Posts By
Katie Tolin

Katie Tolin is the president and chief growth guide at CPA Growth Guides. She’s a former in-house marketer having spent time at regional, super-regional and national accounting firms. Today she helps CPA firms drive top-line revenue and profitability through data-driven marketing strategies. She’s a past president of AAM, a former marketer of the year and was inducted into the Accounting Marketing Hall of Fame.

Amplify | Embracing SEO as a Marathon, Not a Sprint

By Katie Tolin / May 15, 2024

Like training for a long-distance race, successful search engine optimization (SEO) requires a structured approach. In a recent Amplify! podcast discussion with Brian Swanson, Chief SEO strategist at Flashpoint Digital Marketing, he explained how firms need to look at SEO as a marathon that takes more time to train for…

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Amplify | Strategies for Mastering Digital Marketing

By Katie Tolin / May 8, 2024

Lead generation has undergone a profound transformation in recent years. Accounting firms, once reliant on traditional methods, are now harnessing the power of digital platforms to drive growth and secure quality leads. In a recent Amplify! podcast discussion with David Toth, chief growth officer at Winding River Consulting, he shared…

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Amplify | The Symbiotic Relationship Between Business Development and Marketing

By Katie Tolin / March 26, 2024

Successful accounting firms understand the importance of a well-coordinated effort between business development (BD) and marketing teams. These two essential functions must work hand in hand to drive firm success. During a recent Amplify! podcast episode with Chris Perrino, principal of business development at Barnes Dennig, Chris shared what effective…

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Amplify | Navigating the Role of a Business Development Executive in Accounting

By Katie Tolin / March 21, 2024

A Business Development Executive’s Success Stems from Collaboration Business development executives (BDEs) play a crucial role in accounting firms. The BDE role can vary based on the firm’s size, scope and specialization. However, their primary focus remains consistent: generating activity in the market, identifying opportunities, nurturing leads and contributing to…

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Amplify | Exploring the Business Developer Role in Accounting and Law Firms

By Katie Tolin / March 19, 2024

Exploring the Business Developer Role in Accounting and Law Firms The role of a business developer is ever-changing. It requires effectiveness and intentionality in managing time. From juggling client meetings, industry trend research and team management, business development isn’t confined to a 9-to-5 schedule; successful developers are always authentically engaged…

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Amplify | Managing a Business Development Professional

By Katie Tolin / March 15, 2024

When it comes to managing a business developer or a team of business development executives, it’s all about team selling, setting clear expectations and effective pipeline management. Everything starts with strong hiring criteria and then using the right motivational strategies to get the most from your professional sales team. In…

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Episode 1: What a Business Development Executive Does

Amplify | The Dynamic Role of Business Development in Firm Growth

By Katie Tolin / March 12, 2024

Meeting new people, building external relationships and identifying opportunities for the firm are key responsibilities of a business development professional. These people play a crucial role in shaping the trajectory of their firms. No two paths to a business development role in a CPA firm are the same, and Danielle…

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Amplify | Unveiling the Art of Compensating Business Developers

By Katie Tolin / February 21, 2024

There are two broad types of business developers – hunters and farmers. Hunters are proactive individuals seeking new opportunities, while farmers focus on nurturing existing relationships and uncovering opportunities within the current client base. Who a firm ultimately hires depends on the firm’s specific goals and growth strategy. However, compensating…

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Episode 5: Building a BD Culture That Drives Growth

Amplify | A Business Development Culture Fosters Growth and Engagement

By Katie Tolin / January 23, 2024

When it comes to business development, establishing a strong culture is often the first step toward success. But what exactly does a business development culture within a CPA firm mean, and where should you begin? Contrary to popular belief, it’s not just about sales. During a recent Amplify! podcast episode…

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Marketers Are Brand Advocates (And Police)

By Katie Tolin / January 31, 2023

“It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.” ~Warren Buffett Branding has always been instrumental to CPA firms, but it has not always been intentional. A firm’s brand was likely developed by chance over the…

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Featured: Season 5 Episode 1

The Digital Lead Gen Process For Accounting Firms

with David Toth of Winding River Consulting

Explore expert strategies for digital marketing success with the latest insights on SEO, content strategy, lead generation and more.