Episode 7 with Katie Thomas

Jamie Gruol: Welcome to Diary of a Practice Owner. I am your host, Jamie Gruol.

Jessica Smith: And I’m Jessica Smith.

Jamie Gruol: Thomas, who Katie is an amazing practice owner. And we’re so excited to share your story with her she has had some major accomplishments in her. career, and she has so much to share with you today about how you can really bring your practice to life using online marketing.

Jamie Gruol: So I’m excited to hear her story and how she got into practice. That space all through that journey. And I want to introduce her first. So Katie Thomas is a CPA and has a 40 under 40 CPA practice advisory recipient, She’s also received the award top 50 women in accounting and is the owner of leaders online where they help accounting professionals increase their impact, influence, and income through thought leadership and digital marketing. They work with a variety of firm sizes, Some of which are in the top 100 and some which have only one partner and are just beginning their firm owner journey. So Katie, welcome. We’re so excited to have you here today.

Katie Thomas: Thanks for having me, Jamie and Jess. I’m super excited to be here and share my story and hopefully Give your guests something that they can implement and take away from today. 

Jamie Gruol: We love that. You’ve got such an inspiring story. So would you share with us how you got into the tax and accounting field and what really inspired you to start your own practice? 

Katie Thomas: of back up to my journey, even before accounting, I was actually, I grew up in a small business and I was doing marketing, building websites from the time I was 12, 13, got to learn SEO and be in Google ads in the prime age where it was just a couple cents. And so I really loved marketing, but I also saw this entrepreneurship journey as something I was interested in as well from a young age.

And so when it came time to go to college, I heard accounting was the language of business, which is, and I remember taking my first accounting class and was like, accounting’s awesome. I love how everything balances. It’s great. Um, so I did the whole. Get your undergrad in accounting, get your master’s, take the CPA exam.

And then while I was working in big four, my love for marketing just never went away. And I noticed this gap where a lot of the senior managers and the partners, they might love their career, but something they weren’t crazy about was the business development side of things. And so I wondered, okay, if it’s like this at these big firms, What’s it like for all the other accounting firms out there?

And maybe there’s a way I can combine my love for marketing with my knowledge of the industry. And so when I left, that’s what I did. Um, and you know, I guess right before I left, I remember I asked. One of the partners, I was like, Hey, do you guys have a BD role here? Um, and they were like, uh, no, that’s not a role that we just have.

You know, that’s really, that’s the partner’s job. Um, so it was, it’s kind of funny thinking back on it now. Like they had Vic, who is this girl? Uh, But yeah, when I left, I really couldn’t find many people just focused on marketing for accountants. And so it’s been an awesome journey of seven years so far.

And we work with a variety of firm sizes. Some are in the top one, 200, and then some they’re just one partner and maybe have a handful of staff.

Jamie Gruol: Interesting. And so did you build your own practice then after you left the big four? 

Katie Thomas: Yep. From the ground up, just 

Jamie Gruol: Yeah, so what was that like? Right, 

Katie Thomas: background in marketing and knowing a lot of the tactics, what I do, I went to Google and I was like, okay, what, what are the latest and greatest marketing strategies? Because at the time no one knew me, I didn’t have a following on social media.

If I posted a blog post, maybe my mom maybe would read it. And so I wanted to find a process where I could reliably get in front of clients in a way that would not take a lot of time, but would also not cost a lot of money. And that’s where a lot of firm owners are at whenever they just start. And so you kind of have a variety of options.

You know, you can pay to get leads basically right away with say something like meta ads. But a lot of times when you’re getting started, you have a lot more time than money. Um, like I said, I could do blogging, but that probably would take a while and no one would read it at the beginning. And so I found this process that we’ve now implemented and it worked really well for growing, uh, leaders online, but now we’ve grown other firms really well through it.

Which I’m happy to share on this podcast because anyone can take and implement it. Um, And it’s not just helping in terms of client acquisition, but the same process can be applied to attract staff, which has been really interesting. As you know, we’ve, as accountants, we’ve pretty much all experienced this talent crunch.

People are leaving the industry. It’s hard to find good talent. So happy to walk through what that process looks like.

Jamie Gruol: Yeah, I would love to before we go there Would you mind sharing a little bit more about what it was like when you started your practice? You focused on the marketing and you started growing it So, how did you how what did that journey look like as you started to scale your practice and bringing on?

