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INTRODUCTION TO LEARNING

The accountants who get the best results are personally involved in their marketing

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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.

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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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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.

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WEBINARS

RECENT BLOG POSTS

A visual guide to why branding is important for accountants

A visual guide to why branding is important for accountants

Katie Stouffer

August 12, 2022

Branding shows off  your accounting firm’s personality. If you were choosing between two businesses, one with a clear professional brand and one that hasn’t put the time and effort into showing who they are, it’s pretty clear which one you’d pick. Branding shows clients what they can expect from working with you. It’s one of

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Get your custom social media template (and book) with Accelerator

Get your custom social media template (and book) with Accelerator

Stephanie Coward

August 6, 2022

When you sign up for the next Accelerator coaching group by 2nd September 2022, you get FREE BONUS STUFF included with your space! Hooray! As an accountant and business owner, you likely have some knowledge of marketing. You occasionally post on social media, have written a few blog posts, or maybe you update your website

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July 2022: Recognising the joy of in-person meet ups

July 2022: Recognising the joy of in-person meet ups

Stephanie Coward

August 5, 2022

I’m writing this fresh from my very first Xerocon! What an amazing few days myself (Steph), Camilla, Elaine and Karen had meeting up with clients, building new connections, listening to impactful speakers and soaking up the incredible accounting community. You can scroll down a little to see proof of how much we enjoyed ourselves! This

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Do I still need to do email marketing for my accounting firm? 

Do I still need to do email marketing for my accounting firm? 

Daly Naughton

July 1, 2022

You’re feeling the overwhelm of trying to do “all the things” when it comes to your marketing strategy: blogs, social media, SEO work, industry events, and that’s all on top of your mountain of responsibilities as an accountant and business owner. You’re looking for something to take off your plate, and you’re wondering if email

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June 2022: Creating and building connections

June 2022: Creating and building connections

Stephanie Coward

June 30, 2022

  June has been an exciting and busy month for us at PF! Two new team members joined our team, we’ve got plans underway for Xerocon next month and we’ve onboarded a new Accelerator group (you can read how they’re getting on below!). Our team have also enjoyed some #restpillar this month with both Steph

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What does engaging on social media look like for your accounting firm?

What does engaging on social media look like for your accounting firm?

Stephanie Gonzalez

June 24, 2022

Engagement goes beyond simply posting things on social. It means interacting with the people you’re trying to reach with your social media posts. Engaging includes commenting, liking, and exchanging direct messages. This is one of the most important things you can be doing to succeed on these platforms. Social media is called “social” for a

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