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Category Archives: Tech

chatGPT for accountants marketing
Using chatGPT for your accounting firm marketing

First, can we all agree that “chatGPT” does not exactly roll off the tongue. This

How and when do I set up a waiting list for new clients?

There are only so many hours in the day and as much as you might

The DIY video process for accountants
The DIY video process for accountants: Lighting, audio, and editing

Recording videos for your accounting firm feels difficult (or even impossible), and facing this task

dark video
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

power of rest in temporary normal
On the power of rest in the new temporary-normal

There’s a lot out there about how to “use” your coronavirus time. Or your quarantine

zoom webinar
Cheat sheet on running a Zoom webinar

*IMPORTANT EDIT: We’ve recently become aware of “Zoombombing” which means people hacking into your Zoom

virtual, remote, tech
Managing a remote team to build community and stay connected

At PF, we don’t really have offices. We’ve got an address in the UK, and

remote team
Using remote working tools to enhance team productivity

Productivity is an illusion. A hazy oasis shimmering at the edges of the desert, always

We are PF. You are PF.
Sharing our stories and your stories


"Damn, I meant to talk to PF at DAS."

We didn’t
"Damn, I meant to talk to PF at DAS."

We didn’t hear you say it—but we know you were thinking it.

It’s been a few weeks. The buzz has settled. You’re back in the flow - client meetings, team decisions, figuring out what’s next.

But something’s lingering. Something sparked at DAS, and it hasn’t let go.

The energy was real. Motivation. Curiosity. Accountants asking thoughtful questions about what comes next. People genuinely excited about what AI could do—not to replace human work, but to make it better. More efficient. More powerful.

You asked how to use AI well. You wanted real clarity, not hype.

You thought about staying consistent, building trust, and connecting your marketing with what people actually experience as a client.

Some people waited ten minutes just for that conversation. Because when something matters, you make time for it.

Karen’s talk was all about that connection. How your brand makes promises before someone becomes a client—and how the experience has to match.

Your marketing sets the tone. It hints at what it’s like to work with you.
So the question is—are you living up to what you’re promising?

That’s where we come in.

We’re your outsourced CMO. We build strategies that fit your firm, your team, and your goals—and then we help you get it done. We work alongside you to use AI in ways that make sense. Guiding your team, making the tools work for you, and helping it all fit together.

The accountants we love working with are curious, motivated, and open. Sometimes they feel unsure. Sometimes they have a dozen ideas and no idea where to start. But they care. They ask questions. They want their marketing to feel like them.
And they’re willing to do the work to make that happen.

If you meant to talk to us at DAS, this is your reminder.

We’re still here. Let’s talk.

🔗 Discovery Form link is in our bio!

 #DAS2025 #MarketingForAccountants #OutsourcedCMO #AIandMarketing #TheAccountantMarketer #AccountantsWhoCare


Ready to attract the clients you actually want to
Ready to attract the clients you actually want to work with? 🙌

Our Accelerator coaching group gives you the structure, support and accountability to make it happen – all alongside other accountants who get it.

Limited spaces available for our April group. Click the link in our bio to find out more.

#AccountantMarketer #AccountingMarketing #PFAccelerator #MarketingForAccountants

✨ DIGITAL ACCOUNTANCY SHOW 2025 ✨

Attending @
✨ DIGITAL ACCOUNTANCY SHOW 2025 ✨

Attending @digitalaccountancyshow next week? Don't miss @karenlreyburn and @steve.shapesteam talk on Tuesday at 4:30 PM at the Advisory Live stage!

They'll be tackling the disconnect between the brilliant client experience you deliver and how you communicate it in your marketing. 

Learn practical ways to give prospects a genuine feel for working with you before they become clients.

Been on your feet all day? This is the perfect session to sit down, put those headphones on, and gather some marketing gems to help you attract more of the clients you love.

Come say hello at our stand B11 – we've got cookies! 🍪

#DigitalAccountancyShow #AccountingMarketing #DAS2025 #ClientExperience #UXmarketing


"Your website should do 70% of the work before a c
"Your website should do 70% of the work before a client ever speaks to you."

In this clip from Engager Labs 25, Karen explains why brand details like colour aren't just aesthetic choices—they're strategic decisions that affect how your prospects feel when they visit your site.

Want to identify gaps in your firm's brand? Click the link in bio for our brand assessment tool.

#AccountingMarketing #BrandStrategy #FirmGrowth #WebsiteDesign #EngagerLabs #EngagerLabs25


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  • Marketing Map
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  • START TODAY
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