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What are your thoughts on CRM and marketing automation software for accountants?
What are your thoughts on CRM and marketing automation software for accountants?

When it comes to CRM, there is no system out there which is perfect for accountants (yet). Many accountancy firms use different systems, and some have created their own combination using multiple systems. Many firms use nothing at all. Smaller firms have different requirements than larger ones. To help me write this post, I’ve asked […]

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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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How to make sure the marketing manager at your accountancy firm brings in the business you want
How to make sure the marketing manager at your accountancy firm brings in the business you want

It’s tempting for accountants to hire a marketing person (either in-house or outsourced) and presume that they can be left to get on with things. You’ve decided to invest the money – now they can go out and bring in new business for you.  Nope. The buck stops with you. You’re the leader, the owner, […]

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Is it a good idea to hire a marketing intern or assistant for my accountancy firm?
Is it a good idea to hire a marketing intern or assistant for my accountancy firm?

In a word, yes. First, the more marketing support your accountancy firm can get the better. It is still rare for accountancy firms to have a ‘marketing department’. If they do, it consists of 1-3 people who follow the old school, conservative, “we’ve always done it this way” marketing tactics, and they’re resistant to new […]

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Build a content progression model to get a drip feed of new leads
Build a content progression model to get a drip feed of new leads

Overheard in the pub: “Hey, you seem like a nice person. Want to get married?” Actually, I haven’t overheard that in the pub, but if I did, I would immediately know it was a bit odd to say the least. And creepy. What’s wrong with someone who wants to leap from “I’ve never met you […]

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What if your marketing works TOO well?
What if your marketing works TOO well?

Getting new leads is the goal. Right? Well….sort of. I’m always fascinated when I talk to accountants about getting more into their marketing funnel, because it often goes like this: “We want to get leads. More prospects, more business, more quotes, more sales.” [discussions around how to do this] “Oh wow – that’s a great […]

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Make it harder (not easier) for prospects to become clients
Make it harder (not easier) for prospects to become clients

The level of competition currently affecting accountants means that it’s tempting to take any and every client who is ready to pay the fees. But as so many of you have already experienced, this practice is a false economy. Although the initial enthusiasm and cash flow feels good, you may discover later that this client […]

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Using social media to build local relationships for your accounting firm
Using social media to build local relationships for your accounting firm

In the past five or so years, there’s been a shift in how people use their digital and social networks to connect with the world around them.  This affects accountants in a big way, because of how much social is being used to make business decisions. It’s less about using social media to post your dinner […]

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9 reasons your accounting firm lost that job
9 reasons your accounting firm lost that job

One of the most discouraging things for accountants is going through the whole proposal and quote process, only for the prospect to say no, or go somewhere else. What can be even more confusing is if they just never come back to you, at all. No replies to your emails or phone calls. They go […]

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End of the world marketing: why you’ll always need a marketer
End of the world marketing: why you’ll always need a marketer

The dying rays of the sun did their best to pierce through the smog and post-apocalyptic haze. They glinted off the twisted metal of the discarded and long-dead carcasses of cars that littered the overgrown high street… They shone off the rusted remains of a useless post box – useless, on the whole, because there […]

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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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