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The Profitable Firm

Full company profile

uuid000hn5h

Namestring
The Profitable Firm
Legal namestring
The Profitable Firm Ltd
Websiteurl
wearepf.com
Company typeenum
Private
Founded yearint
2012
Descriptiontext

The Profitable Firm Ltd is a UK-registered creative marketing agency (founded 2012 by Karen Reyburn) that exclusively serves accounting and bookkeeping firms. Headquartered in Manchester with operating presence across the UK, US and Australia, the firm positions itself as a vertical-specialist alternative to generalist marketing agencies, combining deep accounting-industry knowledge (Karen Reyburn is a dual British-American CPA and author of 'The Accountant Marketer') with a full-service creative and strategic delivery model.

The company's offerings are structured around a proprietary framework called the PF Marketing Map and span three layers: education (12-week live Accelerator coaching group with three annual intake cohorts, a DIY video course, a free PF Marketing GPT AI tool, and the 'The Accountant Marketer' book), strategy (a five-session Foundations workshop priced at £4,595+VAT, and a Gap Analysis / Marketing Audit at $1,500-$5,800), and execution (custom brand projects, website design and build, and an Outsourced CMO / Monthly Marketing retainer, with a Co-pilot tracking service layered on top). A 2025 product expansion added the AI Marketing Accelerator as a members-area product. The firm runs a community-led go-to-market with a discovery-form-led sales process, private Slack channels, in-person PF Lab Live events, and a content library of 728+ blog posts.

The business model blends one-off professional services engagements (workshops, audits, brand/website projects), recurring monthly retainers (Outsourced CMO, Co-pilot), subscription products (AI Marketing Accelerator, Marketing Lab), and low-friction educational content (DIY course, books). Publicly disclosed pricing covers only the lower tiers; Accelerator and Outsourced CMO retainers are quote-based, and one disclosed client (Whittaker CPAs, California) expanded its marketing investment with PF by 158% in September 2023. There is no disclosed external funding; the company is founder-owned and operated.

Short descriptiontext

The Profitable Firm is a UK-based creative marketing agency exclusively serving accounting and bookkeeping firms, offering coaching programs, brand strategy, websites, AI marketing tools, and ongoing marketing retainers to SMB and mid-market clients across the UK, US, and Australia.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersManchester, United Kingdom
HQ citystring
Manchester
HQ countrystring
United Kingdom
HQ regionstring
Europe
Markets served

Serves global market

Offices2 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
marketing agency services, accounting firm marketing, brand strategy services, content marketing coaching, website design services
Industry1 code
1Corporate & Financial Communications PR
CodeMPAAADAAPrimaryYes
NAICS code1 code
  • Advertising, Public Relations, and Related Services5418
Product category
Marketing Services for Accountants
GTM motion3 records

Each record includes

Type, Description, Source

Revenue model8 records
1Foundations Workshop
TypeProfessional Services
Description

Five-session intensive marketing strategy workshop for accountants priced at £4,595+VAT, delivered over 8–10 weeks with milestone payment options. Includes onboarding call, goals session, brand session, client journey, strategy, and action planning. Also includes Slack community access, personal workbook, and a free copy of 'The Accountant Marketer' book.

wearepf.com
2Accelerator Coaching Group
TypeProfessional Services
Description

12-week live coaching group programme. Intake cohorts open in February, May, and September each year. Includes weekly live sessions on the 12 steps of content marketing, private Slack channel with peers and PF team, and homework between sessions. Part of the PF Marketing Map progression pathway.

wearepf.com
3Gap Analysis / Marketing Audit
TypeProfessional Services
Description

Starting at $1,500 up to $5,800 depending on firm size and existing marketing maturity. Can be a one-off project or month one of an ongoing Outsourced CMO relationship. Includes website/SEO/social media/email analytics review, brand gap analysis, competitor research, website analysis, executive strategy, and first 3-month sprint plan.

wearepf.com
4Outsourced CMO / Monthly Retainer
TypeSubscription Recurring
Description

