We know you’re busy, so we wanted to help. 

And we get that, whilst you’re great at looking after your clients, your expertise may not lie in marketing your firm and its services. We hope you find this guide useful; for inspiration, guidance and to show you where to start. 

An opening caveat

It’s a difficult task to create a marketing kit that works for every one of our members. 

And in some ways, we were reluctant to give you templates and examples.

A brand is much more than a logo, words and colours. It’s the culture, values and essence of your firm. So, copying words that are not authentic to you and your brand can backfire. Where we give your examples and suggestions, they are just that. 

And, if you want to take your marketing to the next level, we suggest you engage specialists. We know some great agencies that ‘get’ accountants. Just let us know, and we’ll put you in touch.

So, who is this guide for?

In short, it’s for everyone! 

No matter your role, the size of your firm or your team, as an accountant, you have the inherent ability to make a dramatic difference in your clients' lives through your understanding of numbers. 

Whether you’ve just started your journey to becoming a firm of the future, or you’ve advised your top clients for years and now want to scale that. Your recent partnership with Clarity is a springboard for you and your firm to start great conversations with many more of your clients and build upon your relationships.

So let’s talk about all the great things that you can do to help make a significant difference to small business owners!