Marketing and Tea with Katie

In this episode of Marketing and Tea with Katie Thomas, CPA, Katie reflects on her personal journey throughout 2025 and the mindset shifts that have transformed how she runs her business, leads her team, and shows up for her family and herself. Katie shares how she once lived by the quote “proud but never satisfied,” pushing herself to extremes in both work and life. From waking up at 3:30 AM to w...

In this episode of Marketing and Tea with Katie Thomas, CPA, Katie answers a question nearly every firm owner has asked at some point: What kind of ROI can I expect from social media? As CPAs, we love numbers and measurable results. But she explains that social media doesn’t always deliver ROI in neat, tidy metrics. Instead, it works more like planting a garden. The seeds planted today may not spr...

This week on Marketing and Tea with Katie Thomas, CPA, Katie tackles a question she gets asked all the time: Do cold messages ever work? If you’ve ever rolled your eyes at a LinkedIn inbox full of pitches, you’re not alone. But Katie explains that when done right, cold outreach can open doors, build genuine relationships, and lead to meaningful opportunities for a firm. In this episode, she shares...

In this episode of Marketing and Tea with Katie Thomas, CPA, Katie and Chad break down one of the most important topics for accountants today, personal branding. Whether you’re a firm owner, an internal accountant, or just starting your career, your personal brand shapes how clients, colleagues, and even future employers see you. You’ll learn: Why personal branding goes far beyond logos, websites,...

In this episode of Marketing and Tea with Katie Thomas, CPA, Katie and Chad break down one of the most important topics for accountants today, personal branding. Whether you’re a firm owner, an internal accountant, or just starting your career, your personal brand shapes how clients, colleagues, and even future employers see you. You’ll learn: Why personal branding goes far beyond logos, websites,...

In this episode of Marketing and Tea with Katie Thomas, CPA, Katie and Chad dive into the concept of the client flywheel and how it can transform the way firms think about growth, client experience, and team satisfaction. Instead of relying only on the traditional client lifecycle, the client flywheel focuses on creating momentum that continues to compound over time. When implemented well, it lead...

This week on Dear Katie, part of Marketing and Tea with Katie, Katie answers a question that many of us can relate to in the age of remote work: How do I network in person without feeling awkward? After years of Zoom calls and LinkedIn connections, walking into a crowded conference or industry event can feel overwhelming. What do you say? Where do you start? How do you make sure you don’t just sta...

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-dr...

This week on Dear Katie, part of Marketing and Tea with Katie, Katie answers a question that so many accountants and business owners struggle with: What do I post when I feel like I have nothing to say? If you’ve ever stared at a blank LinkedIn post box or an empty Instagram caption field and thought about giving up, you’re not alone. Katie shares why the problem isn’t a lack of ideas but a lack o...

Welcome to Marketing & Tea with Katie, the podcast that blends marketing strategies with real-life experiences and conversations. Hosted by Katie Thomas, CPA, Top 50 Women in Accounting honoree, and 40 Under 40 recipient, this show serves up the perfect mix of professional insight, personal perspective, and real life stories. Each week, you’ll hear candid takes on everything from building a st...