PF Marketing Tips Archives

How a campaign connects your marketing to your top business goals (and how to run one)

Let me introduce you to two fictional accountants: Sarah and Charlotte. Scenario one: Sarah. Sarah’s

group of people linked arms facing outwards

Why do I need a marketing strategist AND a project manager to deliver results in my marketing?

ㅤ Watch Kendall’s video (9 mins) to understand more about how an outsourced marketing team

How to create your own media kit

ㅤ Watch this video (1 min 46 seconds) to hear Henny’s experience of building a

Marketing trends for accountants in 2024 (that are here to stay)

As 2023 comes to a close, you’ll want to start thinking about where you need

How AI helps you stick to your marketing plan

As an accounting firm owner, making time for marketing is often a challenge and sometimes

How to build your employer brand to attract the best team members

You might be trying to hire for an existing role, expand your team due

August 2023: Keeping the momentum going in your marketing

For many of us, summer brings a quieter few months in business. Lots of your

What marketing budget does an accountancy firm need to spend?

As a percentage of sales, work towards the goal of your marketing spend being 3-10

5 things you can expect from a good marketing partner

So you’ve found a few marketing agencies that specialise in your industry. Great! They’ll

June 2023: The power of storytelling in your marketing

June’s PF marketing update brings an enjoyable and brilliant day in London at Lab Live,

How do I know what keywords are better for SEO?

If you’ve started exploring a few SEO basics for your website, you’re beginning to

How can I build video into my marketing strategy?

Recording videos can feel intimidating. Your concerns about how you’ll be judged, or feeling as

3 ways to make your firm’s content more inclusive

It’s not a woke thing. It’s a welcome-all-folk thing. This blog is not about the

How can I repurpose my existing content to get the most value out of it?

As a business owner running an accounting firm, your time is valuable. You want to

April 2023: Turning celebrations into quality content

April’s PF marketing update brings the accounting world season of awards. It’s been brilliant to

When marketing meets operations: an accountancy firm love story

Once upon a time, a marketing strategist and an operations lead were working in an

It’s time to unpack the stuffy accountant stereotype. Do you still believe in it?

As a senior content writer who writes exclusively for accountants, I spend hours with

How can I start attracting ideal clients for my accounting firm with a small marketing budget?

If you’ve recently started your accounting firm, you likely want to win some clients before

What can I do to start creating my brand now?

You’ve recognised you’re not quite ready to take the step for your full rebrand. Either

Is a rebrand worth the investment?

As an accountant, rebranding your firm is a big decision and you’re likely feeling a

What marketing do I need to do to get results?

According to Mark W. Schaefer, it takes 30 months to start seeing results when doing

What do I do when I want to fire a client?

You deserve to do work you love with clients you love. But sometimes, some clients

Client frustrations will happen: use your learnings to strengthen your firm’s marketing

You’ve had an issue with a client. You’re both feeling annoyed and frustrated, and

A step-by-step guide to creating a collaborative case study

A case study is a powerful way to prove to your ideal clients you have

How to write a great marketing email: 12 tips for writing clear and actionable email content

Email marketing is not dead. Let’s get that out there straight away. Email helps you

15 ways you can incorporate selling into existing client relationships so selling is easier for them and for you

Selling feels like something which is primarily for new clients. You got the new client,

What do colors mean when used in branding?

Try this exercise with me. Close your eyes and picture a color that makes you

4 How-To Social Media Guides for LinkedIn, Twitter, Instagram, and Facebook

When it comes to choosing which social media platform to use for your accounting firm,

Can I rebrand without changing my firm’s name?

The short answer to this is YES, if the name fits your brand. If you’re

How to build and use a client acceptance process so you only work with the best clients for you

You CAN choose who you work with. Whether you’re just starting out or you’re an

Your new website: why design doesn’t stand alone

When you’re building a new website (or having one built) for your accounting firm, it’s

How do I know the best colors for my brand?

If you’re asking what colors are right for your brand, good work! You’re asking the

How do I integrate a social mission I care about into my firm and my marketing?

