In this episode of The Accountant’s Flight Plan Podcast, we sit down with Kristen Corey, founder of Media Books Agency, to talk about how accountants can use marketing to strengthen their brand, attract ideal clients, and communicate value beyond compliance work. With experience in both public accounting and marketing, Kristen shares how her journey from working as an auditor to owning her own marketing agency taught her the importance of storytelling and connection in the profession.
Key Timestamps
00:57: Introduction of Kristen Corey and her journey from auditor to marketer
03:00: Building a marketing career abroad and launching Media Books Agency
07:00: The importance of communication skills for accountants
10:10: Why every firm needs marketing, even if referrals are strong
13:05: Using AI tools like ChatGPT for tone, content, and creative brainstorming
16:31: Marketing strategies for small accounting firms under $5M
17:29: The power of newsletters and relationship-based marketing
20:41: Under-the-radar marketing tactic: consistency on social media
23:54: Funny story: catching potential fraud during an internship
27:20: Book recommendation: Extraordinary Circumstances by Cynthia Cooper
Link to full listing: https://poegroupadvisors.com/practice/sc2038/
Firm Highlights:
- Young, energetic owner committed to staying 10+ years to run and grow the firm.
- Selling 70–100% equity, with plans to offer key employees an ownership stake.
- 3+ CPAs on staff and over 20 employees.
- High-net-worth clients with strong loyalty and consistent referrals.
- 78% of services tied to business clients.
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