August 2023: Keeping the momentum going in your marketing

For many of us, summer brings a quieter few months in business. Lots of your clients go on holiday or simply take the opportunity to slow down a little after a busy first 6 months of the year. When it comes to marketing, slowing down or stopping altogether means it’s easy to quickly lose momentum and it can be difficult to build it back up again.

In this month’s round up, we share suggestions as to how you can focus your marketing efforts in the right places so you can keep building momentum in your marketing, even when things are slower.

It also features the hybrid team retreat we enjoyed in August and kind words clients have recently shared with us.

Enjoy reading through and reach out if you need help building marketing momentum for the next few months!

Connection, creativity and client’s visions!

Our team got to spend 3 days of August enjoying a hybrid team retreat! With a team of 18 people, spread out across 5 countries, getting together every year as a full team can be challenging. A hybrid retreat means getting together in our regions and enjoying time with each other both in person and online. This time we split up into 3 regions: UK, Argentina and the US and each group was involved in the live sessions, breakouts and creativity time!

The main theme of this retreat was Vision. We started off with a workshop digging into PF’s vision statement before moving to the visions and missions our clients share. What are they? Where do they come from? And how can we help our clients to show their vision better in their marketing?

We identified that our clients are connected by their passion to improve not just their client’s businesses, but also the accounting industry as a whole. Community, respect, care and freedom were just some of the words that came up time and time again when discussing what motivates you as accountants to set up and run their own firm.

Ahead of the retreat, the whole team got to read Karen’s new book, The Accountant Marketer (which is available to pre-order now)! We enjoyed a Dragon’s Den style activity whereby each team was given a copy of the book and a £5,000 investment and asked to present a marketing plan to the “PF Dragons” based on only these two resources. Our creative team came up with some brilliant suggestions which we’ll be using in our own marketing (keep your eyes peeled for a podcast!) and with our amazing clients!

Team retreats are an amazing opportunity for your team to reconnect with one another and spend time focusing on those “bigger picture” sessions which can be hard to prioritise in day to day work. Drop us a message if you’d like some ideas on how you might set up and run your own team retreat!

Enjoy this 90 second round up of what it looks like to bring together team members from around the world!


Next Accelerator starts 14 September

Are you struggling with consistency in your marketing? Have you lost momentum and it’s been tough to build it back up?

Our 12 week coaching group, which has been specifically crafted for accountants, will help you build both consistency and momentum in your marketing. You’ll join a community of accountants and be guided on how to use the 12 core principles of marketing to attract more of the clients you love.

The next group starts on Thursday 14 September and you can either join yourself or with your team. You can join Accelerator here.


How to gather and share client stories in your marketing: 12 September

Sharing stories and testimonials from your existing clients help THEM to do the talking for you. They offer proof and reassurance to your audience that your accounting firm has something valuable to offer. So how do you go about gathering and sharing them?

There’s a training session running in the PF Lab and in it you’ll cover:

  • How do I draw out a story from a client: what questions do I ask them?
  • How can I encourage my client to record a video testimonial?
  • How do I then present my case study or testimonial to my audience?

You can either join Lab here, or sign up for this session as a one off over here.


The Accountant Marketer book launch on 19 October

We’d love to see you live and in person in London to celebrate the launch of Karen’s new book, The Accountant Marketer!

This event is free to attend and you’ll be joining us in the Library room of Kindred Hall in London for drinks, food and great conversations.

And if you haven’t already, you can pre-order your copy of the book at the same time as registering.

Register for the launch here. We’d love to see you there!


As we’re going to cover in our Lab session on 12 September, sharing client’s stories and kind words in your marketing is a powerful way to build momentum and connect with more ideal prospects.

Over the past couple of months, some of our favourite clients have kindly shared some words with us about their experience of working with PF and the impact it’s had on their firms and in their marketing. These words help you keep up momentum and energy (especially in the tougher and quieter times) and they show the results you can achieve as an accountant who’s willing to invest in marketing and be consistent with it.

If there’s a client you’ve been meaning to share some kind words with, here’s your reminder to do so and help them keep momentum and enthusiasm going in their business, too. Or if you’d like to have a chat about how we can help you see the same results as these clients, you can fill out our Discovery form and tick the option to book a chat!

That’s everything from us for this month! If there’s a question we haven’t answered yet, or you’re not sure where to find it, just let us know and we’ll look after you. And keep up the really great work.

If you’d like to receive this monthly round up, and other free PF resources each month, sign up here!