Systematic Marketing Strategies for Telling Your Firm's Story w/ Katie Thomas

Welcome to another enlightening episode of Building the Accounting Firm, where we delve into the essential strategies for elevating your accounting business. In this episode, Roger Knecht is joined by guest CPA Katie Thomas, who brings a wealth of knowledge at the intersection of accounting and marketing. In this episode, we explore the vital role that marketing plays in attracting and retaining clients within accounting practices. Katie shares her journey from working in a family business to becoming a leader in the accounting and marketing field. She offers valuable insights into how firms can integrate marketing effectively to ensure their success. Tune in as we discuss key strategies for marketing integration, content creation, overcoming barriers, and client engagement, all tailored to help accounting professionals elevate their practices.

Key Highlights:

1. Katie Thomas's Journey:

   • Transition from a family business to a career in accounting and marketing.

   • Emphasizes marketing as essential, not optional, for firm success.

2. Marketing Integration:

   • Importance of choosing the right social media platforms (e.g., LinkedIn for accountants).

   • Regular, authentic engagement over spammy interactions.

3. Content Creation and Personal Branding:

   • Personal storytelling and unique perspectives in marketing content.

   • AI tools can aid but should not replace genuine voices.

   • A strong unique selling proposition is crucial, with personal input in marketing materials.

4. Insights from "In the Black":

   • Enhancing client communication and balancing branding with short-term tactics.

   • Innovative approaches like compelling offers and transformational storytelling.

5. Overcoming Marketing Barriers:

   • Addressing insecurities about self-promotion.

   • Encouragement to collaborate with professionals and invest financially in marketing efforts.

6. Client Nurturing and Engagement:

   • Importance of structured nurturing processes (e.g., systematic check-ins, newsletters).

   • Prompt engagement and consistent follow-ups to educate clients and position as experts.

7. Collaborations and Growth Strategies:

   • Collaboration between accounting service business owners.

   • Job placement assistance program introduction.

   • Recommendations like the "four c process" for growth.

This episode is a must-listen for accounting professionals looking to enhance their marketing strategies and build stronger client relationships for sustained growth. Call 435-344-2060 to connect with Universal Accounting's team to improve your marketing at your accounting firm.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:

You need Katie's free foolproof guide on how to find and connect with your ideal clients online so you can increase your impact, influence, and income, go to: https://leaders-online.com/4cprocess/.

Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today:

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• "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles.

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Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

• The Accounting & Bookkeeping Tips Facebook Group

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• Topical Newsletters:

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• The Universal Newsletter

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Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.

Remember this, Accounting Success IS Universal.

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For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777