Ongoing monthly marketing retainer building on Gap Analysis and Foundations work, delivering execution of the agreed marketing strategy. Includes dedicated marketing strategist, creative team support, and regular reporting. Clients like Whittaker CPAs expanded to include social media content creation and monthly Copilot reports.

wearepf.com
5Brand Projects & Website Design/Build
TypeProfessional Services
Description

Custom brand strategy, visual identity, naming, and website design and build services for accounting firms. Delivered through collaborative creative process (brand explorer workshops, strategy sessions, design, development). Clients include Kennedy Accountancy, Red Earth, Lightbeam, Follow the Wolf, and others.

wearepf.com
6DIY Video Course (The Accountant Marketer)
TypeOne Time License
Description

Self-paced video course for accountants wanting to learn marketing independently, available alongside the book 'The Accountant Marketer' by Karen Reyburn (published 2023).

wearepf.com
7AI Marketing Accelerator (members area)
TypeSubscription Recurring
Description

Premium AI-powered marketing product within PF's members portal for Accelerator graduates, offering continued learning and execution resources.

wearepf.com
8Marketing Lab
TypeSubscription Recurring
Description

A product in the PF members area offering ongoing marketing tools and resources for accountants.

wearepf.com
Marketing channels14 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels9 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Marketing or Sales, Operations, Technology or R&D
Pricing details5 tiers
1Foundations Workshop — Full programme
ModelOne time/ perpetual licenseBilling cadenceMulti-year contract
Notes

£4,595+VAT. Includes 5 individual sessions (1.5 hours each), dedicated Marketing Strategist, support from PF creative team, private Slack community, personal Foundations workbook (Gsheet format), and a free copy of 'The Accountant Marketer' book. Payment can be split into milestone payments.

wearepf.com
2Gap Analysis — entry-level
ModelOutcome Based/ PerformanceBilling cadenceMulti-year contract
Notes

Starting at $1,500 for smaller firms. Includes marketing analytics review, brand gap analysis, website analysis, executive strategy, and first 3-month sprint. Can be month one of ongoing Outsourced CMO relationship.

wearepf.com
3Gap Analysis — mid-tier to enterprise
ModelOutcome Based/ PerformanceBilling cadenceMulti-year contract
Notes

Up to $5,800 for larger firms with more complex existing marketing. Scales based on firm size and marketing maturity.

wearepf.com
4Accelerator Coaching Group
ModelSubscriptionBilling cadenceAnnual
Notes

12-week live coaching programme with intake cohorts in February, May, and September. Pricing not publicly disclosed on available pages. Part of PF Marketing Map pathway leading to Foundations.

wearepf.com
5Outsourced CMO / Monthly Retainer
ModelSubscriptionBilling cadenceMonthly
Notes

Ongoing monthly retainer building on Gap Analysis or Foundations. Pricing quote-based, negotiated via discovery form. Includes dedicated Marketing Strategist, creative team execution, and regular reporting.

wearepf.com
GTM typeB2B
B2B
Offering typeServices
Services
Brand1 of 6 records shown
1Accelerator
Description

12-week live coaching programme teaching the 12 steps of content marketing for accountants.

wearepf.com
+5 more records
Core offering1 text field

The Profitable Firm is a full-service creative marketing agency that exclusively serves accountants and bookkeepers. It delivers structured marketing education through its 12-week Accelerator coaching programme and Foundations strategy workshop, alongside creative execution services including brand strategy, visual identity, website design and build, content marketing, and ongoing outsourced CMO monthly retainers. The firm codifies its methodology in the proprietary PF Marketing Map framework and serves clients globally from the UK.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 9 values shown
  • 40% topline revenue growth in first year (Starfish Accounting)
+8 more records
Product overview1 text field

The Profitable Firm is a marketing agency specializing in accounting firms, offering a portfolio of coaching programs, strategy workshops, and creative services. The core offerings include Accelerator (a 12-week live coaching program), AI Marketing Accelerator, Foundations (5-session strategy workshop), DIY Video Course, and Marketing Lab. Service offerings span Brand Projects (branding, naming, visual identity), Websites (design and build), Monthly Marketing (outsourced marketing support), and Gap Analysis. The company also publishes books including 'The Accountant Marketer' and offers a Co-pilot tracking service for ongoing marketing analytics. The offerings work together as a comprehensive marketing ecosystem that takes accountants from strategy through execution.