“Being a business for good, is good for business.” The world is facing difficult challenges

38 things you can post on social media which truly reflect your accounting firm

Watch this 7min 32 secs tutorial video including examples from accountants who are posting content

How sharing stories helps you build trust with your audience

Neurological studies have shown when you read or hear a story, your entire brain lights

August 2022: What’s new for you this month?

New team members, new challenges, new Accelerator coaching group and new weekly resources…there’s a lot

5 things your website must communicate

Your website is your marketing hub, the centre of who you are. It belongs only

5 things to prepare for your team photoshoot

Your prospects and those visiting your website not only want to know what your firm

A visual guide to why branding is important for accountants

Branding shows off your accounting firm’s personality. If you were choosing between two businesses, one

Do I still need to do email marketing for my accounting firm?

You’re feeling the overwhelm of trying to do “all the things” when it comes to

What does engaging on social media look like for your accounting firm?

Engagement goes beyond simply posting things on social. It means interacting with the people you’re

The Golden Trio: strategy, content, and design

When it comes to design, you may have looked at a logo or a selection

When do I hire a salesperson?

When you want to increase your revenue, or begin growing your business in a serious

How to measure progress with your marketing so you know what’s working and what isn’t

You are busy. You are trying to do all the things. You’re doing some

What is an About page and how do I make mine better?

The purpose of an About page is to show potential clients 1) you understand them

Do I REALLY have to use social media for my accounting firm?

Sure, sure, social media is good for marketing. It helps you build connections and show

How much time do I need to be spending on marketing?

You may have thought marketing wasn’t the best use of your time in the past,

What are some easy ways to get my team involved in marketing?

Your accounting firm’s marketing will be the best it can be when your team is

How do I know if my content is better as a blog post or a website page?

You’ve produced a first draft of something you know is going to be helpful

What scaling your firm is really about, and how to set expectations for it

You know you are the bottleneck in your accounting firm, and it’s time to scale

How to help designers create your cornerstone content

Your cornerstone asset is a visual summary which explains how you do things in your

Collaboration over delegation: How working together with an agency delivers better marketing

Marketing actions may seem like something you assign or delegate to someone else. Need a

Why is a long-term partnership better than on-demand marketing for my accounting firm?

You have big goals this year: maybe you want to bring in more profitable clients,

What does it mean to live out my brand?

As the leader of an accounting firm you are responsible for your brand. How you

How do I get my outsourcers all working towards the same goals?

You’re outsourcing multiple areas such as marketing, social media and website management. You may even

What is the best timeline to launch my new brand?

You’re thrilled about your new brand and are ready to share it with the world.

How do I choose the best outsourced marketing option for my accounting firm?

When it comes to outsourced monthly marketing you have many options to choose from and

Planning and executing a team retreat which helps your business to be better

Team retreats are exactly that: a retreat from the daily work you do as a

How to run a values session with your team

Knowing what your firm’s values are, and applying and living them out, is so important

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How to build a client community for your accounting firm (and keep it going)

Having your own client community helps you to build trust, relationships, friendships and

Why directors need to be involved in your firm’s marketing and how to include them from the start

The best marketing is audience focused, which comes from having a strong united brand. To

Why do I need to hire a designer for my accounting firm?

Our attention spans are shorter than ever. When it comes to design, a quickly put

Better, not more: Helping your marketing draw in the right people (and send the wrong ones away)

Good marketing isn’t about getting more leads. Even if you think you want more leads, often

How to test your new great idea for your accounting firm

You started your own accounting firm because you have the entrepreneurial spirit. You’re agile. You

How to launch a new brand internally in your accounting firm

You’re busy going through a rebrand and you can’t wait to show it to the

How can I improve my blogs and make them more engaging?

You know what it’s like when you really connect with a piece of content. You’re

How do I choose a tagline for my accountancy firm?

You’re working on your brand and you have a tagline you’ve thrown around for awhile,

How much is outsourced social media and what will I get?

