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What marketing can we automate, and what do we need to keep manual?
What marketing can we automate, and what do we need to keep manual?

You might remember a while back we wrote a blog about the onboarding process and called it ‘The Machine With the Human on Top’. The blog talks through the importance of creating an experience for your client by using a balance of automation and personal touch. Onboarding is just one element of your marketing. What […]

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How do I add captions to my videos?
How do I add captions to my videos?

Your buyer needs captions to engage faster with your videos.  Think about how you watch videos. When you’re watching a video (usually on your phone first), do you instantly watch it with full attention, with sound on?  Nope. Most of the time, you watch it with captions to see if you want to keep watching.  […]

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What do I need to supply to a designer to make my PDF guide look good?
What do I need to supply to a designer to make my PDF guide look good?

So you’ve written content for a guide you’ll use for clients and prospects, and you’ve found a designer you like and trust. Wonderful! What next? To truly capture your brand and your voice, your chosen designer will need a little help to get going. If your designer just asks for the content and nothing else, […]

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How do I use Instagram for my accounting firm?
How do I use Instagram for my accounting firm?

One of our clients once said to us “I’m not using Instagram for my accounting firm!  I’m not a girl.”   While we and our client had a good-hearted laugh about this, we also realized there are some massive misconceptions about Instagram in the accounting world.  Contrary to “popular” belief, Instagram isn’t just for girls and […]

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Is it a good idea to hire an apprentice marketer or an intern?
Is it a good idea to hire an apprentice marketer or an intern?

One of the best things you can do in your accounting firm is hire a marketing person (on either a temporary or permanent basis). However.  It’s also got the potential to be one of the most frustrating and difficult things you do, with the worst results – if it’s not done well.  At PF, we’ve […]

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Which Social Media Management tool is best for accountants?
Which Social Media Management tool is best for accountants?

It can feel a little overwhelming when trying to manage all of your firm’s social media posting, and engagement for each platform. And lets face it nobody has all that extra time. Which is where social media management tools come into play, and save you a lot of time and worry giving it all a […]

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FAQ page vs. Blog article – Where is best to post my content?
FAQ page vs. Blog article – Where is best to post my content?

Let’s go back in time. Before search engines, a list of FAQs (Frequently Asked Questions) is all your prospects  needed, simply because your website was effectively a digital brochure.  Now of course people get answers to their questions by asking google, asking YouTube, asking Siri! You have questions  asked by your clients every day… does […]

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Getting leads isn’t the problem – our firm has plenty (and many are good). Do we ease back on marketing now?
Getting leads isn’t the problem – our firm has plenty (and many are good). Do we ease back on marketing now?

Getting leads is one thing: but what happens when – due to all the marketing your firm has been doing – you’ve actually got more leads than you know what to do with?  You start to think perhaps you need to pull back on your marketing. (Spoiler alert: that’s actually not a great idea, but […]

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How do I get clients to give testimonials for my accounting firm?
How do I get clients to give testimonials for my accounting firm?

When I moved to the area I live in now, people were over the moon about a small mom and pop donut shop near me.  So what did I do? I loaded up my crew in the minivan and we high-tailed it to that donut shop. Guess what? Best chocolate cake donuts I’ve ever had […]

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Why isn’t my new website page showing when I search for it on Google?
Why isn’t my new website page showing when I search for it on Google?

You’ve just created a beautiful new page for your website and after doing a mini victory dance, you search for the page name and your firm name in Google to see it appear in the search feed….but it’s not there! While there, you see a bunch of old webpage links that shouldn’t be there as […]

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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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