FREE RESOURCES

Learn. Apply.

Gain momentum.

Repeat.

There’s no two ways about it, when you take the time to learn, it pays off.

The accountants who recognise the power in growing their marketing skills are the ones who see the difference. Whether they’re involved in the content or choose to get the professionals in, it’s because they’ve learned the profound impact of great marketing.

It all starts at the same place. Knowing what marketing is, learning the skills and then applying them to your business.

How do you want to learn about marketing?

PF Free Marketing resources for accountants

UPCOMING FREE MASTERCLASSES

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VIDEOS

GUIDES

BUYER PROGRESSION MODEL GUIDE

The Buyer Progression Model Guide will help you to see the progress your buyer makes. It shows how your marketing takes into account the stages your buyer moves through.

Marketing campaign planner template for Accountants - PF

CAMPAIGN PLANNER TEMPLATE

This campaign planner template will guide you through planning and delivering your firm’s marketing campaign, step by step.

Buyer Focused Content Guide - PF

BUYER FOCUSED CONTENT GUIDE

A detailed list of the content you as an accountant or bookkeeper most need to create, based on the categories of content your prospects want AND the content most accountants are missing.

Mockup - Internal pages - 29 Content Ideas Guide

29 CONTENT IDEAS GUIDE

Developing and sharing content that’s unique to you will help with yourlead-generation process. Here are our (new and updated!) 29 ideas for types of content to help prospects decide to work with your firm.

Building your Personal brand Guide

BUILDING YOUR PERSONAL BRAND GUIDE

This guide will help you see the difference between your firm’s business brand, and your own personal brand. You’ll also get specific actions to take to help with your Next Big Thing!

NAILING YOUR MARKETING IMAGERY GUIDE

Use this guide to identify what types of images you need to find, be inspired to create your own and get practical instruction on how to make it happen.

XERO MARKETER GUIDE

Written for the Xero accountant or bookkeeper who wants to step up their marketing. Includes 6 quick win ideas and real life case studies.

TRAITS OF ENTREPRENEURIAL ACCOUNTANT GUIDE

This guide is about the qualities which make for a great entrepreneurial accountant. Someone who isn’t “simply” an accountant, but the best kind of accountant, and a great business owner too. Includes quotes from real live accountants and those who serve the accounting industry.

BRIEFS AND TEMPLATES

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BLOG POST BRIEF

Template - Client Stories

CLIENT STORIES TEMPLATE

Video Brief

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