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July 8, 2021 11 min

In this episode, we interview Katie Tolin, Growth & Profitability Consultant for CPAs, Chief Growth Guide at CPA Growth Guides. Katie has been recognized as a Top 100 Most Influential People in Accounting. Together we explore how professionals can: 

  • Enhance the client experience by embracing advisory thinking.
  • Upskill practice performance by focusing on a few key areas.
  • Lean-in on increasing client intelligence to offer greater insights. 
  • Conduct proactive planning sessions to create more engaged client meetings.
  • Learn more about Katie

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