More clients and having to build the systems and really getting all of the wheels rolling Um as you were moving forward

Katie Thomas: Yeah, so it was definitely a journey. Um, I initially just to like manage my task, I found Asana. And I really, really loved Asana. And I thought it was crazy whenever I found this because I mean, the free version does a lot and comparing that to what I did working in big four, I would just have a notepad and write everything down.

I’d put some reminders on my calendar and I was like, wait a second, there’s a tool out here that you can use to track things. 

Jamie Gruol: wait, you’re seeing the big four. You guys didn’t have like a big, like massive tool that like helped you keep everything 

Katie Thomas: Okay.

Jessica Smith: girl, I resonate with this so much because I, I didn’t work in a big four firm, but I did work like in a big law firm. And a big part of what was really frustrating for myself was these firms have money, but no systems. The fact that you’re like, Oh, I had a notebook. I’m like, girl, I had like seven notebooks and you tore out the pages to make sure they got in the file so that you didn’t have client data just like sitting out. Oh my gosh. I, I’m just cracking 

Katie Thomas: Every day you’re coming in and you’re like, okay, here was my list from last yesterday, like, let me like scribble now reorder and reprioritize. And it was a mess and granted they, they might have had something, but how it worked where I worked was we were kind of in our own little like department. So within tax, you could be like working with international tax or, um, state and local tax and like everyone did their own kind of thing.

And based upon my knowledge, at least for tax, like there was no central, like a sauna type tool or, you know, maybe they have something now I hope they do, but because that was crazy. And. You see why things got missed a lot. So learning how to like use these tools. Um, now we do use ClickUp, which I don’t know.

I, I like them both. The only reason why we switched to ClickUp was because it could support some more advanced automations that we need for like handing off tasks. I definitely still love Asana. Um, but it really allowed me, like once I got everything in Asana to start effectively delegating and bringing on a part time help.

I remember like the relief I felt because I think as a lot of times as like practice owners, we are a bit of naturally a control freak. We want to make sure everything gets done. We aren’t the best at delegating, but being able to use a tool to be like. Okay, I can see this. I can see, I can get a report that it wasn’t checked off.

It wasn’t done. And just like that peace of mind that I don’t have to like literally be standing over someone. It’s okay. I can let it go. I can trust it. Uh, was a huge unlock in the only way that I’ve been able to grow the firm is to be able to have a tool to delegate effectively and have these workflows in place to not just say, Hey, this needs done.

By this state, by this person. But once it’s done, now it needs to go to this person for a review. And once that’s done, like the continuation of the process is huge. 

Jamie Gruol: absolutely. Now we were lovers of tax stone just because it automates a lot of the client communications and the client experience portion, but you can do that in so many different tools. And I think like, to me, the thing that always stands out is that, The critical need for systems, the critical need for leveraging technology to help you get to the next phase.

And you did that with your marketing too, right? Like, um, I would love to hear about how, as you scaled your clients in, like what became the most critical, systems. I mean, you said Asana, but was it, did you find that you needed to like continue gaining knowledge about how the tool works? Like, how did you manage that?

Because as you’re building your practice, focusing on getting clients and having to learn a new system, how did you kind of tread into that water as well? 

Katie Thomas: Yeah. So there’s like different sectors I like to think about. There’s like the actual like client acquisition. Um, so like what are you doing to go out and attract them, bring them into your world, um, to get them to ultimately book an appointment. And there’s going to be systems there. So whether that’s your process around creating content, your CRM, your proposal and engagement letter, your payment collection, all of that we have pretty systemized.

throughout the process. And we can reliably know about how many people are we’re going to get, going to have book on our calendar, uh, and express interest based upon what we’re doing, what activities we’re taking as well as the time of the year, because it is kind of seasonal, like an accounting firm, a marketing agency is to whenever you work with accountants.

Um, so we have systems there, we have systems around onboarding. So Okay. They’ve signed the engagement letter. What’s next? What’s that kickoff process look like? What information do we need to get from them? What’s going to happen on the onboarding and then post onboarding? What do those next few weeks look like?

So that everyone’s on the same page as to when what’s going to happen. And cause there’s like a period kind of like, again, like accounting where you’re taking over, you’re getting their information. Maybe you’re creating content, the first deliveries at a certain date, um, whenever you’re logging in maybe to their social media accounts, all of that’s very, Outlined and systematized.

And then there’s that ongoing delivery and making sure that you’re doing what you say you’re going to do. Everything’s getting done on time. You’re having a client meeting, any requests that come out of that meeting. Uh, we really have it super systemized now that I’m getting ready to have my second child.

