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

You’ve been through a long process, and at last it’s done! Hurrah! You have a beautiful new website and you’re excited to share it with the whole world. Maybe you post it on social media once or twice, with a link or a screenshot. You share it with a few clients. You get some praise […]

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Great books to read over the holiday break
Great books to read over the holiday break

It’s the Christmas holidays. You’ve had your turkey dinner (or whatever alternative you went for this year), ate most of the chocolates, gone out with friends, spent time with the family. Now you’re starting to check your emails and are tempted to do a little work – make the most of how quiet things are. […]

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For accounting firms our size, roughly what is their budget for marketing?
For accounting firms our size, roughly what is their budget for marketing?

Setting a marketing budget when you haven’t had one (or much of one at all) is tough. You’re beginning to accept you need to be spending some monies on marketing, and you’re willing to do that. But…how much? And where do you put it? Where do you begin, and how long do you go, and […]

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How many registrations and leads can I expect from an online event or webinar?
How many registrations and leads can I expect from an online event or webinar?

Delivering an online event is significantly different from a live event. I’ve provided webinars for years – since the inception of PF and before. In the process I’ve learned a few things about the differences between online and offline events, and the primary difference is the buyer’s progression takes longer with online events. Webinars were […]

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We’re planning a small event. How do we drum up interest, get registrations, get leads?
We’re planning a small event. How do we drum up interest, get registrations, get leads?

You want to run an event, but you aren’t delivering the next Xerocon. There’s no zip line, no stage-the-size-of-a-football-stadium. You’ll invite clients and a few prospects, but you’re not even sure you can get more than 10 or 15 people in the room on the day. You don’t even have a massive budget at this […]

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We are thinking of offering a referral programme to our clients. Seen this work anywhere else?
We are thinking of offering a referral programme to our clients. Seen this work anywhere else?

Several accountants have asked me about referral programmes lately. One client in Canada said, “We are thinking of offering a referral program to our customers… something like 10% of new sign-ups monthly fee as a discount for 12 months. What do you think? Seen this work anywhere else?” In our experience paying people for referrals […]

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9 People who serve accountants well
9 People who serve accountants well

There are so many people who work with accountants. Consultants, coaches, apps, communities…the options to get support as you grow your firm are myriad, and it can feel confusing. Who’s out there to truly help you as an accountant? How do you distinguish the good ones? Are there people and companies who have chosen the […]

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Advice for Xerocon London 2018: Use your phone
Advice for Xerocon London 2018: Use your phone

For all the accountants going to Xerocon London this November, if you want to get the most out of it, at the heart of your attendance will be your phone. I’ve got three things I use it for at any event, but especially Xerocon:  1. Take notes People you talked to, apps you want to […]

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Why you need to send your marketing person to that conference
Why you need to send your marketing person to that conference

  Those who are marketing managers for accountancy firms can have a tough job. In my experience, they love it, are good at it, and they can deliver far more than you may even realise (since the harvest of good marketing is often reaped years down the road). There are a lot of conferences and […]

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I (sort of) want to get started with video. What do I do? How do I start?
I (sort of) want to get started with video. What do I do? How do I start?

You know you need to be doing video, but as an accountant you’re feeling a little… Nervous Worried Confused Uncertain Lost More terrified of this than anything else on earth This whole video malarkey seems like a major undertaking. Do you need equipment? What kind? How do you ensure your videos are “professional” (but not […]

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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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