Business Details
11 Years
experience
Strategic Growth Solutions for CPA Firms
Founded in 2015, CPA Growth Guides specializes in delivering strategic growth solutions for accounting firms through data-driven marketing and business development expertise. Our approach combines over two decades of hands-on experience in professional services marketing with tailored strategies that address the unique challenges faced by CPA firms. We offer comprehensive services including GPS (Growth & Profitability Strategy) courses, niche development, product management, and fractional CMO support to help firms build sustainable growth frameworks.Our methodology emphasizes market segmentation, competitive analysis, and innovation in service offerings to drive measurable revenue improvements. With a proven track record of transforming marketing functions into strategic assets, we work closely with firm leadership to implement actionable plans that align with long-term business objectives. Our team's deep industry knowledge, demonstrated through numerous awards and recognitions, ensures clients receive actionable insights grounded in real-world accounting sector experience.
Services
GPS Course
Niche Development
Product Management
CMO Outsourcing
Business Development
Details
- Year established: 2015
Highlights and features
- We offer customized growth strategies based on your firm's unique strengths
- Our team brings decades of experience in professional service marketing
- We implement data-driven methodologies proven in real-world accounting firms
- We provide actionable implementation support, not just theoretical advice
- Our founder has received 12 marketing achievement awards in accounting
What people say
Inspirational and informational
Seasoned professional
Best part of the conference
Data-driven strategies
Sustainable growth frameworks
Services
GPS Course
Our Growth & Profitability Strategy (GPS) Course provides CPA firms with customized roadmaps for sustainable growth. This three-tiered program assesses current capabilities, identifies growth opportunities, and implements actionable plans tailored to each firm's unique strengths. The course combines market analysis with implementation support to ensure measurable revenue improvements.
Niche Development
Niche Development services help accounting firms establish specialized market positions through comprehensive ecosystem analysis. We implement market segmentation strategies, competitive analysis frameworks, and distribution channel optimization to create distinct market identities that drive client acquisition and retention in targeted industry sectors.
Product Management
Our Product Management solutions optimize service offerings throughout their lifecycle. From new service development and packaging strategies to sales positioning and innovation frameworks, we help firms create market-ready service portfolios that align with client needs and drive consistent revenue growth.
CMO Outsourcing
Fractional CMO services provide high-level marketing strategy without full-time executive costs. We offer comprehensive marketing plan development, budget forecasting, team optimization, and implementation support tailored to each firm's growth objectives and resource capabilities.
Business Development
Business Development services formalize sales processes through pipeline management and forecasting systems. Our approach includes opportunity tracking, proposal optimization, and performance analysis tools that transform partner-driven sales efforts into structured, revenue-generating processes.
People
Katie Tolin
Founder
Award-winning accounting marketer with 20+ years of experience in professional services marketing. Recognized as Top 100 Most Influential in Accounting and Accounting Marketer of the Year. Developed growth strategies for regional and national CPA firms before founding CPA Growth Guides in 2015.
Questions
What specific services do you offer for CPA firms?
We provide GPS (Growth & Profitability Strategy) courses, niche development, product management, fractional CMO services, and business development support tailored to accounting firms.
How do you customize strategies for different accounting firms?
Our three-tiered GPS system assesses each firm's current capabilities and growth potential to create customized strategies that leverage unique strengths and market opportunities.
What experience does your team have in accounting marketing?
Founder Katie Tolin has 20+ years of experience in professional services marketing, including roles at BDO USA and SS&G, with 12 marketing achievement awards in accounting.
How do you measure success in your growth strategies?
We use data-driven metrics including revenue growth, market share expansion, and client acquisition rates to track progress against clearly defined strategic objectives.
Can small CPA firms benefit from your services?
Yes, our services are scalable for firms of all sizes, with specialized programs for firms at different growth stages from starting points to innovation phases.
