Shows
CPA Trendlines PodcastsBold Action Urged on Talent, Tech, and Culture| Accounting InfluencersIt's time to abandon outdated models and rethink everything.Accounting Influencerswith Rob BrownThe accounting profession is standing at a critical juncture. In a powerhouse panel for the Accounting Influencers Podcast, three industry leaders—David Osborne, CEO of Conga and former Caseware chief; Tom Hood, EVP of Business Engagement and Growth at the AICPA; and Katie Thomas, owner and founder of Leaders Online—called for a radical reimagining of how the profession recruits, retains, and empowers talent.More Rob BrownHood doesn’t mince words. “Technolo...
2025-05-3149 min
Tax Section OdysseyMaximizing Your Conference Experience: Tips and Strategies for SuccessThis discussion with Katie Thomas, CPA, Founder and Owner of Leaders Online, covers three key phases related to making the most of attending professional conferences: pre-conference preparation, strategies for networking and attending sessions during the conference and post-conference activities to reinforce learning and capitalize on connections. The conversation includes practical tips for setting clear goals, engaging with vendors, navigating networking events and balancing various activities to ensure a productive and enjoyable conference experience. What you’ll learn from this episode: How to plan your schedule in advance and the benefits of doing so Tips for...
2025-05-3024 minTax Section OdysseyMaximizing Your Conference Experience: Tips and Strategies for SuccessThis discussion with Katie Thomas, CPA, Founder and Owner of Leaders Online, covers three key phases related to making the most of attending professional conferences: pre-conference preparation, strategies for networking and attending sessions during the conference and post-conference activities to reinforce learning and capitalize on connections. The conversation includes practical tips for setting clear goals, engaging with vendors, navigating networking events and balancing various activities to ensure a productive and enjoyable conference experience. What you’ll learn from this episode: How to plan your schedule in advance and the benefits of doing so Tips for...
2025-05-3024 min
Building the Premier Accounting FirmSystematic Marketing Strategies for Telling Your Firm’s Story w/ Katie ThomasWelcome to another enlightening episode of Building the Accounting Firm, where we delve into the essential strategies for elevating your accounting business. In this episode, Roger Knecht is joined by guest CPA Katie Thomas, who brings a wealth of knowledge at the intersection of accounting and marketing. In this episode, we explore the vital role that marketing plays in attracting and retaining clients within accounting practices. Katie shares her journey from working in a family business to becoming a leader in the accounting and marketing field. She offers valuable insights into how firms can integrate marketing effectively to ensure...
2025-02-1449 minCPA Trendlines PodcastsKatie Thomas: How to Recruit the Best, Organically | Gear Up For GrowthLeveraging social media and other digital platforms allows firms to attract talent without relying on traditional job boards or recruiters.Gear Up for Growth.With Jean Caragher.For CPA Trendlines."You actually have to be a good firm,” Katie Thomas, CPA, founder and owner, Leaders Online LLC, replied when asked about the factors needed for an organic inbound recruitment strategy to work. Full show notes here | Gear Up for Growth spotlights the best strategies for smart and effective growth in today's competitive landscape. More Gear Up for Growth every Friday here.| Mor...
2024-10-1234 min
Diary of a Tax Practice OwnerEp. 007 - Transform Your Tax Practice with Online Marketing Strategies by Katie ThomasIn this episode of Diary of a Practice Owner, we chat with Katie Thomas, a CPA and founder of Leaders Online. Katie shares her inspiring journey of building a thriving tax and accounting practice, focusing on the power of technology and online marketing.About The Guest - Katie Thomas, CPA, has been recognized for her great work with a 40 under 40 CPA Practice Advisor recipient, Top 50 Women in Accounting recipient, and the owner of Leaders Online, where they help accounting professionals increase their impact, influence, and income through thought leadership and digital marketing. They work with...
2024-09-2334 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 142 | The 3 Major Secrets To Making Paid Ads Profitable For your Firm With Katie Thomas CPAAre you an accounting professional struggling to grow your firm through paid advertising? You're not alone. In this episode, accounting expert Michelle and digital marketing specialist Katie Thomas dive deep into the common pitfalls that accountants face when trying to attract new clients through paid advertising. Discover the shocking truth about how much money many accountants waste on ineffective ad campaigns. Learn how to identify your ideal client niche, craft irresistible offers, and build a robust marketing system that converts leads into loyal clients. As the owner of Leaders Online, she shares invaluable insights on crafting compelling ad copy...
