Episode 99

Practice Management Improvement for Accountants

Katie Thomas, CPA is a technology advisor and marketing consultant for professionals in the accounting industry. Katie empowers firms of all sizes to thrive in the age of digital disruption, through advanced marketing strategies, agile process development, and the implementation of intelligent software solutions.

Katie has helped businesses worldwide foster an innovative corporate culture, grow their bottom line, and deliver exceptional client service through the adoption of emerging technologies. A rigorous approach to planning and execution promotes consistent, sustainable growth while avoiding short-term pitfalls typically associated with organizational change.

Shownotes:

  • Which country is leading the world with technology in the accounting world
  • How being smart sometimes stops accountants from asking for help
  • What future proofing an accounting firm looks like, particularly with technology
  • The biggest performance challenge accounting firms have
  • Specific criteria for onboarding, collaboration and practice management in accounting firms
  • Combining disparate applications is overwhelming for many accounting firms
  • How marketing connects the dots into accounting firm processes
  • The biggest roadblock accounting firms have with allocating a marketing budget
  • The number one difficulty CPAs and accountants have in differentiating themselves
  • Considerations for corporate and personal branding in accounting firms
  • All accountants already have a personal brand, but they are not doing one specific thing with it

Katie Thomas on the Accounting Influencers podcast with BD Academy founder Rob BrownWhen not working, you can find Katie hanging out with her husband Chad, taking a yoga class, riding her horse, or on a walk with her furbaby, Oscar. Contact Katie:

Katie's website 

Katie on LinkedIn 

Email her: katie@katiethomascpa.com

Katie on Twitter

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About the Podcast

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Accounting Voices Podcast
Accounting Voices helps people in the accounting world stay relevant visible and vocal. Host Rob Brown interprets trends reshaping the profession and gives listeners insight to build authority influence and a stronger voice in firms and markets.

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About your host

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Rob Brown

Rob Brown is the founder and host of the Accounting Voices Podcast, the flagship solo show of the Accounting Voices Network. Each episode offers sharp analysis and commentary on the trends, ideas and people shaping the global accounting profession.

Through this Accounting Voices Podcast, Rob helps accounting firm leaders, decision makers and professionals stay relevant and make sense of disruption in areas like AI, automation, M&A, private equity and soft skills beyond the tech. His perspective blends clarity, insight and curiosity, making complex issues relevant and practical for professionals and decision makers across accounting and finance.

He also leads two monthly panel shows, Accounting M&A and Accounting AI, which bring together senior voices to explore consolidation, strategy and the impact of technology on firms and people.

Rob is the author of the bestselling book Build Your Reputation (Wiley) and a TEDx speaker whose talk The Personal Brand of You has more than 400,000 views. Over his career he has hosted and moderated more than 1,000 conversations with accounting and fintech leaders worldwide.

Based in Nottingham UK, Rob is a stroke survivor living with epilepsy, a black belt in kickboxing, a decent chess player and an average player of four musical instruments.