From the desk of Katie Tolin
Is this email not displaying correctly?
View it in your browser
Follow Me on Twitter Connect with me on LinkedIn
CPA Growth Guides Upward Spiral Professionals Contact Katie

Saved Articles

  • Working While Collecting Social Security Benefits

    Can you work while you're receiving Social Security benefits? Before you make a decision that could impact your future, it is important to know all the facts. Click through to learn more about Social Security rules for those still in the workforce.

    Saved on 08-16-2020 - Remove
  • How to Organize Vacation and Sick Time

    Vacation and sick time are among the most popular and common benefits you can offer your workers. But you do have a system for offering these days off? Click through to learn how to set up a fair and logical time-off system.

    Saved on 03-12-2020 - Remove
  • Three Elements Imperative to Service Innovation

    There are many ways to innovate. Whether you are looking at a new invention or simply reinventing what you do now, be sure you focus on the following: differentiation, positioning and packaging. After all, innovation is a growth strategy.

    Saved on 08-26-2017 - Remove
  • Build Niches to Drive Revenue

    Implementing a niche strategy is one way firms can differentiate themselves from their competition. How? They are able to tout an area of expertise the competition doesn’t have.They are able to bring something extra to the businesses they serve. They can translate sound experience into better advice. As a result, those firms can ask for and receive higher fees.

    Saved on 03-12-2020 - Remove
  • Be Consultative to Grow Revenue & Relationships

    Being consultative is not about selling, yet, it it’s a role that can easily add more revenue to your firm. By understanding how to conduct consultative meetings, you will be able to create a win-win relationship – you secure and grow revenue streams and the client achieves business goals. The key is focusing on what’s best for the client.

    Saved on 08-26-2017 - Remove
  • Making Sure Your Homeowners Insurance Is Up to Date

    If you don't review and update your policy regularly, you could miss out on some substantial discounts and overlook glaring coverage gaps. Click through to review scenarios to consider when taking a second look at your policy.

    Saved on 08-27-2017 - Remove
  • Homesharing for Seniors

    Today there are many options for senior housing. Consider intergenerational co-housing villages for folks who want to live with all age groups. Click through to learn about balancing a desire for privacy with a need for companionship and support.

    Saved on 08-24-2020 - Remove
  • Why Marketing Data is Never 100% Accurate

    Marketing today is being driven by data, and its effectiveness is being proven by data. However, there are many different ways calculations can be made – and there are more loopholes to navigate than can be found in the tax code. Consistency is the key when establishing data-driven strategies and calculating ROI.

    Saved on 08-27-2017 - Remove
  • Dress for Success: Is There Such a Thing?

    In today's casual world, can you really dress for success and encourage your staff to do so as well? Or is this a vestige of the past? Click through for some insights into office clothing in the modern world.

    Saved on 03-15-2020 - Remove
  • Business Deductions You May Not Know About

    Whether you own a business or work for one, you need every edge you can get. Why pay the IRS a dime more than you need to? Click through for some business-related deductions you may not have known about but can start using today.

    Saved on 03-12-2020 - Remove
  • Marketers Should Focus on the Big Picture

    The ability of a marketer to think strategically can add tremendous value to a firm. This requires they be willing to learn new things. But firm leadership also needs to  empower them to focus on overall firm goals while providing them with a copy of the strategic plan or insight into strategic direction. Here's how a marketer can begin to think more strategically.  

    Saved on 07-03-2020 - Remove
  • Know What's Up With the ACA

    It's one of the most discussed pieces of legislation passed in recent years, but many still don't know the basics of the Affordable Care Act. Click through for a review of the ACA's key provisions.

    Saved on 03-12-2020 - Remove
  • Check Your Withholdings

    We all go into tax season hoping for good news, and that we don't have to write a big check to the IRS. One way to insure ourselves against unpleasant surprises is by checking our withholdings. Click through for some tips on checking your status.

    Saved on 08-27-2017 - Remove
  • How to Manage a Multi-Office Business

    It's a sign of success when you have more than one office, and this achievement represents a significant outlay in finances and staff. Click through to learn how to successfully manage your growth.