2024-09-1537 min
Practice Success PodcastKatie Thomas: From CPA to Marketing MavenKatie Thomas discusses the specific challenges accountants face in marketing, such as the importance of trust, differentiation, and targeted branding. She provides practical advice on managing a brand, a solid referral strategy, and how to balance short-term wins with long-term brand building.
2024-08-2128 min
Accounting Answers PodcastThe Tech Touch: Revolutionizing Accounting SoftwareEp 107: Top experts answer "What could the tech/software vendors do better to serve accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What could the tech/software vendors do better to serve accountants?You'll hear insightful and passionate answers from these 5 experts and influencers:Karen Chalmers | interVal's VP Marketing, helping firms grow revenue efficiently with AIKate Serpe | Former CAS leader and recovering accountant, current SIAP...
2024-08-1208 minAccounting Answers PodcastThe Tech Touch: Revolutionizing Accounting SoftwareEp 107: Top experts answer "What could the tech/software vendors do better to serve accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What could the tech/software vendors do better to serve accountants?You'll hear insightful and passionate answers from these 5 experts and influencers:Karen Chalmers | interVal's VP Marketing, helping firms grow revenue efficiently with AIKate Serpe | Former CAS leader and recovering accountant, current SIAP...
2024-08-1208 min
The Unique CPAThe Big Idea: Strategic MarketingOn Episode 169 of The Unique CPA, Randy Crabtree connects with Katie Thomas, founder of Leaders Online, a marketing firm focused on business-to-accountants (B2A) services. They discuss Katie's journey from her entrepreneurial childhood to her professional experience in a Big Four accounting firm and her eventual venture into establishing Leaders Online to help accountants market their firms. Exploring the shift in marketing strategies for accounting firms, Katie emphasizes the importance of niche marketing, creating demand, and leveraging social media. Randy and Katie also touch on the evolving business development roles within firms, the necessity of following one’s professional pa...
2024-07-2332 minAccounting Answers PodcastThe Evolving Accountant: Experts Predict the FutureEp: 96 Top experts answer: "What are your top 3 predictions for the accounting world in coming years?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What are your top 3 predictions for the accounting world in coming years?You'll hear insightful and passionate answers from these 5 experts and influencers:Karen Chalmers | interVal's VP Marketing, helping firms grow revenue efficiently with AIKate Serpe | Former CAS leader and recovering accountant...
2024-07-1512 minAccounting Answers PodcastThe Evolving Accountant: Experts Predict the FutureEp: 96 Top experts answer: "What are your top 3 predictions for the accounting world in coming years?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What are your top 3 predictions for the accounting world in coming years?You'll hear insightful and passionate answers from these 5 experts and influencers:Karen Chalmers | interVal's VP Marketing, helping firms grow revenue efficiently with AIKate Serpe | Former CAS leader and recovering accountant...
2024-07-1512 minAccounting Answers PodcastThe Disruptive Accountant: Beyond Traditional BoundariesEp: 54 Top experts answer: "Will the next generation of accountants be any different from their predecessors?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Will the next generation of accountants be any different from their predecessors?You'll hear insightful and passionate answers from these 5 experts and influencers:Karen Chalmers | interVal's VP Marketing, helping firms grow revenue efficiently with AIKate Serpe | Former CAS leader and recovering accountant...
2024-05-1610 minAccounting Answers PodcastThe Disruptive Accountant: Beyond Traditional BoundariesEp: 54 Top experts answer: "Will the next generation of accountants be any different from their predecessors?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Will the next generation of accountants be any different from their predecessors?You'll hear insightful and passionate answers from these 5 experts and influencers:Karen Chalmers | interVal's VP Marketing, helping firms grow revenue efficiently with AIKate Serpe | Former CAS leader and recovering accountant...
