MARKETING FOR ACCOUNTANTS

Providing marketing consultancy and copywriting services for accountants is the core part of our business. For nearly 20 years we have worked with accountancy practices across the UK from sole practitioners to multi-partner firms to help them achieve their sales and marketing objectives.

Our approach to marketing consultancy is practical and effective, helping you to create a dialogue with clients, prospective clients, business contacts and your staff. We believe in keeping things simple, yet effective.

Saving you time and making your marketing happen

The services which we provide either as a one-off exercise or as part of an ongoing marketing support programme are:

Marketing plans for accountants

We find out what you want to achieve from your marketing and suggest ways to make that happen. We can also pull together your existing marketing activities to make them more effective. A written marketing plan gives you something to refer to throughout the year which helps to keep your activities and your spending on track.

Marketing materials for accountants

If you lack the time to write marketing related copy, we can do it for you. We specialise in writing anything from marketing related items to compliance and regulatory copy which needs to be communicated to your clients or stakeholders in a concise and easy to understand manner.

Typically we write copy for: brochures and leaflets, websites, apps, social media posts, mailings, adverts, newsletters, blogs, reports and so on. We can also arrange the design and print of your marketing materials.

Reviewing your marketing

Is it time to evaluate the effectiveness of your current marketing activities? From reviewing your firm-wide branding to your website or your marketing literature to your mailings, we will make sure you are spending your budget in the most efficient manner to get the results you want.

Marketing specialist services

Do you have a niche service you want to promote? We work with accountants who want to focus on developing specific services such as digital accounting, business start-ups or tax planning.

One specialist area we are heavily involved in is the launch and ongoing marketing of probate and estate administration services.

Marketing project management

Where lack of time or marketing experience is an issue, let us do the work for you. We work closely with you to understand your objectives and then liaise with the relevant suppliers on your behalf, so that you don’t get ‘bogged down’ in the day-to-day detail. Project management activities include updating or launching a new website, handling the design and print of marketing literature or other marketing items.

Recruiting or mentoring marketing staff

Looking to recruit or develop your marketing personnel? We can help you get the right person on board and provide additional support when they need it.

Staff and client surveys for accountants

Do you want to find out what your clients really think about the service you provide or what your staff feel about working for you? We work closely with you to plan, implement and report on client and staff surveys, giving recommendations for improvement (if required!).

Monthly marketing retainer for accountants

Increasingly we are finding that firms want to work with us on an going basis, signing up to a number of hours each month. During the allocated time we can work on a variety of marketing activities to make sure there is a constant flow of communications to clients and potential clients. In short, we can provide you with as much or as little support as you need from as little as £150 + VAT per month.