Diana has too many questions. She's stressed.

Meet Diana. She runs a catering firm and is always challenged with paying her five employees on time.

Although Diana likes her accountant, she’s overwhelmed by her finances. Her accountant sends her a CPA newsletter every so often – in the mail. The articles sometimes look useful, but she never reads them.

Angela is enjoying life. She feels in control.

Now meet Angela. With her own business to run – she has three employees for her landscaping outfit – and two kids nearing college, she’s busy, too.

Angela gets a CPA newsletter, too – straight to her email inbox. She stars it and reads it over the weekend, when she has more time.

Last month, she read an article about the best college savings plans. She went straight to her CPA to set up a new account.

Emailed Newsletters Are Better for Clients

Obviously, Diana’s newsletter isn’t doing her any good.

Angela, on the other hand, gets a lot out of hers. It educates her about financial matters and gives her action steps that help her manage her complicated finances. It also helps her stay more closely connected to her accountant, which helps her feel in control.

Emailed Newsletters Are Better for Accountants

With an emailed newsletter, a CPA firm is more efficient – saving time and money – and has stronger client relationships, which leads to better client retention. Why?

Here are 6 reasons…

1. Saves Money

An emailed newsletter is far cheaper than a paper one. Let’s compare costs:

Costs of Paper Newsletter

Total = $800-$900 per issue / $9,600-$10,800 per year

Costs of Emailed Newsletter

Total = $0.00 (included in your web suite)

2. Saves Time

Not only do you have to pay for all the materials when you send a paper newsletter, but also you need to take the time to coordinate the writing, design, printing, and distribution.

Your emailed client newsletter is automatically uploaded to your site and then emailed to all your clients. If you want to take a few minutes to add a couple custom messages, it’s easy to do; or just leave it as is. Your clients still receive a superior product.

3. Clients Actually Read Them

When clients receive a newsletter in the mail – stapled over, black and white – they usually recycle it. They have too many competing needs, and opening a piece of mail that’s not a bill is low on their list. They also might not choose to keep it around so it won’t clutter their living room.

Emailed newsletters, on the other hand, can be archived and read when the client has the time. Further, more and more people are used to reading and gathering information online. It fits with their schedule – they can read it at work, on the weekends, or on the commuter train.

4. Go Green

Everyone is going green these days. The less paper and ink you use – as well as fuel for the delivery trucks and cargo jets – the better for our planet.

Clients appreciate less waste, too. Emailing a newsletter reflects well on your firm.

5. Stronger Client Relationships

When clients get an emailed newsletter, they hear from you once a month. If they have a festering tax or financial question, all they have to do is it “reply” to send you a message, or see your phone number on the newsletter and give you a call.

It’s a monthly reminder that you’re there and it provides a super-easy way to get in touch.

6. The Way of the Future

There’s no question that fewer and fewer professionals will send paper newsletters in the future. Email is the method used for all types of transactions, and that will only increase. Everyone needs to make the switch at some point.

CPA Newsletters Included at No Charge

If you have a website with CPA Site Solutions, you already have an emailed client newsletter. Your clients enjoy useful articles and tips delivered to their inbox once a month – and your client relationships are stronger as a result.

If don’t have our web suite, give us a try free for 60 days. Try out our emailed newsletter and see for yourself.

As always, call 1-800-896-4500 or email support@cpasitesolutions.com with any questions.

Is your firm trying to go paperless? What challenges does it present? How has it helped your efficiency? Post your thoughts in the box below.

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