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Karen Reyburn is a CPA-turned-marketer who runs PF, a marketing agency built exclusively for accountants and bookkeepers. In this episode, James and Karen dig into how AI is reshaping marketing for accounting firms, why referrals aren't as simple as they seem, and how accountants can tap into their own creativity to build a marketing engine that actually works.
Topics covered:
- Where AI genuinely helps with marketing (and where it falls flat)
- Why "just referrals" is really dozens of hidden touchpoints
- Overcoming marketing overwhelm by prioritizing one or two channels
- Why accountants are naturally creative
- The case for case studies and letting clients' own words define your brand