Marketing experts launch ‘Mastermind Groups’ for accountants

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Two of accounting’s leading marketing consultants, Katie Tolin and Bonnie Buol Ruszczyk, have launched a new program aimed at creating small groups of growth-oriented accounting professionals for sharing advice, education and feedback.

Their Rally Round Mastermind Groups program will bring together carefully selected sets of six to eight practitioners, marketers, business development professionals and others from the accounting profession to share ideas, best practices, resources and support.

“Too often, people focused on growing their firms feel isolated and aren’t sure where to turn for answers,” said Ruszczyk in a statement. “These groups provide valuable skills, consistent feedback, accountability and camaraderie that leads to positive and demonstrable results.”

Applicants will be vetted by Tolin and Ruszczyk and formed into appropriate groups, who will share their needs, goals, feedback and advice in structured 90-minute video calls once a month. They will also have access to a private group discussion board and portal for further communication and collaboration, as well as a library of related information.

“These groups of like-minded people are vested in the success of each member of their Rally Round,” Tolin said in a statement. “By focusing on what each individual is trying to achieve — whether that be packaging offerings, developing rainmaking skills or launching industry specialties — and the obstacles they face as they work to achieve that goal, we come together to make them succeed.”

Ruszczyk and Tolin tested the concept in late 2018 to “resoundingly positive reviews.”

“It’s nice to have a circle of peers who you can depend on to act as a sounding board to help vet and validate ideas or challenge assumptions,” said Eric Majchrzak, marketing director at Southwest Regional Leader BeachFleischman PC, in a statement. “Not only has there been personal reward and growth for our marketing manager but also for our firm. I recommend this program to any firm that wants to take their marketing effectiveness to the next level.”

The program is currently accepting applications from:

  • Marketing professionals;
  • CPAs and consultants with business development responsibilities;
  • Accounting firm partners; and,
  • Sole proprietors.

For more details and to apply, visit

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