2024-05-1610 min
Accounting High205 Harmonizing the Hustle at Half a Million (feat. Kelly Rohrs, CPA the Tax Slayer)Episode 205
FACULTY: Kelly Rohrs, CPA the Tax Slayer
CLASS: #SocialStudies
In this episode, Scott interviews Kelly Rohrs, CPA, also known as Tax Slayer and co-host of the Zero to Millions Podcast. Kelly shares her journey, from her first accounting job to starting her own brand. The conversation covers topics such as balancing motherhood with being an accountant, leveraging LinkedIn, her accounting firm, changing traditional practices, the Zero to Millions Podcast, and insights on the current state of tax and accounting.
Shout Outs:
Katie Thomas, Bilal Mehanna, Blake Oliver, TaxDome...
2024-04-2839 minAccounting Answers PodcastNavigating Complexity: The Accountant’s New RoleEp: 34 Top experts answer: "Are business owners any closer to receiving proactive advice from accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Are business owners any closer to receiving proactive advice from accountants? You'll hear insightful and passionate answers from these 5 experts and influencers:Karen Chalmers | interVal's VP Marketing, helping firms grow revenue efficiently with AIKate Serpe | Former CAS leader and recovering accountant, current SIAP...
2024-04-1811 minAccounting Answers PodcastNavigating Complexity: The Accountant’s New RoleEp: 34 Top experts answer: "Are business owners any closer to receiving proactive advice from accountants?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:Are business owners any closer to receiving proactive advice from accountants? You'll hear insightful and passionate answers from these 5 experts and influencers:Karen Chalmers | interVal's VP Marketing, helping firms grow revenue efficiently with AIKate Serpe | Former CAS leader and recovering accountant, current SIAP...
2024-04-1811 minAccounting Answers PodcastNavigating Uncertainty: The Accountant's Guide to InnovationEp: 14 Top experts answer: "What, if anything, will significantly change accounting in the next few years?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What, if anything, will significantly change accounting in the next few years?You'll hear insightful and passionate answers from these 5 experts and influencers:Karen Chalmers | interVal's VP Marketing, helping firms grow revenue efficiently with AIKate Serpe | Former CAS leader and recovering accountant...
2024-03-2109 minAccounting Answers PodcastNavigating Uncertainty: The Accountant's Guide to InnovationEp: 14 Top experts answer: "What, if anything, will significantly change accounting in the next few years?"The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask:What, if anything, will significantly change accounting in the next few years?You'll hear insightful and passionate answers from these 5 experts and influencers:Karen Chalmers | interVal's VP Marketing, helping firms grow revenue efficiently with AIKate Serpe | Former CAS leader and recovering accountant...
2024-03-2109 min
From Zero to Millions: Accounting EditionMastering Marketing Strategies for Accountants with Katie ThomasIn this episode, Katie Thomas, CPA and marketing extraordinaire, joins us to explore marketing strategies for accounting practices and the art of building a personal brand in the industry.During this discussion, Katie shares her unique journey, transitioning from a marketing background to a passion for accounting. The conversation revolves around the vital concept of creating demand before capturing it, with an emphasis on strategies such as establishing a robust social media presence, harnessing the power of podcasting, and networking with ideal clients to attract business leads and build brand recognition.The...
2023-12-0628 min
Rise and StrideEp. 22: Beyond the NumbersWhether you're a seasoned CPA or a budding accountant aiming to make a mark in the profession, we go beyond the numbers with Katie Thomas, CPA and owner of Leaders Online, in this podcast with advice and tips to unlock and grow success through leadership and branding.
2023-12-0427 min
The Tech Talk for Accountants ShowEpisode 345: Katie Thomas-Mastering the Art of Social Media: Choose, Connect, Converse, Create
As the founder and owner of Leaders Online LLC, Katie
Thomas, CPA is a recognized expert in content production, digital marketing strategy, and public speaking. She was recognized in 2021 as one of the Top 50 Women in Accounting and one of the 40 Under 40 by CPA Practice Advisor.
Prior experience includes working for two of the biggest
professional service businesses in the world and earning bachelor's and master's degrees in accounting from the University of Kansas as valedictorian and summa cum laude.
