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The personal element has the greatest impact
The personal element has the greatest impact

“You need to have the machine, and you also need the human element.”  My friend and fellow business owner Paul said that to me when we were meeting over breakfast.  We were talking about the Accelerator course we deliver for accountants. I created it several years ago and it’s gone through a few iterations, but […]

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Onboarding: The machine with the human on top
Onboarding: The machine with the human on top

Recently, I was talking to one of our accounting firms who has put a lot of effort into their onboarding process over the past couple of months. “We’re onboarding clients like crazy and now we want to start looking at experience,” they said. They explained how even though a large portion of their onboarding process […]

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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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Is marketing only about attracting new clients? Or does it include onboarding and other processes?
Is marketing only about attracting new clients? Or does it include onboarding and other processes?

I was talking to an accountant on Facebook recently, and we were arranging a call to chat about her marketing. She knew who we were at PF, and what we do, and is in a group of accountants where she had heard about us. We were all set to have our call, and then she […]

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I want to record videos for my accounting firm, but I never seem to get around to it
I want to record videos for my accounting firm, but I never seem to get around to it

It’s a lie that we don’t have time. We absolutely have time – for what we decide is important, and worthwhile, and are comfortable doing. When we avoid things, we’re usually: Confused Not prepared Fearful Not convinced it’s worthwhile Undecided Recording videos is the number one marketing task that accountants avoid. And all of the […]

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How do videos convert people into clients?
How do videos convert people into clients?

So you’re ready to really get into video for your accountancy firm. You realise it’s powerful and effective, and you see everyone else doing it. But the ROI question hovers. How will recording a few videos actually convert website visitors or prospects into clients? Wrong thinking. Back up. These days, nothing on its own directly converts […]

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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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