    Saved on 08-12-2020 - Remove
  • Compare Your Business with Your Competitors and the Industry

    Have you ever wondered how your company compares with others in your industry as a whole, including your competitors? Do you even know what your industry benchmarks are? Click through to learn where you stand.

    Saved on 08-12-2020 - Remove
  • Introducing a New Service to the Market

    Do you have a new idea for a service needed by your clients and prospects? Before you sell your first one, be sure you have something that people want that you can sell at a profit. Use early adopters to make sure you get things right from the start.  

    Saved on 08-27-2017 - Remove
  • How to Avoid Micromanaging Your Staff

    You're a manager, and so you need to manage. But how much? Too many managers go overboard on the details. Click through to learn what some of the signs are that you're overmanaging, and how to stop doing so.

    Saved on 01-17-2019 - Remove
  • Katie Tolin Inducted Into the Accounting Marketing Hall of Fame

    Being inducted into the Hall of Fame is the highest honor in the field of accounting marketing. At the Association for Accounting Marketing summit early this month, Katie Tolin became only the 22nd person to receive induction.  

    Saved on 08-28-2017 - Remove
  • How to Create a Mission Statement for Your Company

    It's wonderful when you read a firm's mission statement and it defines the business so well that it feels like strategy. How do you do it? Click through to read the five steps to creating a mission statement that's not generic, stale and completely useless.

    Saved on 08-28-2017 - Remove
  • How to Manage Overtime Under the New FLSA Rules

    LATE BREAKING NEWS: A November 22 ruling contains important changes to proposed rules on overtime regs.  Click through for the details on the rule that was to go into effect on December 1, and learn why that may not happen.

    Saved on 08-28-2017 - Remove
  • Is There Strategy to Your Content Marketing?

    If there is no rhyme or reason to what you share, when you share it and where you share it, you’re in need of a content strategy. If you pre-plan your content and know who you are writing to, you can engage clients and prospects more effectively.

    Saved on 08-28-2017 - Remove
  • Creating a Growth Culture Needs Champions & Buy-In

    As competition increases, more CPA firms are focusing on firm growth as a way to remain competitive and add revenue to the top line. Deciding to make a change is the first step in a lengthy and challenging process that will change your firm for the better. In order for you to be successful, you need to find champions and create buy-in from your partners before starting down this path. 

    Saved on 08-28-2017 - Remove
  • How to Plan for Special Needs Children

    It's always a challenge making sure your children are taken care of in the event of your death — but's it even more critical when you have a special needs child. Click through for some advice on the special estate planning provisions these children need.

    Saved on 08-13-2020 - Remove
  • Why You Need to Manage Your Personal Brand

    You have a personal brand whether you’ve given any thought to it or not. Have you taken the time to define it? If you put some thought behind your brand – own it – profits will follow.

    Saved on 09-02-2017 - Remove
  • Don't Get Caught by IRA Rollover Rules

    You have a lot of flexibility with an IRA, but there are some important, and rigid, rollover rules. Don't find yourself accidentally violating them. Click through for information on a rollover rule many investors don't know about.

    Saved on 03-15-2020 - Remove
  • Special Video Report: Avoiding Common Start-Up Problems

    Start-up businesses don't have a very high success rate, but that doesn't mean yours has to fail! If you start on the right foot, you can surprise all the naysayers. Click through for a video that outlines the hazards you face, and shows you how to avoid them.

    Saved on 07-01-2020 - Remove
  • Do You Know How You Stack Up Against Your Competitors?

    Smart companies know that one of the keys to success is making sure you know how you compare with other companies. Fortunately, there is a way to see how you rate. Click through to learn about an easy way to access industry benchmarks.

    Saved on 08-28-2017 - Remove
  • Special Video Report: Are Health Savings Accounts Right for You?

    Health savings accounts can be a helpful way to help manage healthcare costs, in conjunction with traditional insurance plans. The trick is knowing how they work. Click Full Article below for a video that explains some of the key details.

    Saved on 03-13-2020 - Remove
  • Webinar Recording: Strategies to Grow Your Firm

    If you missed Katie's webinar on 10 Strategies to Grow Your Firm that she presented as part of the IndustryNewsletters Summer School series, be sure to check out the recording.

