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How to hire the best team members by using what you learn from bad hiring experiences

How to hire the best team members by using what you learn from bad hiring experiences
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 feel like a very heavy weight. You’re frustrated and disappointed at the time you’ve wasted. You likely feel deflated, discouraged and nervous about the lasting impact this could have on you, your firm and your team. And it affects future […]

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What do you do to prequalify a lead (so the best ones sign up and the worst ones go away)?
What do you do to prequalify a lead (so the best ones sign up and the worst ones go away)?

You just got a new lead. Maybe even a few of them. How do you respond? YAY! New lead! They look great – this kind of company, this kind of enquiry, more profits for me, all is well!! Nope. Ugh – don’t like this lead, don’t want it, go away. Not another one!! We actually […]

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How to move onboarding from your head to an actual process
How to move onboarding from your head to an actual process

So you’ve got an idea of your onboarding process and are excited to put it into action (if you don’t have one yet, check out our onboarding kit). Then you ask yourself, how do I get started? What pages and forms do I need? Will the process be manual or automated? The list goes on. […]

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Do I need to block out a full day at a time to get marketing done?
Do I need to block out a full day at a time to get marketing done?

Right, you’re going to be serious now. You’re going to focus your energy and attention on marketing a bit more (maybe this is your 2021 plan).  But you know marketing always gets put off. You plan an hour or some time to “do marketing” and then you get emails and messages and phone calls and […]

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How to create YOUR process, your way, to convert the right leads
How to create YOUR process, your way, to convert the right leads

Your prospects may use a range of different software and systems but as you are the expert for your offering, you need to determine the best process for them to follow when working with you. If you change your process for each prospect, you will end up spending more time, effort and money than is […]

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How to record video with screen share for your clients
How to record video with screen share for your clients

“People buy from humans.” You hear this all the time. Your prospects need to know what it will be like to work with you, which means showing them who you truly are (a human with interests, imperfections, and strengths) from the moment they visit your website, get your proposal, or interact with you on social […]

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The personal element has the greatest impact
The personal element has the greatest impact

“You need to have the machine, and you also need the human element.”  My friend and fellow business owner Paul said that to me when we were meeting over breakfast.  We were talking about the Accelerator course we deliver for accountants. I created it several years ago and it’s gone through a few iterations, but […]

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Onboarding: The machine with the human on top
Onboarding: The machine with the human on top

Recently, I was talking to one of our accounting firms who has put a lot of effort into their onboarding process over the past couple of months. “We’re onboarding clients like crazy and now we want to start looking at experience,” they said. They explained how even though a large portion of their onboarding process […]

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The elements of a great onboarding process for your accounting firm…
The elements of a great onboarding process for your accounting firm…

Creating a great onboarding process is not about saving time and being efficient. Those are great benefits to you: but onboarding is not about you. The greatest and highest goal of your onboarding process is to deliver on the promises you made during the sales process.To make sure the incredible experience they signed up for, […]

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Is marketing only about attracting new clients? Or does it include onboarding and other processes?
Is marketing only about attracting new clients? Or does it include onboarding and other processes?

I was talking to an accountant on Facebook recently, and we were arranging a call to chat about her marketing. She knew who we were at PF, and what we do, and is in a group of accountants where she had heard about us. We were all set to have our call, and then she […]

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About Us

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.

Meet the team

Loved working with @dalynwrites and @karenlreyburn on our latest @weare_pf case study 🎉 featuring the awesome @MrASullivan & @CompleteHQ! We really leaned into our values of #collaboration and #creativity and it was a lot of fun. Take a look here! wearepf.com/work/complete-… Retweeted by PF