Call Today...
0845 257 2775
About us
Portfolio is a marketing company founded by Bob Harper who specialises in professional service firms, particularly accountants.
Having been an accountant in practice, and experienced working with over 200 firms of accountants, Bob has developed an approach to marketing called Marketing on Purpose.
This methodology is designed so firms can establish a specific marketing objective linked to their personal goals.
Take a few minutes and use our online questionnaire and consider if investing some time, money and energy into marketing is right for you.
Our purpose
We want to give our clients a sense of freedom by a combination of:
• Increased profits
• Reducing working hours
• Engaging in more enjoyable work
• Working with nicer clients
The ultimate aim of our services is to put you in a position of you being so confident in your marketing that you can turn away work
Our Business Values
Over the years we have developed a way of doing business which we refer to as our business values.
We feel it is important to share core business values with clients so the work we do is enjoyable. I know that to deliver the highest level of service my team and I need to be happy and like working with you. These are our business values:
• Be open, honest and down to earth
• Always be fair and reasonable
• Apologise if you upset someone
• Be respectful
• Complain (in person) if you feel unhappy
Responsibilities
In any relationship it is important to understand there are responsibilities on both sides. We can't be a good service provider unless you are a good client.
We have a responsibility to do what's best for you and this sometimes (usually) means being critical and challenging your preconceptions.
Common problems that prevent us working with firms include a complete lack of understanding of marketing, weak or non-existent leadership, poor team culture, unrealistic expectations and insufficient budget.
To help prevent these issues getting in the way we have resources which potential clients can access.
We only want to be associated with success so we will not take on assignments from firms we think don't have a good chance of turning our service fee into an investment with a return of at least four times our fee
Privacy Policy
We will not share your information with anyone and if you before a customer we will not store your or your businesses financial details.
Testimonials
Here are three Case Studies and kind words from people we've worked with over the years:
Website and Internet Marketing
All I wanted was a Website and I ended up discovering my brand identity.
Now, after the design, build and SEO training I am winning at least one new client a month. There is no need for a hard sell and little price pressure.
...Shaun McGuinness
Marketing Mentor
I have worked with Bob for many years in marketing and strategic development of my accountancy firm.
He has provided a constant source of new ideas and challenges to help us move away from the pack and develop our true identity.
A great example is value pricing where Bob has given us the confidence and tools to charge what we are really worth.
In my experience working with my clients in this area, this is often what makes the difference between success and failure.
I think 'professionals' are even more in need of advice on pricing than other businesses.
...Andrew Gray
Marketing Retreat
I've written books on marketing and my accountancy practice has won awards but Portfolio delivered the best day on marketing in my 30 years experience.
...Hugh Williams