Category Archives: Helping

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

June 2022: Creating and building connections

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

April 2022: It’s all in the planning

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

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

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

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

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.

December 2021: Spreading some holiday cheer

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

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

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

four women laughing together
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 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

start marketing
I’m ready to start marketing now!! …wait. What? Why am I waiting?

You’ve read through some of our content, watched a few videos, looked through this very

Shop independently this (and every) Christmas

As 2020 draws to a close, we can all agree it has been a tough

green coffee mug begin
How do I write blogs when I’m not in the mood?

Writing is a creative thing. It’s often the reason as an accountant you think you’re

Book recommends accountants marketing
Top 5 business books for accountants doing marketing

In a recent Accelerator session, one of our members said “I notice you always reference

recruiting for accounting firm
Can we ask for Google/Facebook reviews from clients right now?

Your clients are really, really thankful for what you’re doing for them right now. You’re

KLR note 5 whys 18-04-20
Why you’re not doing that Thing – video, blog, personal social posts…

Yesterday I realised for about the third time in two days I spoke to an

discounts pay
Do I offer my clients discounts or extra time during Covid-19?

All your clients, from the very best to your most difficult, are looking to you

marketing analytics roi
The direct link between accountant content and better marketing numbers

Accountants are creating content like never before. Your three enemies to marketing – fear, perfection,

sharing resources
Don’t just create content: build assets

As an accountant, you’ve started creating content like never before. You’re sending emails, recording videos,

pink mug
How do I stay connected to the team and get to know them better?

A coworker of mine (not naming any names but rhymes with “baron sleigh turn”) mentioned

shoot video on phone
How to record a video for your clients (or anyone) during coronavirus time

(A 10 point guide) Think of that question everyone keeps asking you Pull out your

Your website is the biggest and loudest piece of marketing in your kit
How and where do I share my Zoom webinar recording?

Many of you accountants are (and you never imagined THIS before the current climate!) running

PF team
How to keep up team morale during difficult times

Phew.  What a long year this week has been! Do you feel me? Accountants we

team values accounting firm
How remote working will test and prove your firm’s values

So everyone is working from home now and there are so many tips. So much

power of rest in temporary normal
On the power of rest in the new temporary-normal

There’s a lot out there about how to “use” your coronavirus time. Or your quarantine

coronavirus emails accountants
How to (and not to) write an email about COVID-19 to your clients

Okay, raise your hand (virtually and from a distance) if you’re already sick of all

private facebook group
Any guidance on setting up a private Facebook group for clients?

Question today: “Decided this morning I’m going to setup a Facebook group for my clients,

start new hire remotely
Do I hire right now? How do I start people remotely?

Question: “We have a new person who’s supposed to start soon. We’re working remotely now,

zoom webinar
Cheat sheet on running a Zoom webinar

*IMPORTANT EDIT: We’ve recently become aware of “Zoombombing” which means people hacking into your Zoom

KLR notes #coronavirus
Who do you want to be when this is over?

Okay so, the world has gone a bit mad. I had some fears too, and

virtual, remote, tech
Managing a remote team to build community and stay connected

At PF, we don’t really have offices. We’ve got an address in the UK, and

My client loves what PF has done for our firm. Who do you recommend for businesses that aren’t accountants?
My client loves what PF has done for our firm. Who do you recommend for businesses that aren’t accountants?

*EDIT: UPDATED APRIL 2020 with new recommendations! You know PF works only and exclusively with

new website
I’ve just launched my new website. How do I share my new site with the world?

You’re ready to launch your new website. You have a beautiful new website and you’re