Practice Management Improvement for Accountants - Accounting Voices Podcast

Episode 99

Practice Management Improvement for Accountants

Published on: 23rd April, 2020

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

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.
Accounting Voices, hosted by Rob Brown, helps decision makers and leaders in accounting and finance stay relevant, visible and vocal in a profession being reshaped by technology, private equity, regulation and shifting client expectations. Each episode interprets the trends disrupting accounting and finance such as AI, automation, M&A, talent and the move to advisory and translates them into practical insight that strengthens authority and influence.
Accounting Voices is also a platform for the wider ecosystem of networks, associations, educators, consultants, software vendors and technology experts who serve accountants and finance professionals worldwide. It extends into regular Accounting Voices networking sessions that connect this audience and amplify ideas that move the profession forward. With its international reach and long shelf life the show delivers credibility and commercial value for listeners and sponsors alike. Search for "Accounting Voices" on YouTube for all episodes and connect with Rob Brown on LinkedIn to find out more: https://www.linkedin.com/in/therobbrown

About your host

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Rob Brown

ob Brown is the creator and host of the Accounting Voices Network, a media platform that includes the flagship solo podcast Accounting Voices and the panel shows Accounting M&A and Accounting Tech. He chairs conferences, panels and virtual events worldwide and is recognised as a leading advocate for the accounting profession.

He is an accomplished speaker and authority on trust, reputation, employer brand, talent, succession, executive presence and the forces shaping the future of accounting. Rob is the author of the bestselling book Build Your Reputation (Wiley) and his TEDx talk The Personal Brand of You has been viewed more than 400,000 times.

A former co-founder of the Accounting Influencers Roundtable, Rob now focuses on amplifying the voices of leaders, firms, networks, vendors and influencers across the global accounting ecosystem.

Outside of work he is a stroke survivor, lives with epilepsy, holds a black belt in kickboxing and is based in Nottingham, UK. He plays chess and backgammon, loves orange chocolate and is allergic to grapefruit.