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Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
2023-10-2341 min
Healthy Wealthy & Wise AccountantsThe Power of Showing Up: Increasing Your Impact, Influence & IncomeCPA and entrepreneur Katie Thomas shares her journey from Big 4 accountant to founding a leadership marketing firm, providing insights on optimizing marketing strategy, achieving work-life balance, and using her love of horses to teach business communication skills. Katie gives accounting professionals tips on growing their personal brands and connecting authentically on social media.Connect with Heidi Henderson:LinkedIn : https://www.linkedin.com/in/heidihendersonetsConnect with Katie Thomas:LinkedIn: https://www.linkedin.com/in/katiethomascpahttps://leaders-online.comThis Podcast is brought to you by Engineered...
2023-08-1540 min
The Golden AGE of Business#52:Marketing Mindset Mastery: Strategies and Tactics with Katie Thomas, CPAWelcome to an exciting new episode of our podcast, where we delve into the fascinating world of marketing and uncover the strategies and tactics that can unleash your business's true potential. In this episode, we have a special guest with us: Katie Thomas, a seasoned professional with a wealth of experience in marketing, sales, and accounting.With over a decade of hands-on experience, Katie brings a unique perspective on the crucial intersection between positioning, selling, and running profitable businesses. Having worked for one of the largest corporations in America, she witnessed firsthand the missed opportunities that arose...
2023-07-1234 min
The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping ProfessionalsEpisode 116 | How An Accountant Added $70k In Monthly Recurring Revenue To His Firm With Katie ThomasWhat being an abundant accountant really boils down to is being able to earn more for working less. But how do you find quality clients that will allow you to do this? Digital marketing may be the missing link. In this episode, CPA, content creator, and digital marketer Katie Thomas leads us on an exploration of digital marketing for accountants. She shares are powerful story of how an accountant added $70k in monthly recurring revenue to his firm by following her step-by-step process. If you’re wondering how you can use content and social media to get the clients yo...
2023-07-0136 min
The FaaS Evolution by GrowthLab FaaSNot Your Average Podcast about the Same Old Marketing Tips w/ Katie ThomasIn this episode of The FaaS Evolution, Dan Gertrudes is joined by Katie Thomas; a 40 under 40 CPA Practice Advisor recipient, Top 50 Women in Accounting recipient, and the owner of Leaders Online, where they help accounting professionals and B2A (business to an accountant) professionals increase their impact, influence, and income through thought leadership and digital marketing.
They won't be talking about the same old marketing tips, instead they are diving into the unique ways accounting firms can market themselves and why it is important for them to do so.
W...
2023-05-3043 minAccounting High121 Increase Your Impact Influence and Income (feat. Katie Thomas, CPA) | #SocialStudiesEpisode 121 | Recorded February 13, 2023
In today’s episode, Scott talks to Katie Thomas, CPA to discuss the highs and lows of her journey in the accounting world. From getting into accounting to starting businesses, Katie shares her experiences and insights on content creation, team building, and attracting clients. She also gives tips on building confidence as a content creator and shares her personal journey in setting goals, aspirations, and failures. Tune in to this episode to gain valuable advice and inspiration from a successful CPA and content creator.
Katie’s start
Collage, getting into acco...
2023-04-061h 12
Blood, Sweat & Balance SheetsHow to Update the Path to Accounting?When meetings and billable hours start eating into your sleep schedule and overall wellness on, say, the week of your wedding, something's got to give. And, with fewer students taking an interest in accounting, the time for change was yesterday. Join FloQast CEO Mike Whitmire and Katie Thomas, CPA, founder and owner of Leaders Online LLC – both Ernst & Young veterans – as they sketch out a better, kinder future for the field (universities, take note), and share bright and dark spots from their respective careers. Plus, get to know more about Leaders Online, and the unique skill set Katie and her...
2022-09-0738 min
Pulse of the PracticePOTP Episode 107 - A visit with Katie ThomasPaul and Will are joined this week by Katie Thomas, a CPA and the owner of Leaders Online. We talk about using social media well. Katie makes some great cases for using video, and focusing on being authentic and personal over being technical. We hope you get some tips – or perhaps courage – from this episode. You can learn more about Leaders Online from their website, https://leaders-online.com/.