Product and service10 records
1Accelerator
CategoryCoaching Programme
Description

A 12-week live coaching programme that teaches accountants the 12 steps of content marketing through weekly sessions, homework between sessions, and a private Slack channel community with peers and the PF team. Intake cohorts open in February, May, and September. Designed for accounting firm owners seeking structured marketing education.

2AI Marketing Accelerator
CategoryCoaching Programme
Description

AI-powered marketing acceleration product within PF's members area for accountants who have completed the Accelerator programme, offering continued learning and execution resources.

3Foundations
CategoryStrategy Workshop
Description

A five-session intensive marketing strategy workshop (Onboarding, Goals, Brand, Client Journey, Strategy, Action) spanning 8–10 weeks, delivering a custom Marketing Playbook including goals documentation, brand story, core website structure, detailed marketing plan, and 12-month timeline. Priced at £4,595+VAT.

4Gap Analysis
CategoryMarketing Audit
Description

A preliminary marketing analysis service that reviews website, SEO, social media, email, and leads to identify marketing gaps. Priced from $1,500 to $5,800 depending on firm size and existing marketing maturity. Can be a one-off project or month one of an ongoing Outsourced CMO relationship.

5Brand Projects
CategoryBranding Service
Description

Custom brand strategy, naming, and visual identity design services for accounting firms, delivered through collaborative brand explorer workshops and design processes.

6Websites
CategoryWebsite Design and Build
Description

Website design and build services for accounting firms, including custom builds and Rocketspark-based platforms, designed to function as marketing hubs that educate prospects and qualify leads.

7Monthly Marketing
CategoryMarketing Retainer
Description

Ongoing monthly outsourced marketing retainer building on Gap Analysis and Foundations work, delivering execution of the agreed marketing strategy with a dedicated marketing strategist and creative team support.

8Co-pilot
CategoryMarketing Analytics
Description

Monthly reporting and marketing analytics tracking service for Accelerator graduates and ongoing retainer clients, helping them interpret their numbers and make data-driven improvements to their marketing.

9DIY Video Course
CategorySelf-Paced Course
Description

A self-paced video course for accountants who want to learn marketing fundamentals independently, available alongside Karen Reyburn's book 'The Accountant Marketer'.

10Marketing Lab
Scale indicator13 records

Each record includes

Type, Value, Description, Source

Partnership7 partners
Strategic tierCoreTypeTechnology or IntegrationAnnounced on2018-10-12
Description

Xero is a key sponsor and featured platform at the BITE 2018 event co-created by PF for Saint & Co. Xero is the leading cloud accounting software platform for PF's target clients (accounting firms). PF supports Xero migration for its clients and promotes Xero as part of its marketing services.

Strategic tierCoreTypeTechnology or IntegrationAnnounced on2018-10-12
Description

Rocketspark is a website platform partner used by PF for building client websites (e.g., Afresh Accountants, BITE 2018 event website). Rocketspark sponsored the BITE 2018 event. Rocketspark creates 'beautifully simple websites' and PF uses it as a recommended platform for clients who want to manage their own site updates.

Strategic tierMinorTypeChannel Partner/ Reseller/ DistributorAnnounced on2018-10-12
Description

The Cumberland Building Society was a sponsor of BITE 2018, demonstrating PF's ability to facilitate cross-industry sponsorship for accounting events.

Strategic tierMinorTypeGTM or Marketing PartnerAnnounced on2018-10-12
Description

Andrew & Pete (comedic content marketing duo) were keynote speakers at BITE 2018. Recommended by Andrew Liddle of Saint & Co after seeing them at Xerocon. PF facilitates their involvement in the BITE event.

