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Snail v Dragon: How to get marketing done
Snail v Dragon: How to get marketing done

In today’s technology-focused world, we’re getting used to the terminology of Unicorns and Dragons. But what are they and what does it mean? I’ll first explain some background about unicorns and dragons (as I see them), and then explain why, at The Profitable Firm, we write in defense of the snail.

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Love, like, or move up: the new ABCD client ranking
Love, like, or move up: the new ABCD client ranking

We’re all familiar with the ‘ABCD’ ranking for clients.  “A” clients are top tier, deserving of additional support or rewards.  “B” clients have the potential of moving up to the ‘A’ level, and so on.  “D” clients are those you want to get rid of. Here’s a suggestion for a different client ranking style.  One […]

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Zombie Loyalists: Ten tips for delivering awesome customer service
Zombie Loyalists: Ten tips for delivering awesome customer service

Every business wants happy customers. Your accountancy firm wants happy clients. And no matter what size your business, you go out of your way (we hope) to emphasise how much you care about providing great service to keep clients happy. If you look at the branding for most small businesses you’d be forgiven for thinking that […]

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Marketers make the worst shoppers. And, personable and practical customer service makes up for just about anything.
Marketers make the worst shoppers. And, personable and practical customer service makes up for just about anything.

I will admit this: as a marketer, I make a terrible shopper. I’m constantly evaluating everything. “Hmm, don’t really like that wording.”  “Why are they using spring green when it’s autumn?”  “That discount code doesn’t work.”  “Why do they offer a loyalty card when you can’t apply it to purchases made online?” – and on […]

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Post-Apocalypse Accounting: Why we’ll aIways need an accountant
Post-Apocalypse Accounting: Why we’ll aIways need an accountant

Smoke drifts lazily over the ruins of a dead city. The machines have won. And humanity is eking out an existence living amongst the charred ruins of society. There’s little power, little food and even less hope… But amongst the rubble, two people are making a difference. One is a former businessperson – the other […]

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How to market the Xero add-ons to your clients
How to market the Xero add-ons to your clients

For those of you accountants who know and love Xero, I thought I’d talk to you about marketing the Xero add-ons to your clients. First, simply using Xero for your accountancy firm and for your clients does not differentiate you anymore. I predicted this back in 2013 when I attended my first Xerocon. Here’s a […]

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Take the fear out of accountancy
Take the fear out of accountancy

Are your clients afraid to hear from you, their accountant? If you are only in touch with your clients to share an invoice, a set of accounts, a tax bill, information about a tax enquiry, or for debt chasing, then your accountancy firm could be in a place where your clients are afraid to hear […]

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10 suggestions from other Xero accountants on where to start
10 suggestions from other Xero accountants on where to start

As I mentioned in last week’s post, one of my strong recommends if you’re looking at (or already using) Xero is that you listen to what other accountants who have been on the Xero journey have to say. At the Newcastle roadshow, my #sketchnoting abilities were tested to the max as there were so many quotable […]

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‘Let’s Try the Blue Instead of the Green and See What Happens’
‘Let’s Try the Blue Instead of the Green and See What Happens’

Last week during Xerocon there was naturally some conversation around the ‘Xero vs SAGE’ debate. Quite honestly it’s not much of a debate at Xerocon – the 850+ accountants who came were either die hard Xero fans (of the ‘drank the Kool-Aid’ variety), or were very interested, which is why they were there. But the […]

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Should your accountancy firm have an app?
Should your accountancy firm have an app?

Look, I know it’s the latest fad, and every marketer-to-accountants is telling you that having an accountancy firm app is the latest and greatest thing which will bring clients to you in droves. That’s just not true. As I’ve mentioned before, there is no “magic marketing wand” for accountants (or any other type of business) […]

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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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