Jason On Firms Podcast 568 How Smart Accounting Firms Attract Better Clients
Jan 21, 2026
Katie Thomas, a CPA turned digital marketing expert, shares her insights on attracting better clients for accounting firms. She discusses the importance of finding a niche that excites you and outlines a 90-day growth plan focused on networking and content posting. Katie emphasizes using referrals intentionally, creating engaging websites, and employing transparent pricing strategies. She also highlights the power of personal brands in recruitment and offers valuable tips on crafting compelling case studies and leveraging social media to connect with talent.
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Visibility Is A Growth Lever
- Most accountants are professionally invisible because they avoid marketing.
- Marketing is necessary to attract better clients and hires beyond referrals.
Focus On One Vertical And Offer
- Pick one vertical and one clear offer to focus effort and get fast traction.
- Engage that niche both in-person and online to get known and build algorithmic reach.
Find A Niche You Actually Enjoy
- Start by asking who you actually enjoy working with to uncover a hidden niche.
- Choose a niche you love so marketing and industry immersion feel sustainable.