MediaBooks.

02/11/2026

The Profitable Lifestyle Firm Summit starts today!

I’m speaking this week alongside a group of people who spend a lot of time thinking about how to build accounting firms that are profitable without requiring you to be permanently attached to your laptop.

I’ll be talking about marketing, obviously. I know my lane.

There’s also a project being announced during the summit that I’ve been involved with, and I’m excited for that one to be out in the world too.

If you own an accounting firm and you’ve been thinking about how you want the business to look next year, this is probably a pretty good week to steal a few ideas from people who have already figured some of this out.

You can register here:

Free virtual summit for solo and small tax and accounting firm owners. 15+ speakers, 3 days, Nov 2–4. Build a firm that supports the life you want.

30/10/2026

How would your work change if you loved your clients, narrowed in on your offers, and finally got your pricing right? That’s the focus of Day 2 at the Profitable Lifestyle Firm™ Summit: Your Clients, Offers & Pricing.

The summit is a free, 3-day virtual event for owners of solo and small tax and accounting firms, hosted by Josie Parr, CPA. Here’s who you’ll hear from on Tuesday, November 3:
👉 Kristen Corey: “Marketing for People Who Don’t Want to Be on Social Media”
👉 Bianca Smith: “The Marketing Reset: Build Your Content System”
👉 Michelle Weinstein: “5 Steps to Close More Sales and Build a Firm Full of Your Ideal Clients”
👉 Grace M Costa: “Monetize Notion Templates for Your Bookkeeping & Accounting Firm”
👉 Layne Booth: “Your Firm Upgrade: Better Pricing, Fewer Clients, Shorter Weeks”

🎤 Live on Tuesday: Charles Leikauf’s workshop, “How to Offer High-Quality Fractional CFO Services Using AI,” at 12:00 PM ET, and a 2:30 PM ET panel with our sponsors on what they see in successful lifestyle firms.

Can’t watch on Tuesday? Every session is free for 48 hours, so you have until Thursday morning to catch Day 2.

Grab your free ticket here: https://summit.profitablelifestylefirm.com/register?am_id=kristen9914

29/10/2026

I got some advice early in my career that I still think about. I can’t remember whether it came from a podcast or a mentor, so whoever you are, thank you.

Look at the people five or ten years ahead of you and ask whether you actually want the life they have.

If you’re an accounting firm owner, look at the owners of the firms you’re trying to build toward. How much are they making, and what does their week look like? Do they get to see their kids, or are they answering client emails through every vacation?

Maybe that schedule sounds fine to you. I’d personally like to see my kids, although they occasionally test that preference.

The same question applies whether you work in corporate finance, marketing, or anything else. I think there’s a lot of reassurance in finding someone farther along and thinking, “Yes, I’d be happy with that.”

If you keep looking around and thinking, “Absolutely not,” I’d pay attention to that before spending another decade following the same path.

You can certainly stay and build a different version of that career. You’ll just have to figure out what you’re going to do differently. I’d want a plan beyond “it’ll calm down next year.”

27/10/2026

It’s mid-February. Your inbox is overflowing, a client just sent the same document for the third time, and you’re telling yourself, “Next year, I’m raising my prices and letting go of the clients who drain me.”

Most firm owners have said some version of that. The trouble is, by February it’s too late to change anything for this year.

That’s why next week matters. 📣 The Profitable Lifestyle Firm™ Summit, hosted by Josie Parr, CPA, starts Monday, November 2. It’s three free, virtual days for owners of solo and small tax and accounting firms to make those calls before the rush instead of in the middle of it.

Here’s what you’ll get:
👉 15+ firm owners and industry experts sharing what’s working
👉 Every session free to watch for 48 hours
👉 A live workshop and live panel every day where you can bring your questions
👉 Free resources from the speakers

I’m presenting “Marketing For People Who Don't Want to be on Social Media,” and I’d love to see you there.

Grab your free ticket here: https://summit.profitablelifestylefirm.com/register?am_id=kristen9914

26/10/2026

🎉 Registration is open! The Profitable Lifestyle Firm™ Summit is back for its 4th year, November 2 to 4, 2026.

