Building a brand that clients love isn’t just for large companies; it’s a critical factor for the success of bookkeepers and accountants too. In this session, Helcim’s Head of Brand and Design, will touch on the importance of establishing a brand, and share how Helcim built its beloved brand, offering a step-by-step framework for professionals to apply the same principles to their practices.

Helcim’s Director of Marketing, Matthew Urbanowski will explore how to define your brand guidelines and leverage design to promote and market your business.

From defining your brand’s personality to leveraging modern tools like AI, this session provides actionable insights and practical tools to create a cohesive brand identity and use it to attract and retain clients. Learn how to define your brand, create impactful guidelines, and implement strategies to market your practice effectively.

After participating in this session, attendees will be able to:

• Define their brand’s personality using Helcim’s proven approach.
• Design a visual brand identity that reflects their practice’s values and resonates with their -target audience.
• Utilize tools like Canva and AI to streamline and elevate their branding efforts.
• Develop a set of practical brand guidelines to ensure consistency across all client interactions.
• Implement marketing strategies to activate their brand and attract new clients.