The beginner’s guide series for accountants

We’ve launched a new series of short, easy-to-understand guides covering the basics of digital marketing, one aspect at a time, because we’ve been listening to the accountants we work with.

Our Guides

Our comprehensive series will cover SEO, Social media, Google Analytics, CRMs, Brand, Webinars and Video for accountants and firm marketers.

The beginner’s guide to CRM for accountants

Making the most of client informationOur beginner’s guide will help you to better understand why a good customer relationship management (CRM) system not only saves time and brings efficiencies but can also help manage relationships.

The beginner’s guide to creating a brand for accountants

How to implement it for your firm

Our beginner’s guide will help you to better understand what a brand is, what makes a strong brand, why create one, and how to build and implement it for your accounting firm.

The beginner’s guide to video for accountants

Why you need it and how to make it work for you

Our beginner’s guide will help you to better understand the underlying principles of video, the benefits of using it and why it is such a powerful communications medium  for accountants to explore.

The beginner’s guide to SEO for accountants

Search engine optimisation explained

Our beginner’s guide will help you to better understand the underlying principles of SEO, and to be more confident as buyers of SEO services, allowing you to have more productive and efficient conversations.

The beginner’s guide to Google Analytics for accountants

Google Analytics explained

Our beginner’s guide will help you to better understand the underlying principles of Google Analytics, allowing you as you become more familiar with it, to be able to analyse the data it provides to assess return on investment.

The beginner’s guide to social media for accountants

Social media explained

Our beginner’s guide will help you to better understand the underlying principles of social media, how to embrace this for your accountancy firm and how to measure return-on-investment from your activity.

The beginner’s guide to webinars for accountants

How to make them work for you

This beginner’s guide has been written specifically for accountants and firm marketers who don’t know where to start when it comes to running a webinar and want to learn enough to be able to support their practice with their online events programme.