5MHA Carpenter Box
Strategic tierMinorTypeStrategic or Co-development PartnerAnnounced on2018-10-12
Description

MHA Carpenter Box originally created the BITE (Business, Innovation, Technology, Efficiency) event concept in 2015 in partnership with PF. With their permission, PF adapted BITE for Saint & Co in 2018. This is a replicable event model PF has co-developed and deployed across multiple accounting firm clients.

wearepf.com
Strategic tierCoreTypeTechnology or Integration
Description

Stepping Stone (a PF client) holds Xero Gold Partner status. PF supports its clients in achieving and maintaining Xero partnership status as part of its technology advisory services. Xero is central to PF's recommended cloud accounting tech stack.

7Chris Marr / Content Marketing Academy
Strategic tierMinorTypeStrategic or Co-development Partner
Description

Chris Marr from the Content Marketing Academy co-hosts PF's Free Marketing Masterclass for Accountants. This is an ongoing educational partnership bringing content marketing expertise to PF's accountant audience.

wearepf.com
Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Peers10 records
TypeBroad incumbent
Description

Chris Marr's Content Marketing Academy provides content marketing training and education for businesses across industries, including a co-hosted masterclass with PF. Comparable to PF in offering content marketing education and coaching, but CMA is more generalist (multi-industry) while PF is accountant-specific.

TypeBroad incumbent
Description

HubSpot is a leading general-purpose marketing software and services platform serving all industries. Comparable to PF in providing marketing strategy and execution capabilities, but HubSpot is a broad incumbent with software focus rather than specialized services for accountants.

TypeDirect peer
Description

Twenty Over Ten is a website design and marketing services provider specializing in financial advisors, offering branded websites, content marketing, and lead generation tools. Comparable to PF as both serve financial professionals with niche-specialized marketing services, though Twenty Over Ten targets financial advisors while PF targets accountants.

TypeDirect peer
Description

Advisor Websites is a website builder and marketing platform designed specifically for financial advisors, with compliance-friendly templates and content libraries. Comparable to PF in serving financial professionals with website and marketing solutions, though more software-led with self-serve tools rather than done-for-you services.

TypeDirect peer
Description

Snappy Kraken provides marketing automation and pre-built campaigns specifically for financial advisors, including email, social, and content tools. Comparable to PF in serving financial professionals with marketing, though Snappy Kraken is product-led (SaaS automation) while PF is service-led (coaching plus agency).

TypeOthers
Description

Xero is a cloud accounting software platform serving SMBs and their accountants. Adjacent to PF as Xero's app ecosystem includes PF's target market, and Xero is a strategic partner of PF (sponsoring BITE events, supporting client migrations). But Xero is accounting software while PF is marketing services.

TypeEmerging player
Description

Karbon is a workflow and practice management software platform for accounting firms. Comparable to PF in serving the same client base (accountants) and increasingly adding client-experience features, but Karbon is software/operations focused while PF is marketing focused.

TypeEmerging player
Description

Practice Ignition provides proposal automation and client engagement tools for accounting and bookkeeping firms. Comparable to PF in serving accountants with growth-oriented tools, but Practice Ignition is workflow/proposal focused while PF is marketing focused.

TypeOthers
Description

Sage is a leading accounting software provider serving SMBs and accountants globally. Adjacent to PF as Sage's customers include many of PF's target market (accountants), but Sage provides accounting software while PF provides marketing services.

TypeDirect peer
Description

FMG is a marketing platform and services provider for financial advisors, offering websites, email marketing, social media tools, and content libraries. Comparable to PF in serving financial professionals with marketing services, though FMG leans more SaaS/product while PF is service-heavy with coaching and agency delivery.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat6 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers16 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature5 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles6 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

The Profitable Firm

Marketing Services for Accountantswearepf.com

The Profitable Firm is a UK-based creative marketing agency exclusively serving accounting and bookkeeping firms, offering coaching programs, brand strategy, websites, AI marketing tools, and ongoing marketing retainers to SMB and mid-market clients across the UK, US, and Australia.