What would your firm look like if it were designed around the life you want? Not bigger by default. Just better for you.

I’m speaking at this free, 3-day virtual event for owners of solo and small tax and accounting firms, hosted by Josie Parr, CPA. Firm owners and industry experts are sharing practical ideas on:
👉 Who you serve and what you sell
👉 What you charge and how you deliver
👉 Where your own time goes
👉 Where AI and other tools make the work easier

🕗 Event details:
November 2 to 4, 2026
15+ speakers, from firm owners to industry experts
Every session free to watch for 48 hours
A live workshop and live panel every day where you can bring your questions
Free resources from the speakers

My session: “Marketing for People Who Don't Want to be on Social Media”

Grab your free ticket here: https://summit.profitablelifestylefirm.com/register?am_id=kristen9914

28/08/2026

My son: “I want a new monster truck.”

Me: “Well, maybe ask Santa.”

My son: “Where is Santa?”

Me: “The North Pole.”

My son: “Why?”

Me: “I don’t know. Probably tax benefits.”

My son: *silence*

And there it is.

Proof that if you start talking accounting, some people will immediately stop engaging.

It doesn’t mean your content sucks.

You might just be talking about tax strategy to someone who wants to talk about Santa and what Santa can do for them.

I mean...some people just want to talk about their money and how you can help them make more money.

21/08/2026

Whenever I post about AI, all the engagement seems to come from AI specialists. Not accountants.

So let me try something.

Accountants.
Bookkeepers.
Tax professionals.
Number Crunchers.
Bean Counters.
Anyone who has bet their career on SALY.
Anyone currently waiting for a client to send that one missing receipt.
Anyone who knows ! isn't a social media reference.

PLEASE LinkedIn algorithms...

19/08/2026

I got someone you need to meet.

Jenny Luchsinger is the owner of Accountable Bookkeeping, a bookkeeping firm. And Bookkeeping IQ.

Bookkeeping IQ provides assessments (not just multiple choice tests) to employers looking to hire bookkeepers.

Ever hire someone who said they have all the experience? Ever do a cleanup that had a "bookkeeper managing the books for years?"

With her assessments, candidates log into a real Quickbooks account and perform real bookkeeping work (on a fake company). Jenny watches during a live meeting and then provides you with a detailed assessment on how they did.

It is the kind of thing you would want to know before you hired someone.

At MediaBooks, we started working with Jenny earlier this year to help develop her branding, website, and now marketing strategy. And I got to say, I am super excited to be promoting BookkeepingIQ.

I believe this is something the accounting industry truly needs and after having worked with Jenny these last few months, I know BookkeepingIQ is well on its way to making a real positive impact.

Learn more about BookkeepingIQ by giving Jenny a follow or visiting: www.bookkeeping-iq.com

Shoutout to Charlotte Hanington on supporting us with the branding!

18/08/2026

New Mexico has free universal childcare.

Yea, pretty sweet for those of us with multiples in diapers.

Of course this is a huge benefit to working families but I think it is going to be an even greater benefit to entrepreneurship in the state.

Childcare is a massive expense and when you are trying to get your business of the ground you don't have that to spare.

Also, time. Time is great for starting a business.

I live in a small town where I think a little extra support in this area could really help it flourish.

Happy back-to-school season. 🎒

17/08/2026

I built an AI-powered tool… and I’m reeeeally excited to share it. 👀

If you have ever wondered -> “Which social media platform should my accounting firm be on?” I got you.

I created an 8-question quiz that helps you figure out which social media platform makes the most sense for your accounting firm.

Because this question comes up ALL the time in my fractional CMO consultations.

Which social media platform is the best fit for you - LinkedIn, Facebook, Instagram, or Youtube?

The quiz gives you a platform recommendation based on your answers and suggested next steps..

If you want to check it out for your accounting firm or just want to take it for funsies, visit the link here:

https://mediabooksagencysocialplatform.lovable.app/

*All em dashes in this post were generated by a human.

Find the social media platform that best fits your accounting firm's audience, resources, and goals.