Business Details
11 Years
experience
Strategic Growth Solutions for CPA Firms
Founded in 2015, CPA Growth Guides specializes in helping accounting firms achieve profitable growth through strategic marketing and business development. Our team leverages over two decades of hands-on experience in professional service marketing to deliver data-driven strategies tailored to the unique needs of CPA firms. We focus on connecting strategy to action through services like niche development, product management, and CMO outsourcing. Our proprietary GPS Course provides structured guidance for firms seeking sustainable growth.Led by award-winning marketer Katie Tolin, we combine deep industry expertise with practical implementation support to address roadblocks and maximize revenue potential. Our approach emphasizes measurable outcomes, ensuring clients see tangible returns on their growth investments. With a track record of success across local, regional, and national firms, we serve as trusted partners in navigating the evolving accounting landscape.
Services
Marketing Strategy
Business Development
Product Management
CMO Outsourcing
Niche Development
Details
- Year established: 2015
Highlights and features
- 20+ years of specialized experience in accounting industry marketing
- Proven GPS methodology for strategic implementation
- Data-driven approach to maximize marketing ROI
- Award-winning leadership with national recognition
- Tailored solutions for local, regional, and national firms
What people say
Seasoned professional
Best conference session
Actionable insights
Data-driven approach
Engaging presentation
Services
Marketing Strategy
Develop data-driven marketing strategies that align with firm goals and market opportunities. Our approach integrates pricing optimization, brand positioning, and client acquisition tactics. We help firms transition marketing from administrative task to strategic growth driver through measurable, ROI-focused initiatives.
Business Development
Implement proven systems for client retention, referral generation, and service expansion. Our methodology focuses on building relationships, enhancing value propositions, and creating repeatable sales processes. We provide training and tools to help firms consistently acquire high-value clients.
Product Management
Transform accounting services into marketable offerings with defined value propositions and pricing models. We help firms develop specialized service lines, create implementation playbooks, and establish metrics for continuous improvement and market adaptation.
CMO Outsourcing
Provide fractional CMO expertise for firms lacking internal marketing leadership. Our consultants deliver strategic direction, campaign execution, and performance measurement. Services include marketing plan development, team mentoring, and vendor management.
GPS Course
Deliver structured implementation guidance through our proprietary Growth Planning System. This program provides step-by-step methodology for strategic planning, process optimization, and performance tracking. Includes workshops, templates, and ongoing support for sustainable growth.
People
Katie Tolin
Founder
Award-winning accounting marketer with 20+ years of experience across regional and national firms. Recognized industry speaker who develops data-driven growth strategies. Leads implementation of marketing processes that deliver measurable ROI for CPA practices.
Questions
What specific services do you offer for CPA firms?
We provide marketing strategy development, business development systems, product management frameworks, CMO outsourcing, and our proprietary GPS implementation program.
How do you tailor strategies to individual firms?
We conduct comprehensive assessments of current practices, market position, and growth goals before developing customized roadmaps for implementation.
What experience do you have with accounting firms?
Our founder has 20+ years of experience working with local, regional, and national accounting practices, including 8+ years as a marketing leader at Top 100 firms.
How do you measure success?
We track key performance indicators like marketing ROI, client acquisition costs, and revenue growth metrics to ensure strategies deliver measurable results.
Do you work with firms outside the US?
While based in Ohio, we serve clients nationwide and have experience working with international accounting networks through global firm partnerships.