What The Profitable Firm does

The Profitable Firm Ltd is a UK-registered creative marketing agency (founded 2012 by Karen Reyburn) that exclusively serves accounting and bookkeeping firms. Headquartered in Manchester with operating presence across the UK, US and Australia, the firm positions itself as a vertical-specialist alternative to generalist marketing agencies, combining deep accounting-industry knowledge (Karen Reyburn is a dual British-American CPA and author of 'The Accountant Marketer') with a full-service creative and strategic delivery model.

The company's offerings are structured around a proprietary framework called the PF Marketing Map and span three layers: education (12-week live Accelerator coaching group with three annual intake cohorts, a DIY video course, a free PF Marketing GPT AI tool, and the 'The Accountant Marketer' book), strategy (a five-session Foundations workshop priced at £4,595+VAT, and a Gap Analysis / Marketing Audit at $1,500-$5,800), and execution (custom brand projects, website design and build, and an Outsourced CMO / Monthly Marketing retainer, with a Co-pilot tracking service layered on top). A 2025 product expansion added the AI Marketing Accelerator as a members-area product. The firm runs a community-led go-to-market with a discovery-form-led sales process, private Slack channels, in-person PF Lab Live events, and a content library of 728+ blog posts.

The business model blends one-off professional services engagements (workshops, audits, brand/website projects), recurring monthly retainers (Outsourced CMO, Co-pilot), subscription products (AI Marketing Accelerator, Marketing Lab), and low-friction educational content (DIY course, books). Publicly disclosed pricing covers only the lower tiers; Accelerator and Outsourced CMO retainers are quote-based, and one disclosed client (Whittaker CPAs, California) expanded its marketing investment with PF by 158% in September 2023. There is no disclosed external funding; the company is founder-owned and operated.

The Profitable Firm firmographics

Firmographics
Name
The Profitable Firm
Legal name
The Profitable Firm Ltd
Website
https://wearepf.com
Company type
Private
Founded year
2012
Operating status
Operating
Headcount range
1–10 employees
Short description
The Profitable Firm is a UK-based creative marketing agency exclusively serving accounting and bookkeeping firms, offering coaching programs, brand strategy, websites, AI marketing tools, and ongoing marketing retainers to SMB and mid-market clients across the UK, US, and Australia.
Ownership category
akta.pro rank

The Profitable Firm industry classification

Industry
Product category
Marketing Services for Accountants
NAICS
Advertising, Public Relations, and Related Services (5418)
akta.pro primary industry
Corporate & Financial Communications PR (MPAAADAA)

Keywords

  • Marketing agency services
  • Accounting firm marketing
  • Brand strategy services
  • Content marketing coaching
  • Website design services

Where The Profitable Firm is headquartered

Location

Headquarters

HQ city
Manchester
HQ country
United Kingdom
HQ region
Europe

Offices2 records

Markets served

The Profitable Firm business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

  1. Foundations Workshop: Five-session intensive marketing strategy workshop for accountants priced at £4,595+VAT, delivered over 8–10 weeks with milestone payment options. Includes onboarding call, goals session, brand session, client journey, strategy, and action planning. Also includes Slack community access, personal workbook, and a free copy of 'The Accountant Marketer' book.
  2. Accelerator Coaching Group: 12-week live coaching group programme. Intake cohorts open in February, May, and September each year. Includes weekly live sessions on the 12 steps of content marketing, private Slack channel with peers and PF team, and homework between sessions. Part of the PF Marketing Map progression pathway.
  3. Gap Analysis / Marketing Audit: Starting at $1,500 up to $5,800 depending on firm size and existing marketing maturity. Can be a one-off project or month one of an ongoing Outsourced CMO relationship. Includes website/SEO/social media/email analytics review, brand gap analysis, competitor research, website analysis, executive strategy, and first 3-month sprint plan.
  4. Outsourced CMO / Monthly Retainer: Ongoing monthly marketing retainer building on Gap Analysis and Foundations work, delivering execution of the agreed marketing strategy. Includes dedicated marketing strategist, creative team support, and regular reporting. Clients like Whittaker CPAs expanded to include social media content creation and monthly Copilot reports.
  5. Brand Projects & Website Design/Build: Custom brand strategy, visual identity, naming, and website design and build services for accounting firms. Delivered through collaborative creative process (brand explorer workshops, strategy sessions, design, development). Clients include Kennedy Accountancy, Red Earth, Lightbeam, Follow the Wolf, and others.
  6. DIY Video Course (The Accountant Marketer): Self-paced video course for accountants wanting to learn marketing independently, available alongside the book 'The Accountant Marketer' by Karen Reyburn (published 2023).
  7. AI Marketing Accelerator (members area): Premium AI-powered marketing product within PF's members portal for Accelerator graduates, offering continued learning and execution resources.
  8. Marketing Lab: A product in the PF members area offering ongoing marketing tools and resources for accountants.