Um, my first is two and I’m getting ready to have my second here in just a couple of weeks. And I feel really good about where we’re at and even being that X, I don’t even want to say X control freak. I still am a bit of a control freak, but I feel good to 

Jamie Gruol: It never goes away. 

Jessica Smith: It 

Katie Thomas: I’m okay. And the clients are going to continue to be served. I can step away, but still not be like, Hey, I have a bird’s eye view. I can open up my computer at any time, see where everything’s at, how the clients are doing, how the team’s doing. And that would again, not be possible without systems and processes in place. 

Jamie Gruol: that’s awesome. So did you, so it sounds to me like, even though you have two businesses, they kind of run in parallel as far as like how you’re doing a client delivery. Right. And I think that’s something important for everyone to note when you’re building a business. Everyone has delivery and everyone has to have the systems in order to make that work well.

So how did you come up with your systems, Katie? Was it just through trial and error? Was it that you leaned upon your experience in the, you know, the big four? Like how did you come up with those systems? Because I’ve always been fascinated with how Jessica did it as well. Um, maybe you guys can riff on that together because there’s probably a lot to learn from you guys about that. 

Katie Thomas: I’m someone who I actually, I think it maybe is just kind of natural that I like to document things. And I did this while working in the big four because people would always be like, Oh, you know, once you kind of master something, hand it off. And I remember like, there was already some like turnover or maybe just, Hey, you were working with this staff.

Now you’re going to work with this staff on it. And like, I noticed really quickly that I didn’t want to have to re explain everything. Start to finish and so even while I was working in big four I didn’t know at the time, but I was really good at making SOPs of like here’s what I do So that then when someone would come or I would switch who I was teaching I could be like walk them through it But here’s your instruction sheet and so I did that pretty early on even when it was just me in my business so that I could, um, you know, I could get quicker at things because I would just make that checklist.

And that’s something I still do whenever we do something new. I document everything I do like, okay, you’re going to do this, then this, then this. And then I will always just update it as I go so that hopefully now I know that is going to become an SOP and that is going to be handed off. So I documented from the beginning.

And then, um, once I started using a tool, I started putting those steps into the tool, but I’m also super lucky because I did get help. My husband, he’s an engineer and he’s super good at like, he’s the one that sets up all the automations, everything. So I’ll be like, Hey, here’s my kind of mess of instructions.

Now, how can we organize and systemize this better so that it’s optimized? Because I can tell you this, like our brains work differently. And I. And more of maybe like information overload where he’s like, okay, you don’t need this and you can make this happen when that happens So it wasn’t just me and it still definitely isn’t like in click up before i’m like, hey, there’s this bug going on He’s the one that’s gonna jump in and fix it.

I’m not good at that

Jamie Gruol: It’s always nice to have

Katie Thomas: Yeah, yeah. 

Jamie Gruol: Jess, is that similar to how you kind of got your systems going and allowing you to scale your business? Yeah. 

Jessica Smith: this industry, you know, I, I was pregnant and I, you know, unfortunately I got, you know, let go from my job at the time during COVID. Like April 13th of 2020. And I was literally due within 30 days. Like I was ready to like, go on maternity leave.

I was going to take my 30 days, like all was going to be good in the hood. And then, you know, they ended up terminating me, which probably could have been a bigger deal than it was, but I was just, again, it was a little bit kind of chaotic there at the end. So I kind of, you know, took it on the nose, took my maternity leave and then almost immediately, you Obviously COVID being with where it was decided I had to find a way to make money with this new baby because I could not put her in daycare and I can’t just go get a job at another firm. So I had always had my own business, but it was very much like a side hustle, right? Cause I had my full time income from the firm that was reliable, all good to go. And then this was just something fun and brought an extra money and paid for all the fun things. And so I basically. Um, and I saw obviously what was had already grown to the point where I could have taken it full time, probably a couple years prior.

But now it’s like, well, now I have to take this full time. I have to do this. And you learn kind of really quickly. Especially coming from a couple of other places that don’t have systems, like literally don’t have systems. And it’s always mind blowing to me. These firms that are actually really, really well known or have fantastic reputations for how the clients like love working with them.

And then all of us are actually like in the back end, like the, the trenches of this business. And we’re like, how, like, how do they. It appears so great to all these people because we’re just a freaking mess internally, like, we’re, you know, we’re struggling to find, you know, notes in the files, or, you know, people have 20 different versions of the same document floating around, like, it’s really, really mind blowing when you come from there.

