Marketing Audits

Overcome your marketing inefficiencies in 2 weeks so you can start generating enquiries.

If marketing’s draining time and money without results, it’s time for a rethink.

I help accountancy and financial services firms discover why they’re not getting the right client enquiries, and what to do instead to bring them in consistently.

Right now, you’re:

  • Chasing leads

  • Updating your website

  • Showing up to networking events

  • Posting on social media when you remember

You’re constantly spinning plates, trying to keep things moving.

But the new client enquiries aren’t coming in, and it’s not clear what’s going wrong.

You’re not alone. Many accountancy firms hit this wall.

They’re putting in effort, but it’s disconnected. Nothing joins up.

And because there’s always something more pressing, it ends up last on the list.

The Growth MOT is where that changes.

In just 2 weeks, you’ll have a clear, honest review of what’s holding you back and a plan to move forward.

You’ll see exactly:

  • What’s wasting time and budget

  • Where you’re missing opportunities

  • How to attract more of the right enquiries

Without adding another item to your to-do list.

What the Growth MOT helps fix

  • A website that looks the part, but isn’t bringing in enquiries

    You’ve invested in your site, but it’s not doing the work.

    I show you why it’s not converting visitors into leads, and how to fix it.

  • Messaging that’s too generic, or talks to your peers not your prospects

    If your copy sounds like every other firm, or worse - only makes sense to other accountants - you’re turning potential clients away.

  • Random content that doesn’t convert into real leads

    Sporadic updates and well-meaning posts aren’t bringing results.

    I help you focus your efforts on what actually works.

  • A heavy reliance on referrals and in-person networking

    Relying on who you know worked once. But it’s no longer enough to grow.

    I’ll help you build visibility beyond the room you’re standing in.

  • A scattergun approach that’s hard to delegate or scale

    When everything feels like a one-off, you end up stuck doing it all yourself.

    I give you a structure your team can follow, without needing more hours in the day.

This is for you if:

  • ✺

    Marketing is happening, but it’s all reactive and disjointed.

    You’re tired of piecing things together and hoping for the best.

  • ✺

    You want to stop guessing and start seeing results.

    You know there’s opportunity out there, you just need a clear plan to reach it.

  • ✺

    You’re an established accountancy or finance firm.
    You’ve built something solid, and now want to grow in a smarter, more sustainable way

The results

  • A clearer understanding of why your current approach isn’t working

    You’ll finally see where the gaps are, so you can stop wondering and start fixing.

  • Simple, specific guidance you can trust

    No marketing fluff. Just honest, tailored advice to help you move forward.

  • Better use of your time and team

    Focus your efforts on what actually helps attract enquiries, and ditch the stuff that doesn’t.

  • Confidence to move from reactive to proactive

    You’ll stop feeling stuck and start making smarter decisions about how you show up online.

    You won’t need to keep reinventing the wheel. You’ll finally have a joined-up approach that’s easy to manage.

What you’ll walk about with

  1. A mapped-out view of your current marketing activity
    I audit what’s happening across your website, content, email and social—and show where it’s helping or holding you back.

  2. Clear, practical recommendations you can act on straight away
    No jargon. Just honest advice on what to fix, stop or shift based on your goals.

  3. A competitor snapshot showing how you compare in the market
    I review three other firms to show where you stand in the market, and where the opportunities lie.

  4. A Trello board of prioritised fixes
    Easy-to-follow actions broken down into Stop / Start / Improve, perfect for delegating.

  5. A PDF report and Loom walkthrough
    A comprehensive summary of findings and next steps, delivered in plain English with a video guide for your team.

Why now?

If you're not getting regular, high-quality enquiries, something is off.
And ignoring it only makes things worse.

The longer you rely on scattered content, outdated referrals, or a website that doesn’t convert, the more clients you lose to competitors who are already getting it right.

Inaction has a cost:

  • You miss out on ideal clients who never find you

  • You stay stuck in feast-or-famine income cycles

  • You keep spending time on things that aren’t working

The Growth MOT gives you clarity. Fast.

So you can stop repeating what’s not working and start focusing on what will actually bring in work.

No more last-minute LinkedIn posts. No more reactive plans. No more blending into the background.

Every week without a plan is another missed opportunity.

Your investment

I’m currently offering the Growth MOT at the Beta price of

£995 +VAT

Hello, I’m Claire

You’re brilliant at running your firm. Your clients are happy. Your work speaks for itself.

But when it comes to marketing?