As an accountant, you care about the numbers and so naturally that’s where your focus

My logo was thrown together by a friend – what do I do with it now and how do I get started with it?

Having a friend design your logo feels like a savvy decision when you’re just starting

How can I create my own brand book?

One of the most important things for an accounting firm is your brand (you can

Why your personal goals must be connected to your marketing

For those of you who attended Thriveal’s Deeper Weekend last week, you’ll have listened to

I’m concerned about wasting time and money on marketing and getting no results

As an accountant, you are used to looking at the numbers. That’s what

What actually is a tone of voice? How do I figure out what my firm’s voice is?

When people visit your website, read your blogs and see your social posts, they

PF Concentric Circles - team involvement

How involved do your team need to be in your accounting firm marketing?

Recognising the responsibility you hold for your accounting firm’s marketing is one thing. Starting to

How to use Canva to create your own branded social posts

Creating your own branded social media posts is one of the many ways you can

Why marketing isn’t the thing to cut, when you get busy

There could be a number of reasons you’re considering putting marketing on pause. You might

You may not be wowed by your logo, and that’s okay.

When you get a logo designed, you are ready and waiting for it to AMAZE

Do I need to be marketing if I don’t want new clients?

You’ve got enough work. You don’t really need any more clients right now, and in

Why do I need to hire for both skills and values?

Especially within the past 6 months or so, accountants are looking for your people. Employees

Why is it so important to create my own content when every other accountant is creating their own content too?

You’ve seen what original content marketing has done for other accountancy firms. Maybe it was

How to intentionally build a multicultural team within your accounting firm

Multiculturalism can help you find a balance during volatile, uncertain, complex and ambiguous (VUCA) times

How to hire the best team members by using what you learn from bad hiring experiences

Hiring a new team member for your accounting firm who then doesn’t work out can

What questions can I ask to create an amazing video case study for my accounting firm?

You’ve just finished completing a project for a client and you are ready for a

A guide to They Ask, You Answer’s ‘Big 5’ blog categories, and how they apply to your firm’s content

As I type into google “the best sleeping bag for summer/autumn in the UK” I’m

How and when do I set up a waiting list for new clients?

There are only so many hours in the day and as much as you might

Your accounting firm’s journey to a full marketing team

As a creative agency providing outsourced marketing services to accountants, you might expect the last

What if our website turns away people who think they aren’t the right size of business for us?

You know who you want to work with and you’ve built your website to reflect

Can I use LinkedIn to make genuine connections with ideal clients?

It’s easy to be turned off by LinkedIn. With all the professional jargon, random DMs

How can I start marketing NOW?

We like you because you’re ambitious. You are enthusiastic about marketing and you want to

Testimonials: now I have one, what do I do with it?

You have a client testimonial and you know that using your client’s words in your

How do mistakes in the creative process actually help you for your next one?

As accountants, you are natural planners and enjoy finding clarity in financial chaos. When it

How do I edit the first draft of a blog so it’s ready to publish?

I want to let you in on a little secret. Everybody’s first draft of anything

Is a brand something to start right away, or do I wait until I’ve been in business a few years?

You’ve heard about the power of branding and as an accountant you want things done

How can I edit my videos?

Technology has made it possible for anyone to shoot and edit videos. Even accountants who

What to do when you lose a client (or multiple clients) and you want to cancel everything

It’s happened. That big client you knew was a major portion of your revenue, and

Can I write my accounting firm’s website copy myself?

Getting a new website built is a big investment. While there are plenty of free

What is the best website hosting option for my accounting firm website?

What on earth does website hosting even mean? You know (or you know now on

How do I use YouTube for my accounting firm?

You are an accountant who has been doing video, and you’re thinking of using YouTube

How do I launch a new service for my accounting firm?

Your accounting firm is launching a new service and you want to tell clients and

The DIY video process for accountants: Lighting, audio, and editing

Recording videos for your accounting firm feels difficult (or even impossible), and facing this task