That kind of environment. And you’re like, look, I really don’t want to recreate that because I can see how difficult it is on that, like large of a scale of a firm. I worked at a firm with like 40 people, not like super small, but not like the biggest firm that’s ever been out there. But again, 40 people that are just kind of like doing their own thing.

They all have their own processes. It like makes, it can make a big deal or make a, make it a problem when you’re trying to, you know, create something. Case files sometimes last for years at a time. And, um, with that, knowing that I didn’t want to recreate that, I looked into like, what is out there? Cause I didn’t really understand what systems really what were until I was like, how do you organize your business?

Right. I think I probably Googled that literally and, um, had seen on some other Facebook groups that people were using. Um, Asana, Dubsado, ClickUp. And I was like, what are these things that people are talking about? These, you know, these interesting. Programs that people are using, like, I don’t understand what they are.

And so I started to really deep dive into it and had first worked in Dubsado cause they had a lot of really good automations, but someone needed to set it up for me. And then that as those automations, like not that they broke, but they didn’t work how I intended. I was like, now I have to figure out how to.

Fix this because I can’t just like pay somebody every single time something breaks like that would take forever. And, um, that kind of turned into the net, the necessity, right. To get into the systems and figure out how do I make these work for me? And then honestly, I just blame the ADHD hyper focus and like the, I must do this.

And I just, I just kind of like did it. And, um, You know, I had, I was using CanopyTax for a while, it just ended up not being a good fit, but Dubsado didn’t meet all the security requirements, because they didn’t really have like a portal, and then TaxStone came around, and like TaxStone had just started to get into the automation side of things, I just figured it out, like I just sat there, and I just figured it out, and I was so proud of myself, because it, It helped me overcome a significant number of hurdles.

Um, work wasn’t being missed. People were being alerted. Like all the things that I envisioned that I was going to do differently from my experience at my old firm. Now it was able to do with a system and it feels really good because my assistant and I, we both worked at that old law firm together. And we laugh about how technology focused we are and how advanced we are and how we communicate with people.

We’re like, we don’t understand how a firm with 20 times the number of staff that just the two of us are, and they’re just, you know, they’re still running at the seat of their, by this, You know, coat of their pants or whatnot. And we’re over here like, Oh, our clients were just notified that their return was filed.

Like we would have had to have waited likely for someone to rejudge was, Hey, did this get done? Oh yeah, it was done, you know, two or three days ago. So it’s, it’s, I mean, it’s, it’s, it’s the world of practice management and task management and the automations. Like it’s super cool, especially when you come from an environment where they do, they have nothing.

And you’re like, you said, writing around with your 20 notebooks trying to get and also sometimes working for multiple people and having like your brain having to segment. Oh, I have to work for this person this way and I have to work for this person this way and this person that way. It can be super overwhelming, especially when there’s nothing in place.

So that’s how I kind of made the jump into systems and automations. And I still feel like a novice sometimes, but it’s, it’s, it’s so exciting to me to find something

Katie Thomas: Yeah, and it’s crazy to me that like it’s not just for the person doing the work You It’s like the people above because now it’s like you still have work and you’re trying to remember All the touch points. Okay. I gave this to that person and that to this person It just becomes so stressful and like I wonder With all like for example all these accountants leaving the profession even just implementation of good systems Of like how many more people would stay and how much more time would they have? 

Jamie Gruol: Absolutely. I mean, our clients, we see that they’re saving at least five to 10 hours a week. Some people are tripling their capacity and working less hours still. It’s like, it’s amazing what you can do withsystems. 

Katie Thomas: So amazing.

Jessica Smith: and then not feeling behind anymore to like, not just see, we talk a lot about the, you know, regaining of time, right? Oh, people are saving five to 10 hours. What that really means for a lot of people is that they’re no longer in this like shortfall of time to get work done in the week. Things are actually getting done on time the way that they probably always intended to be, but they’re no longer dealing with like this.

This backlog or delay or bottleneck, whatever you want to call it of work that needs to get done because they could only do so much of the time constraints that they have. That’s where I have found practice management, automations and whatnot have really allowed me. Yes, I’m regaining the time, but the reality is the projects are getting done.

It’s not just that. Oh, well, I’ll just push that off into the next week and then trying to make up the next week to get the work done.

Katie Thomas: Completely. 

Jamie Gruol: Well, Katie, I want to hear about your, you kind of hinted at it earlier in the podcast, but I would love if you would share with our listeners about what they could be doing right now for lead management. Or excuse me, not lead management, but lead obtaining, obtaining those leads, the people that they need in order to either like fill attrition or if they’re looking to scale, like how can people find new leads to come into their practice and have the success that they’re looking for? 

