Marketing reviews for accountancy and finance firms

Turn scattered marketing into consistent client enquiries in just 2 weeks.

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 receiving the right client enquiries, and what to fix to attract them consistently.

Right now, you’re probably:

  • Chasing leads

  • Updating your website

  • Showing up to networking events

  • Posting on social media when you remember

You’re juggling a lot, just 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, I’ll provide you with a clear and honest review of what’s holding you back, along with 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.

    ✔ I’ll highlight where you need to reposition what you’re saying.

  • 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.

The Growth MOT 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.

Why do I need this 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.

What you’ll walk away with

  1. A mapped-out view of your current marketing activity
    I review what’s happening across your website, content, email and social media, 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 business 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 so that you can prioritise based on your team’s capacity.

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

Claire Waters

Hello, I’m Claire

The accountants I work with are brilliant at what they do.

Their clients are happy.

Their work speaks for itself.

But when it comes to marketing?

That’s a different story…

It's not a skill you’ve ever needed to learn or had the time to.

I help you change that.

Before starting my business, I spent over a decade working inside accountancy and professional services firms.

I built the entire marketing function for a Top 100 firm and led global strategy for an international consultancy across 17 countries.

I’ve worked with start-ups, practices scaling into new markets, and everything in between.

I know your industry inside out.

I understand the clients you want to attract and how to position your firm so they see your value.

I do this because I’ve seen too many great firms miss out, just because their marketing doesn’t reflect how good they really are.

I want to change that.

There’s no fluff here. Just clear, honest advice that shows you where you’re missing opportunities, and what to do about it.

So you can stop wondering what’s going wrong and start making your marketing count.

The results

  1. 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.

  2. Simple, specific guidance you can trust

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

  3. More time for client work, not chasing leads

    You’ll stop wasting energy on things that don’t work, and free up headspace for what matters.

  4. Confidence to move from reactive to proactive

    You’ll stop feeling stuck and start making smarter decisions about how you attract new work.

  5. A plan that makes better use of what you’ve already got

    You won’t need to keep reinventing the wheel. You’ll finally have a joined-up approach that’s easier to manage and built around the tools, team, and content you already have.

Your investment

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

£995 +VAT

✺ Frequently asked questions ✺

  • Yes. Most firms I work with are doing bits of marketing, but without a clear plan or knowing what’s working. The Growth MOT shows you where to focus your efforts so they actually lead to enquiries.

  • 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 have helped firms just like yours turn scattergun efforts into consistent results. This isn’t guesswork, it’s grounded in extensive sector experience.

  • No. You’ll get a fresh, outside perspective backed by years of experience in your industry. I’ll provide you with practical recommendations tailored to your firm, not generic tips.

  • Just one call with you at the start (approximately an hour), to give me background on your firm and your business goals and details of what you’re currently doing. I handle the rest behind the scenes. At the end, you’ll get a full report, walkthrough, and action plan you can review in your own time.

  • Absolutely. The plan is built around what your team can realistically manage, not a wish list, and will be prioritised in order of what to tackle first.

  • The Growth MOT complements that. It can give you clearer direction, how to create better briefs and messaging so you get more value from any existing support.

  • That’s exactly why this exists. It’s built for firms with little to no marketing resource who need clarity and a way forward, fast.

  • No. This is a one-off project with a fast turnaround of two weeks. You’ll get everything you need to move forward with confidence, whether that’s DIY or if you choose further support.

  • That’s ok. This is a collaborative process. You’ll get clear reasoning behind each suggestion, and the final decisions always sit with you.

  • You’ll get a full report and a prioritised action board you can start using straight away. When you’re ready to turn that into a full strategy and put it into action, I can support you, but there’s no tie-in. You’ll leave with everything you need to move forward.

  • I’ll give you clear, tailored recommendations designed to help you make progress. But since the results depend on how and when you implement them, I can’t offer a guarantee. What I can promise is practical advice you can act on straight away - no fluff, no guesswork.

I need a marketing review!

Please fill in the form to tell me a bit about your business, and I’ll get back to you.