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What will you LEARN? What SYSTEM needs to change?

What will you LEARN? What SYSTEM needs to change?
What will you LEARN? What SYSTEM needs to change?

When you fail. When something goes wrong. When the conversation was difficult, or the client left, or got angry at you. When the applicant or team member didn’t work out. When you screwed up, when it broke, when you missed the deadline. When someone complains, or is upset, or doesn’t understand. There are two questions […]

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Choose to give thanks. Always
Choose to give thanks. Always

This week is the American holiday of Thanksgiving. As a dual British-American citizen, it’s still a holiday I celebrate here in Scotland, and it really is one of my favourite holidays of all. Because the premise is: things are (or have been) very hard, so you gather together with family, eat good food and lots of it, and you give thanks for it all. For the food, the family and friends and tribe, and all the good things you’ve received or experienced even through the hard times.

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Long way only (no shortcuts)
Long way only (no shortcuts)

I’ve been having various levels of back pain for the past seven weeks.  (Just in case you don’t read the full note: don’t worry. I’ve seen a doctor, several physios, and am doing the work, and it is getting better. It’s just slow. That’s sort of the point of the note.)  When it first started, […]

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Choosing personal pillars and values (and how this helps a team)
Choosing personal pillars and values (and how this helps a team)

Not long after I set up PF, I identified what I saw as the core foundational “pillars” of the company. Things I personally stood for and what I wanted the agency to stand for, too. Those are creativity, integrity, generosity, and rest. (For a while there was one called “service”, but I decided that was less of […]

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How do I find a marketing manager that fits my accounting firm?
How do I find a marketing manager that fits my accounting firm?

You’ve made the decision to hire a marketing manager so you can focus on advising clients and managing staff. What is the practical next step to take to find a marketing manager? You know you have the time to spend up-front in training. You’re tracking your marketing budget and results and know you’re ready to […]

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

In a recent Accelerator session, one of our members said “I notice you always reference books in our call. It would be helpful if you could recommend a list of books that we read to help us with our marketing. #TAYA!” So, here’s the list! These are my top five – personally as a business […]

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How do I educate a team who sees marketing as letters and word of mouth?
How do I educate a team who sees marketing as letters and word of mouth?

Whether you’re the Owner or the Marketing Manager of an accounting firm – getting buy-in for your marketing strategy is vital.  You may feel like you’re banging your head against the wall trying to get your team on board with your plan, because a displaced focus and a displaced budget is frustrating.  Enabling your team […]

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How remote working will test and prove your firm’s values
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 advice being given about how to use this well and how to manage your team and what apps to use and what tech to use and how to make sure you stay productive and keep the enthusiasm high and replace […]

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Do I hire right now? How do I start people 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, so do I postpone their start date, or can I get them settled in effectively even if it’s not in person?” For many of you, remote working is not the problem. You’re all set up for that, and everyone has […]

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Who do you want to be when this is over?
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 they’ve gone up and down a bit as shown by this handy graph.  Here’s the things I’ve been telling myself, my team, and pretty much anyone I ended up talking to this week about the coronavirus (so, everyone). On levels […]

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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

How do you react when you get a new lead? 1. Yay! (but then discover they aren't right for you) 2. No thank you 3. More?! I have too many Sound familiar? Join our coaching session to learn how to better qualify your leads so you only take on the clients you love to work with!