Katie Thomas: Yeah. So this is a process that’s going to work alongside really like anything else you’re doing, whether it is that you are running paid ads, we run those for our clients as well. Um, whether you’re doing SEO or maybe you’re jumping on podcasts like this. Um, and it’s, it’s a process. I love processes if can’t guess by now, but it’s really, it’s called the process and there’s four steps to it.

The first thing is you simply just choose your platform. So choose one social media platform. That’s going to be your primary hub. And there’s a lot out there. So if you’re like, Hey, I don’t really know. Should I choose Facebook, Instagram, LinkedIn, TikTok? Think about one where your ideal client is really easy to find.

So if you are targeting beauty influencers, Okay. Maybe they’re on Instagram and take talk more than LinkedIn. Whereas if you’re a professional service provider, they might be on LinkedIn. And then think about the second question. When you’re choosing your platform is what platform place your strings because. If you’re saying I’m going to go on TikTok, but you aren’t willing to post videos, or I guess you can do images as well, 

Jamie Gruol: going to work. 

Katie Thomas: but it’s like you have to be willing to put content on there. So choose one that fits them and you. Um, the second thing you have to do is make sure that you are going out and you’re connecting with your ideal clients every single day.

So this is being intentional about going out, finding them, whether that is through directly like LinkedIn has sales navigator, whether this is getting in groups and finding them there using hashtags, uh, finding influencers that they follow. And you’re looking at their comments. There’s a lot of ways you can find them, but you need to be connecting with them every single day.

Uh, the third step, so we chose our platform, we’re connecting with our people. The next thing is to converse with them. And it’s funny because people, you know, we grow up, we’ve been talking pretty much our whole life, but then you say, Oh, go talk to a stranger. And people are like, Oh, I don’t want to be that weird person spamming someone.

And You shouldn’t be. You can just have conversations with them that are normal and real. So maybe you ask them about a post you saw, or you ask them how they got into their industry, or you’re asking them about, um, you notice they got this award. There’s so many things that you can ask someone about that it’s just natural and organic.

Um, one thing I do recommend is. Google alerts. So you can see like your ideal clients are like posting about news or things they were featured in. Um, so you can go and you can congratulate them on these Google alerts or, Hey, you posted this blog about this. It makes a really easy conversation starter. Um, so that’s the third step is to converse.

And then finally the fourth step is to create for them. And a lot of people think, Oh, social media, I’ve got my profile. I’m posting content there. That’s enough. But really the content piece comes last, because if you’re not going out and growing your network and having conversations, that content, you’re just relying on it to go viral, which doesn’t happen for a lot of people.

You need the algorithm to see, okay, these are the type of people that I connect with. These are the type of people I talk to. So show, like, you need to give it direction of, like, who to show your content to, um, and whenever you are thinking about creating content, it’s important that you’re willing to lead with your unique point of view, share transformations that others have had, um, or, like, Share stories and insights.

So for example, maybe you say like, Hey, our client thought that they had an accounts receivable issue, but when we dug into things, invoices were being sent and paid timely. Um, actually what it came out was employees weren’t being productive too much over time was being invested into products that was, you know, deteriorating profit margins from other profits, uh, sales for a particular profit were down, like having those kinds of posts that share. Deeper insights than, Hey, your tax return is due in 15 days, or make sure you’re keeping your books up today, or here are the top seven write offs. Those are the kind of posts that are usually going to catch your ideal client’s eyes and make them go, okay, you guys are different. If I’m looking for someone that can really serve me at that higher level, because a lot of firms are looking to move more into advisory services.That’s the kind of content that you need to be focused on creating. 

Jamie Gruol: Absolutely. I love that. I love that. Yeah. I think people get overwhelmed by the idea of. content creation. I think how you just broke it down and really focusing on one, you don’t have to be creating a ton of content if you’re having conversations with people. And one thing that I’ve always loved is when you’re having conversations with people, when they’re asking you questions, make content about those questions.

Right? Like let that kind of naturally feed into your content creation and it makes it so much easier than trying to guess what those people are wanting to have. So if you use every conversation as kind of like a market research and learning about your person, then that just makes the whole rest of the process and attracting more people in the way that you’ve just described so much easier.

