Episode 77

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Published on:

14th Jun 2024

Podcast Marketing: Why Do It?

Are you maximizing your firm's potential by effectively marketing your services, even when you're swamped with work?

In this episode of "Strategy and the Virtual Controller," Penny Breslin interviews Damien Greathead about marketing for accounting firms. They discuss the importance of maintaining an updated and specific website, effective client communication, and strategic marketing even when firms feel they are overwhelmed with work. They highlight the value of newsletters and automated communication to keep clients engaged and address their needs proactively. The conversation also covers the significance of defining ideal clients and creating a clear referral system, ensuring firms can attract and retain both clients and employees.


Dive in to discover strategic tips on balancing workload and client acquisition!


[00:00 - 05:21] Introduction and Importance of Specific Websites

  • Damien Greathead emphasizes the need for accounting firms to have specific, updated websites.
  • They discuss basic services like budgeting and forecasting.


[05:22 - 15:10] Importance of Marketing and Communication

  • Marketing is important for firms even when overwhelmed with work.
  • The hosts give examples of misleading advertising and defining Client Advisory Services (CAS).


[15:11 - 25:30] Effective Use of Websites and Newsletters

  • Penny and Damien discuss how an outdated website can negatively impact firm perception.
  • What is the role of newsletters in client communication and prompting additional projects?


[25:31 - 36:00] Client and Employee Engagement

  • Engaging with both clients and potential employees through clear communication is vital.
  • The firm's website and marketing materials reflect the firm's true values and services.


[36:01 - 39:00] Practical Marketing Strategies

  • Implement practical marketing strategies such as newsletters and automated follow-ups.
  • Penny and Damien highlight the importance of having a clear and defined marketing and sales process.
  • They also encourage firms to continuously update their marketing strategies and maintain client engagement.



Direct Quotes:


"I would just encourage accounting firms to take a look at that website and skinny it down. Get more specific." - Damien Greathead


"Even if you're not necessarily looking for new clients, I think there's a real opportunity for firms just to take a look at their shop front." - Damien Greathead



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Thank you for listening. Please like and share this episode with a friend!

Websites: https://moneypennyllc.com/

LinkedIn: https://www.linkedin.com/in/damiengreathead/

Twitter: @Damien_GH

LinkedIn: https://www.linkedin.com/in/penny-breslin-0228b81/

Twitter: @pennyb57


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About the Podcast

It's not Just the Numbers
Focused on CAS, this accounting podcast helps firm owners build their accounting and bookkeeping business with intention
It’s Not Just the Numbers is a podcast for accounting firm owners, leaders, and professionals building modern firms beyond compliance.

Hosted by Damien Greathead and Penny Breslin, the show explores what it really takes to create a sustainable, advisory-driven accounting practice in a profession undergoing rapid change. From technology, systems, workflow, and pricing strategy to leadership, client experience, staffing, and the future role of the accountant — this podcast goes beyond the spreadsheets and into the real conversations shaping the profession.

Each episode features practical insights, honest discussions, and lessons from firm owners, industry experts, technology leaders, and operators working at the forefront of modern accounting.

Whether you’re building a Client Advisory Services (CAS) practice, refining your operations, navigating AI and automation, or simply trying to build a better firm, It’s Not Just the Numbers delivers thoughtful conversations grounded in real-world experience.

Because the future of accounting isn’t just about compliance.

It’s about strategy.
It’s about relationships.
It’s about systems.
It’s about leadership.
And ultimately, it’s not just the numbers.

A Beyond Numbers podcast.

About your hosts

Penny Breslin

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Penny Breslin is the founder of MoneyPenny, a consulting firm specializing in helping accounting firms and other businesses embrace the power of technology to simplify their operations and increase their profit margins.

Drawing on her years of experience and her knowledge of what it takes to run a successful business, Penny oversees the development of back office processes for her client firms. From the initial evaluation of the firm’s workflow, to technology selection, and assisting in the on-boarding of the firm’s clients, Penny works with her clients to maximize the benefits of a paperless and cloud-based firm.

Damien Greathead

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Damien has been working in the accounting industry for more than 15 years. In addition to getting his hands dirty preparing tax returns and doing bookkeeping, but the bulk of his experience comes from consulting to both accounting firms and the technology companies that serve the industry.

He set up 2020 Group USA which was a membership group for small and medium sized accounting firms and then went on to set up Receipt Bank (now Dext) in North America.

He regularly speaks to industry bodies on technology, marketing and change management.