That’s a whole different skill set, and one you’ve never had the time or need to learn.

That’s where I come in.

Before setting up my business, I spent over a decade in the accountancy and professional services sector.

I’ve built the entire marketing function for a Top 100 accountancy firm from scratch and developed the global digital and communications strategy for an international consultancy in 17 countries.

I know your industry inside out. I understand your clients. And I know how to make your firm look and sound like the obvious choice.

I don’t do fluff.

I offer honest, strategic audits that show you exactly where leads are being lost, so you can fix it fast and start making your marketing count.

✺ Frequently asked questions ✺

  • This is for accountants and finance professionals who have previously only used LinkedIn to talk to their peers and are now ready to start using it proactively to find new clients.

    If you’re tired of using traditional and unpredictable lead generation methods like networking and word of mouth, and you’re ready to take control, this is for you!

  • I’ve spent over a decade working with accountants and finance professionals like you. I know exactly who your prospects are and what they need from the services you offer. I know the industry inside out and understand the clients you are targeting.

    I’ve walked the walk - I’ve built my own LinkedIn presence from scratch and now have a business based on inbound leads and online referrals, so I know how to get the most out of the platform.

  • Perfect. My coaching program is built for accountants and finance professionals who know they need to be visible but don’t know where to start. I make it simple, structured, and stress-free.

  • That’s why I’m here! I’ve been creating B2B marketing strategies and writing content for over 20 years and specifically working with accountants and finance professionals for over a decade.

    I’ve also spent the last 2 years building my own LinkedIn profile.

    By working with me, you’ll benefit from my years of experience, as I know exactly how to position you and your services to attract clients and grow your online presence.

  • You can but that’s only going to be of interest to other accountants, and they’re not the ones who pay your bills!

    Creating content to attract new clients requires you to talk to them directly and paint the picture of how you can help them, not be full of technical jargon.

    My coaching and content packages turn your expertise into relatable content that potential clients will immediately see themselves in, making you the obvious choice to help them.

  • LinkedIn should be a key client attraction tool, not an afterthought. This gives you the strategy, content, and positioning to make LinkedIn consistently work for you.

    The ideas and content you will have for your LinkedIn posts can easily be repurposed for other marketing activities such as website content and email marketing, to give a joined up message across your channels.

    Your LinkedIn content can also be used to generate email sign ups and direct traffic to your website where you can nurture prospects further.

  • We’ll discuss this on your calls but, generally, content includes identifying the pain points and problems that your prospects are facing and positioning your services as the solutions to these.

    We use storytelling to paint the picture of the transformation you can bring to their business/life by talking about the outcomes your services offer them.

    We’ll add bits of what makes you unique, whether that’s talking about your professional journey, hobbies, or working week.

    It will be different for everyone (depending on how much you’re happy to share), but adding that human element helps your readers connect with you on a personal level.

    It’s all about creating that human-to-human connection, which will give you the edge over someone else who offers a similar service.

  • That’s great - but referrals are unpredictable, and reliant on other people continuing to refer you. They can slow down for a number of reasons and have a knock on effect to your sales pipeline.

    This is taking matters into your own hands to give you a steady stream of visibility, and inbound interest, so you’re never relying on word-of-mouth alone.

  • That is up to you. I recommend posting 4x week to create a consistent presence.

    However, the most important thing is to find a schedule that works for you.

    You need to be able to engage on LinkedIn on the days you post to get the maximum benefit from them.

    Therefore your posting schedule needs to be manageable and fit in with your other commitments to ensure you stick to it.

  • Your profile revamp gives you an instant authority boost - you’ll look the part from day one. 

    And with consistent posting and engaging with others on LinkedIn, you’ll send more traffic to your profile and start more conversations. This will lead to more inbound opportunities within weeks.

    The more you show up, the faster you build your visibility into trust with prospective clients.

  • Because your competitors already are.

    With everything now being digital, the way people find accountants has changed.

    Clients are searching online before they choose who to work with, and if you’re not visible, you’re not an option.

    By positioning yourself as the expert and the solution to their problems, you ensure your prospects find you first. 

    Creating an online presence through LinkedIn allows you to reach huge numbers of people, that you are not able to do in person.

    It’s often a great introduction to people you may go on to meet in real life, but you would never have met otherwise.

  • While I give you the tools and knowledge to get you set up on LinkedIn, it’s down to you to execute it and remain consistent. Therefore, providing any kind of guarantee is unrealistic.