Katie Tolin

Co-Founder at #XcelLabs | Growth & Profitability Consultant to #CPAs at @CPAGrowthGuides | Past Pres. of @AAMHQ, #AAMKT

[Katie Tolin @KatieTolin]

AI helps you work faster, but it can also help you create better client experiences, stronger relationships and more growth.

I recently shared my perspective on where I think firms should focus next & why human judgment still matters most. Give it a read.

#Accounting #CPAFirm

[Ace Cloud Hosting @AceCloudHosting]

CPA firms do not need louder marketing. They need clearer growth strategy.

In this conversation hosted by Ace Cloud Hosting, @KatieTolin , Chief Growth Guide at @CPAGrowthGuides and Co-Founder of XcelLabs, shares how CPA firms can use AI to improve marketing, client experience, and business development without losing the human judgment clients trust.

The key takeaway? AI can support growth, but clarity still leads. Firms still need to know who they serve, what makes them different, and how they create value in every client conversation.

👉 Read more: https://t.co/wu41aN3Mhq

How is your firm using AI today, for internal productivity, client communication, or growth?

[Katie Tolin @KatieTolin]

@for_ledger @JodyPadarCPA @the_picpa Firms are still trying to figure this out. We're starting with action, authenticity, clarity, engagement, impact and growth. Plus, customizing to what firms want to measure.

[Katie Tolin @KatieTolin]

This week @JodyPadarCPA and I introduced Navi at @the_picpa Annual Meeting.

AI is changing the technical work. We’re focused on helping accountants strengthen the human side.

The response to Navi was incredible. It feels like the start of something big.

#AI #Accounting #Navi

[Katie Tolin @KatieTolin]

I'm excited to be presenting on this topic and I have a new idea to make it more interactive and fun. Sign up and let me know if I'll see you there.

#AAMKT #CPAMarketing #AI #XcelLabs

[Association for Accounting Marketing @accountingrowth]

Ready to move beyond prompts and unlock the real power of AI? 🤖✨

Join Katie Tolin as she leads a pre‑conference workshop at the #AAMSummit on "AI Strategy: Forget the Prompts, Flex Your AIQ."

Seats are limited! Grab your spot today: https://t.co/HmOyUK7WT0

[Katie Tolin @KatieTolin]

Exciting news! I’ll be running a hands-on pre-con workshop at #AAMSummit2026, where we'll learn how to use AI to help your firm and advance your career. Will I see you there?

#AAMKT #CPAMarketing #MarketingLeadership #AIX #AIQ #XcelLabs

[Katie Tolin @KatieTolin]

This is a must have for firms who want to understand how other CPAs spend and where they are putting dollars in the budget for next year. I get every...single...one!

[Association for Accounting Marketing @accountingrowth]

📊 Just out: 2025–2026 AAM Marketing Budget Benchmark Study!

Top firms invest 2× more in marketing, boost events by 21%, & 64% eye more video spend.
Get the Executive Summary ➡️ https://t.co/KXahgkcu9H
Purchase the full report ➡️ https://t.co/uCGUK7rpbj

#AAMStudy

[Katie Tolin @KatieTolin]

I wrote this after looking at the last three @AAMHQ budget surveys conducted by @hinge. If you don't have this survey, get it, and transform how you look at marketing spend. Invest smartly!

Thanks for publishing this, Accounting Today.

