Tag Archives: CPA marketing

Marketing Insights for Accountants and Bookkeepers in 2026

Marketing in 2026 looks very different for accountants and bookkeepers than it did even a

Designer and client meeting in a cafe. They are looking over brand elements laid out on the table and deciding which one to choose.
Why Brand Elements Matter To Accountants (Even If You’ve Never Heard of Them)

When you consider your firm’s brand, you think of the most foundational aspects first. But

Adam Bell, PF's marketing strategist holds up ten fingers to represent the 10 questions you should be asking a potential marketing partner to see if they are the right fit for your firm.
10 Questions to Ask a Potential Marketing Partner (and see if they’re the right fit)

Choosing the right marketing agency can feel risky. Like many accountants, you might feel uncertain

first person view with a tablet in one hand and a hot drink in the other, sat at a table. The tablet is showing an internet search bar.
EEAT and SEO for accountants: How to get found in the AI era

Authority is how we dominate.  AI-driven tools like ChatGPT, Perplexity, and Google’s AI Overviews aren’t

yellow icons representing ai and search engines on a half dark teal and half light teal background
AI vs. Search: What the Data Really Shows for Accounting Firms

There’s been a lot of noise about AI replacing search engines, and rightly so, this

person holding phone with PF GPT
Don’t Accept the First Answer: Smarter Ways Accountants Can Use AI in Marketing

(And why your brand voice matters more than ever) Recently, I ran a session for

Large notebook placed on top of a grey table and surrounded by stationery and a cup of coffee in a yellow mug. Notebook reads 'strategy' in big letters.
Strategy → Plan → Action: The Marketing Sequence Most Firms Skip

Picture this. You’re in a team meeting and someone says, “Let’s post on LinkedIn.” Another

Fiery pancake being flipped in a pan
How to Start Marketing When You Don’t Feel Ready (The First Pancake Approach)

  If you’ve ever made pancakes from scratch, you’ll know this truth: the first pancake