Pricing tiers

ModelBillingPrice
One time/ perpetual licenseMulti-year contractFoundations Workshop — Full programme
Outcome Based/ PerformanceMulti-year contractGap Analysis — entry-level
Outcome Based/ PerformanceMulti-year contractGap Analysis — mid-tier to enterprise
SubscriptionAnnualAccelerator Coaching Group
SubscriptionMonthlyOutsourced CMO / Monthly Retainer

Go-to-market motion3 records

Distribution channels9 records

Marketing channels14 records

The Profitable Firm product offering

Product offering

Core offering

The Profitable Firm is a full-service creative marketing agency that exclusively serves accountants and bookkeepers. It delivers structured marketing education through its 12-week Accelerator coaching programme and Foundations strategy workshop, alongside creative execution services including brand strategy, visual identity, website design and build, content marketing, and ongoing outsourced CMO monthly retainers. The firm codifies its methodology in the proprietary PF Marketing Map framework and serves clients globally from the UK.

Product overview

The Profitable Firm is a marketing agency specializing in accounting firms, offering a portfolio of coaching programs, strategy workshops, and creative services. The core offerings include Accelerator (a 12-week live coaching program), AI Marketing Accelerator, Foundations (5-session strategy workshop), DIY Video Course, and Marketing Lab. Service offerings span Brand Projects (branding, naming, visual identity), Websites (design and build), Monthly Marketing (outsourced marketing support), and Gap Analysis. The company also publishes books including 'The Accountant Marketer' and offers a Co-pilot tracking service for ongoing marketing analytics. The offerings work together as a comprehensive marketing ecosystem that takes accountants from strategy through execution.

Differentiator

Problem solved

Functional benefit

Brands

  • Accelerator: 12-week live coaching programme teaching the 12 steps of content marketing for accountants.
  • Foundations
  • Co-pilot
  • AI Marketing Accelerator
  • The Accountant Marketer
  • Marketing Lab

Products and services

  • Accelerator A 12-week live coaching programme that teaches accountants the 12 steps of content marketing through weekly sessions, homework between sessions, and a private Slack channel community with peers and the PF team. Intake cohorts open in February, May, and September. Designed for accounting firm owners seeking structured marketing education.
  • AI Marketing Accelerator AI-powered marketing acceleration product within PF's members area for accountants who have completed the Accelerator programme, offering continued learning and execution resources.
  • Foundations A five-session intensive marketing strategy workshop (Onboarding, Goals, Brand, Client Journey, Strategy, Action) spanning 8–10 weeks, delivering a custom Marketing Playbook including goals documentation, brand story, core website structure, detailed marketing plan, and 12-month timeline. Priced at £4,595+VAT.
  • Gap Analysis A preliminary marketing analysis service that reviews website, SEO, social media, email, and leads to identify marketing gaps. Priced from $1,500 to $5,800 depending on firm size and existing marketing maturity. Can be a one-off project or month one of an ongoing Outsourced CMO relationship.
  • Brand Projects Custom brand strategy, naming, and visual identity design services for accounting firms, delivered through collaborative brand explorer workshops and design processes.
  • Websites Website design and build services for accounting firms, including custom builds and Rocketspark-based platforms, designed to function as marketing hubs that educate prospects and qualify leads.
  • Monthly Marketing Ongoing monthly outsourced marketing retainer building on Gap Analysis and Foundations work, delivering execution of the agreed marketing strategy with a dedicated marketing strategist and creative team support.
  • Co-pilot Monthly reporting and marketing analytics tracking service for Accelerator graduates and ongoing retainer clients, helping them interpret their numbers and make data-driven improvements to their marketing.
  • DIY Video Course A self-paced video course for accountants who want to learn marketing fundamentals independently, available alongside Karen Reyburn's book 'The Accountant Marketer'.
  • Marketing Lab

