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Sometimes you need to just get started.
Sometimes you need to just get started.

Sometimes you need to just get started. And sometimes you need to just stop. Last week I spent five days on the Isle of Mull. It’s my favourite place of rest, of beauty, of refreshment, of quiet and peace. And although I told myself I would simply sit by the fire and read books and […]

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Glimpse into the “three stage” level of brand work
Glimpse into the “three stage” level of brand work

Last week I had Col, our head of Branding, round and we talked about our brand process. We discovered that we weren’t showing or explaining the entire branding process as well as we could be, so we are now working on a “three stage” level of brand work. First, get to a decision. Second, define […]

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The elements of a great onboarding process for your accounting firm…
The elements of a great onboarding process for your accounting firm…

Creating a great onboarding process is not about saving time and being efficient. Those are great benefits to you: but onboarding is not about you. The greatest and highest goal of your onboarding process is to deliver on the promises you made during the sales process.To make sure the incredible experience they signed up for, […]

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Karen’s – and everyone’s – Marketing Tips
Karen’s – and everyone’s – Marketing Tips

I’ve been writing “Karen’s Marketing Tips” for over eight years – they began even before I set up PF! I love writing them: the discipline of choosing a relevant topic and writing about it, and always sending it out, Friday after Friday. I also love the responses. There are nearly a thousand accountants who get […]

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Are “Resources” essential for an accountant’s website?
Are “Resources” essential for an accountant’s website?

“I would be interested in an opinion on resources – are they essential for an accountant’s website? Something as a call to action of course, but beyond that?” The problem with most “resources” for accountancy firm websites is that they’ve been created with the accountant in mind. The type of thing accountants think their clients […]

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Are you putting more pressure on your marketing ROI than you are on yourself?
Are you putting more pressure on your marketing ROI than you are on yourself?

Getting ROI from marketing is absolutely a priority for accountants – and rightly so. As an accountant you’re aware of how powerful the numbers are. Marketing numbers (as with all financial numbers) do tell the truth, and you want your numbers to prove themselves. To indicate what works and what doesn’t. To show you the […]

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How do you prioritise client questions?
How do you prioritise client questions?

Creating custom content for your accounting firm is as simple as answering the questions your clients and prospects ask you. It’s the “They ask you answer” concept and at first it’s so inspiring and even easy. Client asks question; you write out an answer or record a video and post it; others read it and […]

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I’ve just launched my new website. How do I share my new site with the world?
I’ve just launched my new website. How do I share my new site with the world?

You’ve been through a long process, and at last it’s done! Hurrah! You have a beautiful new website and you’re excited to share it with the whole world. Maybe you post it on social media once or twice, with a link or a screenshot. You share it with a few clients. You get some praise […]

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Great books to read over the holiday break
Great books to read over the holiday break

It’s the Christmas holidays. You’ve had your turkey dinner (or whatever alternative you went for this year), ate most of the chocolates, gone out with friends, spent time with the family. Now you’re starting to check your emails and are tempted to do a little work – make the most of how quiet things are. […]

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For accounting firms our size, roughly what is their budget for marketing?
For accounting firms our size, roughly what is their budget for marketing?

Setting a marketing budget when you haven’t had one (or much of one at all) is tough. You’re beginning to accept you need to be spending some monies on marketing, and you’re willing to do that. But…how much? And where do you put it? Where do you begin, and how long do you go, and […]

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From cloud accounting software to making tax digital, you don’t have to explain the technicalities of accounting to us. Let’s skip to the good marketing stuff.

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