Improving Client Relationships with an Updated CPA Newsletter

When it comes down to it, is there anything more important than client relationships? Without happy clients, you soon have no clients – and no revenue.

CPA newsletters allow you to upgrade your once-a-year relationships with tax clients to monthly relationships. Clients feel protected year-round, which strengthens that all-important relationship.

We made some changes to the newsletter design that further enhance your bond with clients.

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The previous design. (Click on the image to enlarge.)

websites for accountants

The new design. (Click on the image to enlarge.)

The new design offers several benefits:

1. Your clients now have the option of signing up for your newsletter right on the newsletter page.

2. The “Print This Page” icon makes it easy to print out the newsletter. It also pulls in your footer.

3. It’s more fully integrated with your website design. It uses the same primary colors as your overall website, and it also matches the width of your site.

4. The newsletter now displays the QuickBooks tips only if you have the QuickBooks service pages on your site.

Put Our Newsletter to Work

Think of the newsletter as an on-staff PR and outreach professional. It takes your firm from once-a-year tax work to year-round financial advisor.

You get our CPA newsletter free with our Complete Web Suite.

Don’t have a website with us yet? Sign up and get your first 60 days absolutely free.

What do you think of our newsletter updates? What other changes would you like to see? Post your suggestions below.

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8 Responses to “Improving Client Relationships with an Updated CPA Newsletter”

  1. PETE MILLER says:

    Need assistance converting my Outlook contact list to a file that can imported so all my contacts receive letter.

    I am a Site Solutions customer.
    Please contact me by phone today.

  2. Mark Tighe says:

    The newsletter improvements are good. I would recommend adding a cartoon or some humorous anecdote to the monthly newsletter. Many readers are not accountants and the content can get a little heavy. Humor helps to break up the serious material and keep readers engaged.

    Thanks for continually striving to improve CPASiteSolutions!

    • Susannah says:

      Hi Mark,

      That’s a great suggestion. I’ll talk to our newsletter editor about it. Thanks for the comment.

  3. Ronald Burg says:

    Why are bookmark and share logos with social networking sites not available?

    Newsletter still looks like something from 1995. are there any plans to update to a more modern form? (constant contact is an example that comes to mind.).

    respectfully,
    Ronald Burg

    • Susannah says:

      Hi Ronald.

      Thanks for your ideas. There is a way to add Facebook, Twitter, and LinkedIn icons manually to the newsletter. If you’re interested in that option, please let me know (susannah@cpasitesolutions.com) and one of our webmasters will be in touch with you about it.

      As for the newsletter’s design, we agree with you. It would definitely benefit from an upgrade – and we are working on it. It’s a large programming job so it does take time to develop, but it is certainly on our radar screen.

      Thanks again, Ronald, and let me know here or by email if you’d like to pursue the social media icons on your newsletter.

  4. Blake says:

    Concur with Mark, more fun or interesting tidbits that are not necessarily accounting or tax related would be great. Also, will it be possible at some point to have separate business v. individual newsletters?

    • Susannah says:

      Hi Blake,

      It definitely sounds like there’s some interest in varying the newsletter content and lightening it up a bit. I bet there’s a way we could do this without much trouble. I know we’re working long-term on a redesign, so I’ll suggest to our editor that we include some “content redesign” as part of that effort.

      I’m not sure we have any plans to roll out a separate newsletter – but perhaps the Client Newsletter will appeal to a wider audience with some more lighthearted content.

      Thanks so much for your feedback, Blake.

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