Quantifiable outcome

  • 40% topline revenue growth in first year (Starfish Accounting)
  • +8 more outcomes

Companies that use The Profitable Firm

Customer profile

Named customers16 records

Ideal customer profiles2 records

The Profitable Firm technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature5 records

The Profitable Firm partnerships and signals

Strategic signal

Partnerships

Seven partnerships are on record, tiered core and minor.

  • XerocoreTechnology or Integration · 12 October 2018Xero is a key sponsor and featured platform at the BITE 2018 event co-created by PF for Saint & Co. Xero is the leading cloud accounting software platform for PF's target clients (accounting firms). PF supports Xero migration for its clients and promotes Xero as part of its marketing services.
  • RocketsparkcoreTechnology or Integration · 12 October 2018Rocketspark is a website platform partner used by PF for building client websites (e.g., Afresh Accountants, BITE 2018 event website). Rocketspark sponsored the BITE 2018 event. Rocketspark creates 'beautifully simple websites' and PF uses it as a recommended platform for clients who want to manage their own site updates.
  • The Cumberland Building SocietyminorChannel Partner/ Reseller/ Distributor · 12 October 2018The Cumberland Building Society was a sponsor of BITE 2018, demonstrating PF's ability to facilitate cross-industry sponsorship for accounting events.
  • Andrew & PeteminorGTM or Marketing Partner · 12 October 2018Andrew & Pete (comedic content marketing duo) were keynote speakers at BITE 2018. Recommended by Andrew Liddle of Saint & Co after seeing them at Xerocon. PF facilitates their involvement in the BITE event.
  • MHA Carpenter BoxminorStrategic or Co-development Partner · 12 October 2018MHA Carpenter Box originally created the BITE (Business, Innovation, Technology, Efficiency) event concept in 2015 in partnership with PF. With their permission, PF adapted BITE for Saint & Co in 2018. This is a replicable event model PF has co-developed and deployed across multiple accounting firm clients.
  • Xero (Gold Partnership)coreTechnology or IntegrationStepping Stone (a PF client) holds Xero Gold Partner status. PF supports its clients in achieving and maintaining Xero partnership status as part of its technology advisory services. Xero is central to PF's recommended cloud accounting tech stack.
  • Chris Marr / Content Marketing AcademyminorStrategic or Co-development PartnerChris Marr from the Content Marketing Academy co-hosts PF's Free Marketing Masterclass for Accountants. This is an ongoing educational partnership bringing content marketing expertise to PF's accountant audience.

Scale indicators13 records

Recent moves6 records

Expansion highlights6 records

The Profitable Firm competitors and assessment

Company assessment

Broad incumbents

  • Content Marketing Academy: Chris Marr's Content Marketing Academy provides content marketing training and education for businesses across industries, including a co-hosted masterclass with PF. Comparable to PF in offering content marketing education and coaching, but CMA is more generalist (multi-industry) while PF is accountant-specific.
  • HubSpot: HubSpot is a leading general-purpose marketing software and services platform serving all industries. Comparable to PF in providing marketing strategy and execution capabilities, but HubSpot is a broad incumbent with software focus rather than specialized services for accountants.

