Course Details

Marketing is an essential topic for bookkeepers and in a constantly changing marketplace, it is vital to explore time saving ways to plan and navigate challenges.  This course offers an introduction to a performance framework that gives bookkeepers a way to create and maintain a marketing plan.  It also offers a way to feel energised and motivated to keep moving forward with activities connected to business goals.  We talk about the 4 key pillars of knowledge that gives bookkeepers a clear way to feel equipped with a plan and be able to deal with changes to their working environment without having to always start again.


In this course Margaret Bradshaw covers the following topics:

  • Discussion on the role marketing plays – we talk about what marketing actually is, how people perceive it and its connected role in business
  • Where business vision fits into the plan – we focus on the vision of the bookkeeper, their purpose, their goals, their business tone, brand and innovation
  • Communication choices – we explore the range of opportunities available and how confidence fuels it all
  • Market segmentation – we look into what a potential client looks like and the challenges and needs of that market
  • Client experience – we focus on the current client experience and what opportunities we have with clients for growth

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CPD Course Speaker

Red Button Marketing & Training

Margaret Bradshaw

Margaret began her career in hospitality management and operated in a number of hotels around the South of England before moving to the North East in her early 20’s. From there she moved into the field of recruitment where she worked with Manpower for 3 years covering a range of disciplines. A change of environment when Margaret took a post with a radio station selling advertising before a move into professional services where she spent 20 years as the marketing manager with a leading regional firm. Starting this role in 1998 was at a time when marketing in accounting firms was quite new and it presented a wonderful range of challenges and opportunities. Margaret developed the role, established & supported commercial relationships, introduced processes and made the department a key selling aspect of the firm by introducing a telemarketing function.

The department grew and this cascaded throughout the firm. An exciting marketing led culture was established and results were achieved through communication internally, service focus and putting in systems to track activity and outcomes.

Throughout her career, Margaret has been involved in relationship building, the development of processes, the joining of people and opportunities as well as passionately bringing a sense of focus towards customer service and the associated rewards.

In 2017, the button was born! Margaret set up her own business with a focus on marketing planning. The vision was to highlight the role of a marketing plan in a business so that business owners could access the very process required to make a difference. Now with an accredited training programme and award winning technology solution, Margaret and her team are striving forward and reaching out to new markets. On a personal note, Margaret enjoys music where she is a singer with a local band, loves time with her children, walking around North Yorkshire as well as a good chat over a cuppa with friends.