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PF team marketing tips

PF team marketing tips

Well researched articles and tutorials written by all of the PF team on everything from brand, social, SEO to content and onboarding. Tips are sent out every Friday.

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PF long email

PF long email

A monthly email summarising PF free resources, content from the PF team and upcoming training sessions and events.

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Karens Notes

Karens Notes

Marketing tips written by Karen herself, sent out every Saturday to keep you inspired and taking marketing action.

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Downloadable

Traits of Entrepreneurial Accountant guide

Traits of Entrepreneurial Accountant guide

Karen has written this guide so you’ll know the traits that make for a great entrepreneurial accountant: the kind of person who isn’t “simply” an accountant, but is the best one, and the best business owner you can possibly be. Plus it includes quotes from Rod Drury CEO of Xero, Jason Blumer Founder of Thriveal and Owner of Blumer CPAs to name a few!

Download your copy
Xero Marketer Guide

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.

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Training Courses

Accountant Marketer

Accountant Marketer

The basics of content marketing exclusively for accountants. This is based on the core content from the 12 week Accelerator course. Whenever you’re ready you can upgrade to the Accelerator for accountability, live sessions, and feedback on your created content. 

Who’s it for? Anyone in an accountancy firm who wants to learn how marketing works for accountants

When does it start? This 12 week DIY course will be available soon and the first two sessions will be free.

Get on the waiting list
SEO Masterclass

SEO Masterclass

Learn the fundamentals of SEO for your accounting firm’s website, and how even small changes can make big differences.

Who’s it for: Everyone within your firm who creates content and publishes it on your website

How do you access it? This is a recording from a live session, so you can watch it whenever you have time

Watch SEO Masterclass

Videos

Marketing Map

Marketing Map

We looked at the accounting firms getting the best results over the long term and we saw patterns in what they did. These patterns are reflected in this marketing map. In this video, Karen explains what to do and in what order, so you get a drip feed of the very best kind of clients for you.

Watch the video
Involving your team in marketing

Involving your team in marketing

As the owner of an accounting firm, you know you need to be personally involved in your marketing. It can be a little more difficult to understand where and how to involve the rest of your team. In this video, Karen shares the different levels of involvement of your team in your accounting firm’s marketing.

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Join our community

The community is your place to connect with other accountants from around the world who are like you. Keen to learn about great marketing and how it applies to their firm. Those who are willing to try new things and expert with creative ideas. Our aim for this space is it feels safe for you to share anything related to your marketing.