Accountant's Flight Plan
Welcome to The Accountant's Flight Plan, where we guide you toward building a top-tier CPA firm that you would want to buy. With over 20 years of working with accountants in mergers and acquisitions, Brannon Poe, CPA delves into engaging and vital topics with industry leaders. Unpacking everything from transition planning and accounting practice sales to practice management and firm development, Brannon equips you with the tools you need to build the practice of your dreams. Whether you are navigating firm growth or exploring the nuances of succession planning, join us to learn actionable insights that will empower and inspire you to love your firm again.
Accountant's Flight Plan
Building Trust and Value In Your Accounting Firm Through Marketing with Kristen Corey
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.