#AAMKT #AccountingMarketing #CPAfirm

[Accounting Today @AccountingToday]

For years, accounting firms have treated marketing budgets as a line-item percentage, often hovering between 2% and 3% of firm revenue. But recent trends reveal a smarter shift underway. High-growth firms are spending differently, not necessarily more. https://t.co/hsg3vyowCm #accounting #marketing

[Katie Tolin @KatieTolin]

Exciting news! We are going to reinvent the profession one accountant at a time. Let me know if you’ll be at #ENGAGE25 for an invite to our #XcelLabs launch pool party.
#AAMKT #CPAmarketing #CPA

[Accounting Today @AccountingToday]

.@JodyPadarCPA, an author and speaker known as "The Radical CPA," and @KatieTolin, a growth strategist for CPAs, together launched an AI training and technology platform called XcelLabs, in partnership with the Pennsylvania Institute of CPAs @the_picpa and @CPACrossings https://t.co/NnMWQnCpmJ #accounting #AI

[Katie Tolin @KatieTolin]

Headlines that make you say, hmmmm (and finding it completely believable how real the situation likely was for an aspirational young woman wanting to impress). #CPA #accounting #AAMKT https://t.co/Dr0UdAaiBu

[Katie Tolin @KatieTolin]

I had so much fun doing this one. If you have listened in, you should. #aamkt #cpamarketing #cx #podcast #cpafirms

[ClearlyRated @ClearlyRated]

🎙️ICYMI Podcast Episode: We had accounting influencer @KatieTolin join us to discuss a key but under-explored topic: Succession Planning and Client Experience! Listen now ➡️ https://t.co/GoM6WsEPcj

✨Want more? Register for our webinar on Wed with Katie https://t.co/ie7jvhW7o7

[Katie Tolin @KatieTolin]

A great read to anyone who has ever considered a survey. Don't be one of the too many companies launching bad ones. #marketing #survey #marketresearch Should You Run a Survey? https://t.co/HMQbHfHQZp

[John Tyreman @John_Tyreman]

A podcast should evolve over time.

In this conversation, I caught up with @KatieTolin about her experience hosting the Amplify podcast for @AAMHQ.

Get the full conversation here:
https://t.co/bp0xW1rAqg

[Loren Fogelman @lorenfogelman]

Many #accounting firm owners start out as generalists, working with a wide variety of clients.

@KatieTolin shares the benefits of a defined niche and the roadblocks to avoid.

https://t.co/pCLxTElE8f

#accountingandaccountants #bookkeepingandaccounting #taxandaccounting

[Katie Tolin @KatieTolin]

A good read for those of you playing with AI, getting stuck or just looking for better ways to do things. #AAMKT #CPAmarketing. "How ChatGPT works: Secret ChatGPT instructions revealed" https://t.co/eVckxIs9Mr

[Katie Tolin @KatieTolin]

Spot on!!! I've seen good and bad and guess what? Clients like and respect the good ones as much as (if not more than) the CPA. Talk about a great client experience. #AAMKT #CPAmarketing #Accounting. "Krulak's Law: How frontline staff reflects your brand" https://t.co/hvexmmvZpy

[Katie Tolin @KatieTolin]

Hum. A big problem that needs a solution sooner than later. However, do work conditions (and intense overtime) have a bigger impact? As people want more flexibility and the UK is proving value in a 4-day work week, long tax seasons aren't appealing. https://t.co/R8XOTQro4F

[Katie Tolin @KatieTolin]

Check out this "Escaping the Accountant's Trap" podcast where I talk about being intentional with your marketing and not leaving things to chance - https://t.co/o7tNKu6ypV. Thanks to @thecfoproject for inviting me to be a guest! #AAMKT #cpa #accountant #MarketingSuccess

[Katie Tolin @KatieTolin]

Hey, @texasroadhouse - you do not need my cell to text my table is ready. That’s not legendary service (as sign in hostess stand says) when there are people standing here being called by name and an huge stack of pagers. Phone number for service is bad business. #privacymatters

[Katie Tolin @KatieTolin]

I've often said: You have to think smaller to get bigger. That's not just a #cpamarketing/#AAMKT strategy, even Apple uses it. Great quote from today's WSJ CMO Newsletter ...

[Katie Tolin @KatieTolin]

Some different tips I've seen for using ChatGPT to write. #AAMKT #Content #writing #AI "Try these 5 ChatGPT prompts for writing clearly" https://t.co/nCaPJY6N7C