Direct peers

  • Twenty Over Ten: Twenty Over Ten is a website design and marketing services provider specializing in financial advisors, offering branded websites, content marketing, and lead generation tools. Comparable to PF as both serve financial professionals with niche-specialized marketing services, though Twenty Over Ten targets financial advisors while PF targets accountants.
  • Advisor Websites: Advisor Websites is a website builder and marketing platform designed specifically for financial advisors, with compliance-friendly templates and content libraries. Comparable to PF in serving financial professionals with website and marketing solutions, though more software-led with self-serve tools rather than done-for-you services.
  • Snappy Kraken: Snappy Kraken provides marketing automation and pre-built campaigns specifically for financial advisors, including email, social, and content tools. Comparable to PF in serving financial professionals with marketing, though Snappy Kraken is product-led (SaaS automation) while PF is service-led (coaching plus agency).
  • FMG (Financial Media Group): FMG is a marketing platform and services provider for financial advisors, offering websites, email marketing, social media tools, and content libraries. Comparable to PF in serving financial professionals with marketing services, though FMG leans more SaaS/product while PF is service-heavy with coaching and agency delivery.

Others

  • Xero: Xero is a cloud accounting software platform serving SMBs and their accountants. Adjacent to PF as Xero's app ecosystem includes PF's target market, and Xero is a strategic partner of PF (sponsoring BITE events, supporting client migrations). But Xero is accounting software while PF is marketing services.
  • Sage: Sage is a leading accounting software provider serving SMBs and accountants globally. Adjacent to PF as Sage's customers include many of PF's target market (accountants), but Sage provides accounting software while PF provides marketing services.

Emerging players

  • Karbon: Karbon is a workflow and practice management software platform for accounting firms. Comparable to PF in serving the same client base (accountants) and increasingly adding client-experience features, but Karbon is software/operations focused while PF is marketing focused.
  • Practice Ignition: Practice Ignition provides proposal automation and client engagement tools for accounting and bookkeeping firms. Comparable to PF in serving accountants with growth-oriented tools, but Practice Ignition is workflow/proposal focused while PF is marketing focused.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

The Profitable Firm social profiles

Digital presence

The Profitable Firm financial estimates

Financial estimate

Revenue estimate

Valuation estimate

The Profitable Firm leadership team

Management profile

Number of profiles

Profiles6 records

The Profitable Firm funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

The Profitable Firm M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Profitable Firm

What does The Profitable Firm do?

The Profitable Firm is a full-service creative marketing agency that exclusively serves accountants and bookkeepers. It delivers structured marketing education through its 12-week Accelerator coaching programme and Foundations strategy workshop, alongside creative execution services including brand strategy, visual identity, website design and build, content marketing, and ongoing outsourced CMO monthly retainers. The firm codifies its methodology in the proprietary PF Marketing Map framework and serves clients globally from the UK.

Is The Profitable Firm a public or private company?

The Profitable Firm is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was The Profitable Firm founded?

The Profitable Firm was founded in 2012. It employs 1 to 10 people.

Where is The Profitable Firm based?

The Profitable Firm is headquartered in Manchester, United Kingdom, in the Europe region.

How does The Profitable Firm make money?

Eight revenue lines are on record. Foundations Workshop is the primary driver. The others are accelerator Coaching Group, gap Analysis / Marketing Audit, outsourced CMO / Monthly Retainer, brand Projects & Website Design/Build, DIY Video Course (The Accountant Marketer), AI Marketing Accelerator (members area) and marketing Lab.

Who are The Profitable Firm's main competitors?

Broad incumbents on record are Content Marketing Academy and HubSpot. Direct peers are Twenty Over Ten, Advisor Websites, Snappy Kraken and FMG (Financial Media Group). Others are Xero and Sage. Emerging players are Karbon and Practice Ignition.

Does The Profitable Firm have an API?

No public API is recorded for The Profitable Firm.

What industry is The Profitable Firm in?

The Profitable Firm's product category is Marketing Services for Accountants. Its primary akta.pro industry code is MPAAADAA, Corporate & Financial Communications PR. Its NAICS code is 5418.

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