2021-09-1317 min
Powerhouse Women120: Three things you can do in under 30 minutes a day to connect with your ideal audience on LinkedIn with Katie ThomasThere are so many different social media platforms that it’s easy to get overwhelmed trying to manage them all. If you are growing a business, one platform that you’ve probably considered is LinkedIn. Did you know that you can target the exact people that you want to get in front of so much easier on LinkedIn than on Facebook or Instagram? That is just ONE of the nuggets that I learned from my guest today, Katie Thomas. Katie is a CPA by trade and the founder of Leaders Online, where she helps professional service prov...
2020-06-0447 min
Count Me In®Ep. 49: Katie Thomas - Want to grow your business and become more profitable?Contact Katie: https://leaders-online.com/contact/Katie's recent content: https://www.linkedin.com/in/katiethomascpa/detail/recent-activity/shares/FULL EPISODE TRANSCRIPT(Foreword) Adam: (00:00)Hey everyone. Adam here. Before we get started with today's episode, I want to thank you all for joining us each week and taking part of these great conversations we are having, but I have to ask you a favor. If you listen each week and you enjoy this podcast, please go on iTunes and rate us and leave a review. This helps our podcast be able to reach...
2020-02-1713 min
Hey Preslie Podcast#37: How to Make a Brave Career Change with Katie ThomasFounder of Leaders Online and CPA, Katie Thomas (@katiethomascpa), is a digital marketing strategist, content creation expert, national speaker and entrepreneur. She recently went through a major career change after leaving the accounting world behind to start a business more aligned with her current passions and strengths. Katie shares very openly here about the challenges that come with a big professional pivot including identity, support from friends and/or family, how to pick the “right” next move and more.Resources mentioned in this episode:Contact Katie onlineLinkedInTim Ferris ShowA Tribe Called Bliss by Lori HarderAsana project mana...
2020-02-1642 min
Future Firm Accounting Podcast#5 - Social Media for Accountants - Awesome Tips & TricksEach and every day we scan through 100, maybe even 1000's, of social media posts. It's to the point where if you're getting involved in social media marketing that it's almost impossible to cut through the noise.
If you're interested in social media for accountants and in using it in your firm, fear not. Katie Thomas, CPA has you covered.
She has almost 10,000 Instagram followers, a loyal Linkedin audience with super high engagement and a newly started Youtube channel. In this episode she shares her tips & tricks when it comes to social media for accountants and...
2019-11-0752 min
JJ THE CPA HERE#2 JJ THE CPA & Katie Thomas, CPAJJ and Katie discuss the world automation and how it can make things better for you and your business! You do not want to miss this one!
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This episode is sponsored by
· Anchor: The easiest way to make a podcast. https://anchor.fm/app
2019-10-0934 min
2019-07-1644 min
Tax Rep Network with Eric Green52. Automation and Implementation with Katie Thomas CPA by Tax Rep NetworkIn this week’s podcast Katie Thomas walks Eric and our listeners through how she recognized issues while working at a Big Four firm, and how she and her husband chad teamed up to begin automating practices. Katie is a CPA who specializes in helping firms implement systems, empower their people and grow their bottom line. Having wrestled with this himself, eric found Katie and reviews what firms should be thinking about as they try and restrain themselves from tearing out what remains of their hair this tax season! Want to con...
2019-03-0129 min
#IDPodcastEpisode 6 - Workflow and Process Automation with Katie Thomas CPAYou know what time it is!!! Its another hot episode of the IDP Podcast! Today we have the opportunity to talk to the automation queen #automationkatie! Katie Thomas of Katie Thomas CPA is one of the industry leaders in automation and efficiency in the accounting industry. She helps firms automate and implement technology to help you do business better. She is also a proponent of self love and making sure you believe in yourself.
We had a great conversation about workflows and process automation, collaboration, and self love.
I will say I apologize for my audio...
2019-01-2538 min
3C AmplifiedDebbi Bertolet Owner of Organized Inside and Out and Katie Thomas CPA with Diamond J AccountingCreating a system for a better organized home, office, finances, LIFE can be daunting, but this segment’s guests broke it down into simple steps.
On this episode of 3C Amplified guests Debbi Bertolet, owner of Organized Inside And Out and Katie Thomas, owner of Diamond J Accounting, LLC inspire listeners to get organized in their home, their business and their finances.
Tune in now to learn how to cut through your clutter and make a difference by donating your unwanted items to a nonprofit. Katie also talks about the Arizona tax credit and the be...
2018-12-1300 min