Marketing and Tea with Katie

Dear Katie: The Biggest Marketing Opportunity Most Accounting Firms Overlook


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This week on Dear Katie, part of Marketing and Tea with Katie, Katie tackles a question many firm owners are asking: What are the biggest opportunities in marketing for accounting firms today, and are there any new strategies worth paying attention to?


The world of marketing is full of noise. Every day there’s a new tactic that promises to be a game changer for accountants from TikTok ads to AI-driven funnels. But not every shiny object actually works in practice for accounting firms. In this episode, Katie shares the one strategy that has stood the test of time yet often gets overlooked: intentionally connecting with the right people and backing it up with consistent content.


You’ll learn:


Why connection is more than networking and how to approach it strategically


The type of people who can open doors to your ideal clients


How content acts as your portfolio and credibility when pitching collaborations


Real-world examples of firms that saw major growth through this approach


Practical steps you can take this week to start building meaningful relationships that drive ROI


The truth is that the biggest opportunity in marketing for accounting firms is not about chasing the newest platform. It’s about building trust, showing up with valuable content, and collaborating with the people who already serve your niche.


Be sure to follow Katie on


LinkedIn: https://www.linkedin.com/in/katiethomascpa/

Instagram: https://www.instagram.com/katiethomascpa/

X: https://x.com/katiethomascpa


Have a question for Katie?


Submit it at https://dearkatie.leaders-online.com/

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Marketing and Tea with KatieBy Katie Thomas, CPA