Katie Thomas: Yeah. All right. Yeah, and then you also have something to point to when people ask you that question again. I actually run a whole, my whole newsletter that I put out weekly. It’s just based on people, they submit their questions and I pull one weekly that I like break down and give a process or, you know, strategy to overcome it.

And so it’s doing exactly what you said. And it’s like, okay, now I’ve got my newsletter done. I have a post on Friday where I always tease it. We’ll take that newsletter and then we’ll cut it up and reuse in the future. That one question becomes so many other pieces of content as well as in my inbox.

I’ll often get, That same question again and I’m like, oh, hey, I have a blog on that. So go check it out 

Jamie Gruol: Oh, that’s so, so smart. So smart. Now, I, I really appreciate all that we’ve talked about today. And I do want to respect your time. So I have one final question that Jessica and I want to ask you. And that is, if you could share one piece of advice that you wish you had received when you started your journey towards building your tax and accounting practice, like what, what would that be?

What would you share with somebody who’s maybe in those like first year or two and they’re building and they, um, Or they’ve been around for a while and they’re finally like, okay, I want to step into advisory or I want to take it to the next level. Like what is that piece of advice that you think would help them today? 

Katie Thomas: I would say to be really cognizant of listening to your current Clients or if you don’t have clients yet You’re just getting started what the market wants because it’s easy to be like, hey, I’ve Seeing this or that happening. And I think it’s a problem, but if your market doesn’t view that as a problem, then it’s going to be really hard for you to sell that.

I do see a lot of people like wanting to get involved in advisory. And so they’re basically shouting from the rooftops that they offer advisory, but that’s not the exact words or how their prospects are asking for it. So the more you can tune into. Here’s the problems my ideal clients are voicing and marry that with your service offerings, the better you’re going to be received and then be open to just flexing as you go.

So like for us, I never would have guessed that we would have gone into podcast production management, but we had people saying like, Hey, you do our social media. Um, I want podcast. Is this something you can help with? Help us with. And that started coming up a lot. And it’s like, okay, this is clearly a problem they have.

So how can we help serve them? And I think the more you can recognize that and lean into where there’s these nudges of people asking for this, it doesn’t mean you have to do everything by all means you shouldn’t. But if there is something that you’re interested in, just make sure that you’re, you’re listening and then you’re leaning into what, what the market wants.

Because if. If you think something sounds great to provide, but no one’s asking for it, then it’s going to be really difficult to sell that.

Jamie Gruol: I think that’s so smart. So smart. Jess, do you have any last questions for Katie before we let her go about her last few weeks as a mom of one? 

Jessica Smith: I don’t have anything really to follow up. I, I mean, a lot of, like, what she talked about, I feel like I resonate with because a lot of what she’s done is very similar to how I kind of like broke into the market the way that I did. I love a lot of the tips that you just gave. I’ve, um, I appreciate the idea, which helps accountants, especially who like, don’t like the marketing process, just choosing that like one platform, because it’s so easy for everyone to think, Oh, I have to do all these things.

Jessica Smith: Like you said, to go viral, like that’s kind of the goal for a lot of people when the reality is just. Remaining consistent on one platform can really do a lot of good for just getting exposure out there that you exist. Um, and again, targeting so it’s in the right audience. I love that. I think that’s going to be very helpful to a lot of people.

Katie Thomas: Awesome. 

Jamie Gruol: Well, thank you, Katie, so much for being here with us today. I would love for you to share with the listeners how they can connect with you. Um, maybe get on your newsletter so they can take advantage of that amazing offer. Um, but where can they find you? Awesome. 

Katie Thomas: I’m Katie Thomas, CPA on all platforms. My primary platform is definitely LinkedIn. If you want to get an in depth checklist on the 4C process I talked about, just go to leaders online. com slash 4C. It’ll give you everything on like how to choose your portfolio. Your platform, set it up, conversation starters, a whole bunch of stuff.

And then if you want to get on my weekly newsletter, which I’ve been told it’s a lot of people’s favorite newsletter, go to leaders online. com slash blog. And if you just ever want to chat with me or make an appointment, you can do that leaders online. com or send me a message on LinkedIn.

Jamie Gruol: Well, we’ll drop all those links in the description below this show. Uh, but Katie, thank you so much for being here. We wish you the best of luck in your new chapter of mama hood and in continued success on your business and the, the online leaders online program. Um, we’re just grateful for you being here today. 

Katie Thomas: Thanks so much for having me, Jamie and Jess. It’s been a pleasure to be here. 

Jamie Gruol: Awesome. We’ll see you again next time, everyone.