    Saved on 01-17-2019 - Remove
  • Permanent Life Insurance: Right for You?

    There are very few circumstances in which you will not need life insurance. Even single people use it to fund final expenses and medical bills. Click through for an overview of this essential financial product.

    Saved on 03-17-2020 - Remove
  • Time to Think About Tax Scams

    Death and taxes are two of life's great certainties, as everyone knows, and along with taxes come tax scams, both new and old, every year. Click through to learn how to make sure you don't become a victim this year.

    Saved on 03-17-2020 - Remove
  • What You Need to Know if You're an Executor

    Carrying out the last wishes of a friend or relation is a solemn duty. What exactly do you have to do? Click through to learn what it means to execute someone's last will and testament.

    Saved on 03-13-2020 - Remove
  • How Does the Gift Tax Work?

    Is it truly better to give than receive? Ask the IRS. Even if you give gifts to relatives and friends, the government wants its piece of the action. Click through for some details on the little-known gift tax.

    Saved on 03-13-2020 - Remove
  • Essential Business Data is Just a Click Away

    For business owners who want to make sure they're competitive, fresh, accurate benchmarking information is a must. How does your business compare with the industry as a whole? Click through to see how you stack up against your competitors.

    Saved on 03-13-2020 - Remove
  • Podcast: Katie Tolin is Interviewed on CPA Firm Growth

    "The billable hour is unsustainable." Those simple, yet true, words sent out in a tweet led to an email discussion and eventual podcast interview by Steve Major of Pricing Power. Listen in to hear Katie talk about innovation, differentiation, packaging, pricing and of

    Saved on 09-02-2017 - Remove
  • 10 Strategies that Will Drive Firm Growth in 2016

    A revolution is occurring in marketing today. Marketing strategies of the past are not as effective as they once were. And there are new tactics today that didn’t exist just a few years ago. This requires firms take a deep look at what they are doing and open their eyes to new things. Here’s a look at 10 strategies that will increase in importance in 2016.

    Saved on 06-13-2018 - Remove
  • How to Talk to Your Loved Ones About Estate Plans

    It's hard to confront your own mortality, but you can do your family a huge favor by discussing your estate plans now, rather than when it's too late. Click through to learn how to get started.

    Saved on 03-13-2020 - Remove
  • How Does the FMLA Work?

    It's one of the most important laws affecting how companies treat employees, and managers would do well to understand its provisions. Click through to learn how the FMLA may affect workers in your business.

    Saved on 06-13-2018 - Remove
  • Make the Right Decisions on Retirement Plan Distributions

    We spend much of our lives putting money into retirement accounts like IRAs and 401(k)s, but when major life changes occur, we have to think about how that money comes out. Click through for some tips on doing this prudently.

    Saved on 06-17-2018 - Remove
  • Great App: Figure Out How You Stand with the Rest of the Pack

    Are you one of the best? Or do you have some catching up to do? Now there's an easy way to compare yourself against competitors and industry benchmarks. Click through to get started in finding out where you stand.

    Saved on 06-18-2018 - Remove
  • What's Up With the 'Cadillac Tax' Provision of the ACA?

    It's an oft-quoted provision of the ACA: the so-called Cadillac Tax. But what exactly does it mean? Click through to learn what the deal is, to separate the facts from the rumors.

    Saved on 03-13-2020 - Remove
  • New Pension Plan Limitations Announced

    The IRS is taking into account cost-of-living adjustments on pension plans and other retirement-related accounts for tax year 2021. Click through for some good news for many who want to put away a little more.

    Saved on 03-13-2020 - Remove
  • Government Makes Tax-Related Inflation Adjustments

    We're just on the cusp of 2017, and it's already time to think ahead to 2018. Wise taxpayers will take these changes into account now, as part of their financial plans. Click through to see what may affect you.

    Saved on 03-13-2020 - Remove
  • Is an ESOP an Option for Your Company?

    An employee stock ownership plan is just that — a way to give employees a piece of the company. It can be a great deal for staff and management, but the setup and rules are complex. Click through to see if an ESOP is right for your business.

