Author Archives: The PF team

A hand wearing a yellow wristband that reads 'I KNOW MY VALUE' holds a teal megaphone against a blurred background, symbolising confident communication
Repricing your clients: how to use marketing to communicate your value

Whether you are repricing individual clients, or increasing your firm’s fees across the board, and

Woman holding up five fingers in front of face
5 quick marketing wins for when you’re short on time

You’re not alone if when the work piles on, your marketing trails off. Whether it’s

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How to keep marketing to existing clients (and why you need to)

When was the last time you had a great experience in a sales process, where

What is a landing page and how can accounting firms use them to capture leads?

A landing page is a stand alone page on your website designed to address a

How a campaign connects your marketing to your top business goals and how to run one - PF
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

Highlights of 2023: Collaboration, creativity and client’s success stories!

It’s fair to say 2023 has flown by. And as the year comes to a

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

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

PF marketing
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,

keywords
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

video marketing strategy
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

inclusive content
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

repurpose existing content
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

PF marketing
April 2023: Turning celebrations into quality content

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

marketing and operations
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

start creating your brand
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

PF marketing update february 2023
February 2023: Recognising what choices you get to make

In this PF marketing update, we share why we choose everyday to work with accountants,

Is a rebrand worth the investment?

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

marketing results
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

Two women standing in green t-shirts outside in the sun - successful marketing manager
How to help your marketing manager successfully market your firm

  You’ve hired a marketing manager for your accounting firm. Exciting! Now it’s time to

fire a client
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

PF’s 2022 journey: 12 client highlights

Whew! It’s hard to believe 2022 has come to an end. There’s so much we’re

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 great marketing email
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

Get your custom social media template (and book) with Accelerator

When you sign up for the next Accelerator coaching group by 31st January 2023, you

what colors mean in branding
What do colors mean when used in branding?

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

PF marketing
October 2022: Celebrating new connections and award winning clients!

Grab yourself your cosy beverage of choice and have a read through the highlights of

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

content, strategy, design
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

September 2022: Spotlight on PF team retreat

  September was a big month for our team. We spent one full week out

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 to prepare for your team photoshoot
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

July 2022: Recognising the joy of in-person meet ups

I’m writing this fresh from my very first Xerocon! What an amazing few days myself

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

June 2022: Creating and building connections

  June has been an exciting and busy month for us at PF! Two new

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?
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

April 2022: It’s all in the planning

We got asked last week: how much time we thought was spent on the planning

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

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,

people in yellow and green t-shirts in front of Edinburgh castle
March 2022: The power of focusing on actions

  In preparation for our team retreat this week the whole PF team, and some

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
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.

Whose opinion matters when getting feedback on my content
February 2022: Pay attention to the great conversations

  Conversations. You have them every single day. With clients, with family, with friends, with

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

group of standing people laughing together
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

January 2022: Keep going at your own pace

January always feels like a strange month… and the start of 2022 is no different.

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

December 2021: Spreading some holiday cheer

  You have pushed through some really tough things this year and are feeling ready

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

November 2021: Share a ‘thank you’ for your clients

I’m writing this while sipping my first festive coffee of the season… a Caramel Waffle

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

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

October 2021: Events: getting back into attending, planning and enjoying them

Award ceremonies, conferences and in our case, a PF Scottish contingent brunch in Edinburgh… this

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

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

blue and yellow jellybeans
September 2021: Embracing the power of video in your marketing

September’s monthly update introduction looks slightly different than usual. Here’s a video from Steph sharing

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 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

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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

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

Blog editing
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