Resources

If you’ve ever opened an analytics dashboard and thought “where do I even start?”, this guide is for you.

It breaks marketing metrics down into the handful that actually matter for an accounting firm, across your website, social media, email, events, paid ads, and the full journey from lead to long-term client. You’ll see what each metric tells you, where to find it, and how to use it to make clearer decisions month to month.

It also includes a quick cheat sheet and a simple way to start tracking without turning it into a full-time job.

If choosing images for your marketing always takes longer than it should, this guide will make it simpler.

It helps you figure out what your imagery needs to say about you, so your website, socials, and guides look like they belong to the same firm. You’ll get practical guidance on defining your style, using stock imagery without looking generic, and planning images based on where they’ll be used.

There’s also a really useful section on working with a photographer, plus ideas for using real team and client imagery to bring more personality and trust into your marketing.

If you’ve built a firm you’re proud of and you’re starting to wonder what you want to be known for next, this one’s for you.

This guide helps you explore the difference between your business brand and your personal brand, and what changes when the spotlight is on you, your story, and the message you want to put into the world. It’s designed for accountants who are thinking about things like writing a book, doing more speaking, mentoring, or building influence in a niche they care about.

You’ll also get a simple actions checklist (in Google Sheets) so you can work through the exercises, capture ideas, and turn it into real momentum.

If you’re trying to keep your marketing consistent but you’re running out of ideas (or motivation), this resource gives you a solid menu to pick from.

It shares 29 different types of content you can create, from quick wins like emails, FAQs and checklists, to bigger pieces like guides, webinars, industry resources and courses. Each idea comes with context, suggested topics, and practical tips so you can choose what fits your firm, your audience, and the time you actually have.

It’s one to keep nearby whenever you’re planning your next month of marketing.

This guide helps you create the content your prospects actually want, in a way that makes it easier for them to choose you.

It breaks buyer-focused content into eight key categories, with examples and prompts so you can see what to create, why it matters, and where to start. There’s also a Google Sheets checklist you can copy and use as your personal plan, so you can prioritise what’s most relevant right now and keep track as you go.

Use it whether you’re doing your marketing solo, getting support from PF, or somewhere in between. It’s built to help you make steady progress without trying to do everything at once.

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

This guide shows how prospects move from never having heard of you to becoming long-term, high-trust clients.

It breaks down each stage of the journey and explains what your buyer needs at every point, so your marketing supports their decision rather than rushing it.

Use it to see what to create next, and to build trust in a way that feels steady and intentional.