CPA - medium firm
When it comes to growing your accounting practice, your client experience can either turn your clients into life-long fans, or away from ever using you for their accounting needs. In this webinar, Katie Thomas, founder of Leaders Online, will show you how to build a successful brand with practical solutions that make you the hero for your clients.
Learning Objectives:
- Identify how to build a brand that attracts the client you want
- Outline a client experience that transforms them into raving fans
- Determine technology and tools that streamline and enhance collaboration
Katie Thomas
Leaders Online
Founder and Owner
[email protected]
Katie Thomas, CPA is the founder and owner of Leaders Online LLC. She is a digital marketing strategist, content creation expert, and national speaker. In 2021, she was named 40 under 40 by CPA Practice Advisor and Top 50 Women in Accounting by Ignition.
Katie’s superpower is helping you implement the right marketing strategies to reach your target audience in a way that you’re sure to captivate their attention, cultivate a genuine relationship, and grow your business.
Prior experience includes working for two of the largest professional service firms in the world and graduating as valedictorian and summa cum laude from the University of Kansas with a bachelor’s and master’s degree in accounting.
About Our Sponsor
The company known as ImagineTime was founded in 1999 by practicing CPA Fred Lindsley who was in need of software solution to help him have better visibility of information, and a platform to help him make better decisions. He developed a solution that proved very popular with his employees and partners who encouraged him to take it to market. From there, Fred sold his CPA firm and focused exclusively on the software for nearly 20 years.
In 2018, Carl Coe acquired the company and set forth the plan to modernize the platform and help the company to grow to meet its potential. Since then, the company has grown over 200%, added thousands of accounting firms, and changed the product mix. In 2019, the company released ImagineShare for Secure File Sharing and eSignature, and in 2020 Mango Billing was acquired and became the flagship product for the company.
The future is very bright for Mango Practice Management with an exclusive focus helping accountants manage their practice and become more profitable with easy-to-use software
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.