Bestselling Author • Loyalty & Payments Innovator

1mo

You are doing amazing, Katie Thomas, CPA!

Steve Wohlenhaus

CEO 🐺 at Weatherology 🌪 Author 🖋 Podcast Host 📡 Speaker 🎤 Entrepreneur 🦅

1mo

Can't thank you enough for sharing this wonderful wisdom Katie Thomas, CPA 🙌 . Powerful insight my friend.

Reena Strehle

💎 WellBeing Champion | ESG Leader | Business Connector | Linkedin Top 250 influencer |

1mo

Love this Katie Thomas, CPA Working with someone who truly #understands your industry saves so much time and stress.

Seshan (Say-Shawn) Nissanka

Helping CPA & CFO Firms ($500K-$3M+) Escape Referrals, Scale Predictably & Build Firms That Run Without You | Built Growth Engines Driving 8× ROI | Founder & Investor

1mo

Industry-specific insight turns effort into measurable progress.

Kinnari Shah

Helping Ecommerce & Real Estate Businesses Streamline Accounting | NetSuite, QBO, Xero Expert | 500+ Clients | 10+ Years Experience

1mo

Love how you broke this down, Katie. Clarity + data + experience = such a powerful combo

Professor Gary Martin FAIM

Chief Executive Officer, AIM WA | Emeritus Professor | Social Trends | Workplace Strategist | Workplace Trend Spotter | Columnist | Director| LinkedIn Top Voice 2018 | Speaker | Content Creator

1mo

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Christopher Melotti

🙋Brand & Marketing Consultant. 💁Are you PROUD of what your brand is saying?! I make you RELEVANT to more customers. Ask me how!

1mo

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!

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