The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

Episode 116 | How An Accountant Added $70k In Monthly Recurring Revenue To His Firm With Katie Thomas

Jul 1, 2023

CPA and digital marketer Katie Thomas shares how an accountant added $70k in monthly recurring revenue through digital marketing. Topics include finding quality clients, using content and social media, and maximizing marketing strategies for accounting firms.

36:59

Creator website

Episode guests

Katie Thomas

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Choosing the right social media platform is crucial for attracting ideal clients by leveraging personal strengths and targeting audience preferences.

Directly connecting with ideal clients and influencers through conversations and collaborations enhances client acquisition and business growth.

Deep dives

Choose the Right Social Media Platform

In this podcast episode, the importance of choosing the right social media platform for reaching ideal clients is emphasized. By selecting a platform where the target audience frequents, easily connecting with them, and aligning with personal strengths, accounting professionals can effectively engage and attract potential clients. A focus on mastering one platform before expanding helps in creating a strong online presence and demonstrating expertise to the desired audience.

Introduction

3min

Exploring the Journey from CPA to Digital Marketing Agency Owner

4min

Maximizing Marketing Strategies for Accounting and Tax Firms

9min

Strategic Collaboration for Business Growth and Value Creation

3min

Building Meaningful Connections for Lead Generation

12min

Success through Collaboration and Niche Expertise

5min

What being an abundant accountant really boils down to is being able to earn more for working less. But how do you find quality clients that will allow you to do this? Digital marketing may be the missing link. In this episode, CPA, content creator, and digital marketer Katie Thomas leads us on an exploration of digital marketing for accountants. She shares are powerful story of how an accountant added $70k in monthly recurring revenue to his firm by following her step-by-step process. If you’re wondering how you can use content and social media to get the clients you want, then this episode is definitely for you. Tune in!

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more