    Saved on 06-18-2018 - Remove
  • Local Entertainment And Events Calendar: Including Virtual Events

    You'll always know where the fun's going on with our interactive local events calendar featuring social sharing, images, videos and ticket links. Click through to see what's happening or to add your own local events.

    Saved on 07-01-2020 - Remove
  • How to Get Copies of Your Tax Returns

    Sometimes you need copies of old tax returns. Your best bet is to save them, but sometimes they disappear during a move, for example. But all is not lost. Click through to learn how to get copies of old returns.

    Saved on 03-16-2020 - Remove
  • Social Security Taxes: The Basics Heading into 2017

    Social Security may be universal, but not every employer knows the details or is aware of its essential responsibilities. Click through for an introduction to key facts on Social Security and what you must do for your employees.

    Saved on 07-01-2020 - Remove
  • Deciding How and Whether to Pay Bonuses

    Additional remuneration in the form of performance bonuses or incentive payments can help retain good staff. Click through to get details on choosing how and whether the incentive or bonus should be paid.

    Saved on 03-16-2020 - Remove
  • What You Need to Know as an Independent Contractor

    In today's economy, there can be a thin line between being an employee or being an independent contractor -- but there are still important differences. Click through for key tips on knowing your status.

    Saved on 01-18-2019 - Remove
  • Watch Out for Reverse Mortgage Scams

    Reverse mortgages can be a great resource for older adults who want additional income for home care or other essential expenses. But you have to be careful when entering into an agreement. Click through to make sure you're not being cheated.

    Saved on 01-18-2019 - Remove
  • Legislators Give Boost to Status of Freelancers

    Everyone talks about the "gig" economy, where workers are all essentially freelancers. But one city is reining in this "Wild West" system, and this may be a trend. Click through to learn about some new rules that affect the way companies and freelancers work together.

    Saved on 03-18-2020 - Remove
  • Getting a Break From a Spouse's Tax Error

    If you sign a joint return, the IRS may be able to collect any outstanding tax relating to that return from you -- even if your spouse was the one who reported incorrectly. Click through to discover the ways you can escape paying your spouse's tax.

    Saved on 06-14-2018 - Remove
  • When Should I Refinance My Home?

    Maybe you're getting cold calls telling you it's time to refinance, or your neighbors are telling you that they have. But should you? Click through to learn how to make a refi decision.

    Saved on 03-14-2020 - Remove
  • Estate Planning: The PBS Way

    Whether it's from public television, your alma mater or a local charity, you may very well receive requests from organizations asking you to remember them in your will. Click through to find out exactly what this means.

    Saved on 03-18-2020 - Remove
  • When an Employee Faces a Wage Garnishment

    It's not your fault, but you're stuck in the middle: a court has ordered you to withhold wages from an employee's paycheck. Click through to learn how to keep this from getting messy.

    Saved on 03-18-2020 - Remove
  • Ready, Set, Move to Action

    Marketing is all about motivating. You motivate clients to use your services. You motivate prospects to buy. You even motivate internally to get partners to sell. Whether you realize it or not, you’re in the motivation business.

    Saved on 09-01-2017 - Remove
  • Special Video Report: Know the Importance of Job Descriptions

    For businesses to survive and prosper, employees have to adapt quickly to changing situations. That's why it's more important than ever that job descriptions reflect employees' job duties. Click through to learn how to make sure management and staff are all on the same page.

    Saved on 06-18-2018 - Remove
  • What Does ERISA Mean for Employers?

    The Employment Retirement Income Security Act, or ERISA, is an important consideration for employers. As an HR professional or company manager, you need to know at least the basics. Click through to learn more about this important topic.

    Saved on 08-20-2020 - Remove
  • Are Adult Children Responsible for Their Parents' Care?

    Are adult children responsible for their parents' medical care, not just morally, but legally? Click through to learn what the rules are if you're one of the many people who live in a filial care state.

    Saved on 06-20-2018 - Remove
Saved Articles
Comments and Feedback
Refer A Friend
Your Privacy
Powered by
Copyright © All rights reserved.

This email was sent to:

Mailing address: PO Box 9781, Canton, OH 44711-9781