Resources

If you’re about to launch something and want it to feel structured rather than reactive, this planner will help you map it out properly.

It guides you through defining your campaign goal, audience, budget, content, channels, and metrics, then breaks it down into weekly actions so you can see exactly what’s happening and when. There’s space to think through your service in detail, allocate budget realistically, and track performance as the campaign unfolds.

Use it to move from “we should promote this” to a clear, measurable plan you can actually execute and review with confidence.

If you’re being invited to speak, collaborate, guest on podcasts, or contribute to articles, a clear Media Kit makes it easier for people to say yes to you.

This brief helps you pull together the essentials: who you are, what you’re known for, the topics you want to be associated with, your qualifications, social proof, and the practical details organisers need. It also prompts you to think carefully about your message and audience so your Media Kit reflects your personal brand, not just your job title.

Use it to create a confident, well-structured Media Kit that positions you clearly and makes it simple for the right opportunities to find you.

Staring at a blank screen wondering what this email is actually meant to do? This is the brief we use before we write a single word.

It helps you get clear on who you’re talking to, why you’re emailing them, how they’re feeling right now and what you want them to do next.

If you’ve ever sent a campaign and thought “that felt a bit vague” or “why didn’t that land how I hoped?”, this will help you tighten it up.

Download it, spend ten minutes filling it in before your next send, and notice how much sharper and more confident your emails feel.

Rebranding is more than a new logo and a launch post. This checklist helps you think through everything that needs to happen before, during, and after your new brand goes live.

It walks you through the practical details across your website, office space, systems, team, marketing, and client communication, mapped out over a clear timeline so nothing gets missed. From internal conversations to social updates and tech changes, it keeps the process organised and steady.

Use it to plan your rebrand with confidence, involve your team properly, and launch in a way that feels considered, aligned, and consistent from top to bottom.

This brief helps you think through a design project before it reaches your designer.

It guides you to clarify what you’re creating, who it’s for, what it needs to communicate, and how it supports your wider marketing. You’ll define the purpose, the key messages, the practical requirements, and what success looks like, so the designer has clear direction from the start.

Fill it in before you commission or create anything and you’ll end up with design that feels aligned, intentional, and consistent with your brand, rather than just something that looks good on the surface.

Thinking about recording a video but not quite sure what to say, who it’s for, or where it’s going to live? This brief helps you sort that out before you press record.

It walks you through the exact question you’re answering, who you’re speaking to, why this video matters, and what you want someone to do after watching. It also prompts you to think about structure, platform, length, and how this fits into your wider marketing.

If you’ve ever hit record and ended up rambling (I know I have), or finished filming and wondered what the point was, this will give you focus and direction.

Good marketing divides. The clearer you are, the more the right people lean in.

This template helps you shape client stories that attract more of the work and clients you actually want.

It prompts you to pause first and ask whether this is the kind of client and project you’d happily repeat. From there, it guides you to tell the full story properly, with your client as the hero and you as the guide. You’ll explore what they were experiencing, how they felt, what changed, and what the results looked like, including the honest middle, not just the polished ending.

It also helps you decide what you want readers to do next, and walks you through moving from draft to published story, including approvals, images, and promotion.

Use it to create client stories that feel real, generous, and aligned with the direction you want your firm to grow.

This brief helps you plan blog content that’s clear, focused, and genuinely useful to the people you want to reach.

It guides you to define the exact question you’re answering, who you’re writing for, and why the topic matters right now. You’ll clarify the value for your reader, how the post supports your wider marketing, and what you want someone to do next. It also helps you shape the structure before you start writing, so the final piece feels intentional and well thought through.

Fill it in before you begin and you’ll create blog posts that feel purposeful, relevant, and aligned with the clients you most enjoy working with.

Built with over 1000 videos, 800+ blog posts, 50+ detailed guides & checklists, the full content of The Accountant Marketer, and the PF strategic marketing methodology.

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 “Do It Yourself” marketing course for accountants is a series of 12 short videos that help you begin applying the principles of content marketing to your accounting firm: what works, what doesn’t and what to do in what order.

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.