Kathy O'Connell, CPA

What’s the best part about the Monthly Client Newsletter that comes free with all our CPA websites? I think it’s the timeliness of the articles.

This month, I’m working on two articles about legislation that directly affects all your clients: the expiration of the Bush tax cuts and the Small Business Jobs Act of 2010.

These important topics could have a significant impact on everyone’s financial future – which means newsletter pieces about them will be warmly welcomed. They’re just the sort of article your clients expect you to provide – which means you’re giving them what they demand.

When you do this, your clients deeply appreciate it – and you create raving fans.

Once clients get an overview of the latest financial news, they turn to you for guidance on how it affects them individually.

Bush Tax Cuts – Will They Expire?

President Bush enacted tax cuts and credits in 2001 and 2003 that introduced a number of tax relief measures for Americans in every economic group. Much of this legislation will “sunset” at the end of 2010.

Will Congress and President Obama allow them to expire?

It’s hard to say just what will happen, especially with midterm elections on November 2 that could change the party rule in the House and/or Senate.

However, we do know that neither party wants all of the cuts to expire. President Obama has said he will retain the cuts for the middle class, and the Republicans definitely agree with that much.

November’s article in the Client Newsletter on Year-End Tax Planning for Individuals explores the changes that might take place for middle-income and high-income taxpayers at the beginning of 2011.

Your Business Clients and the Small Business Act

On September 27, 2010, President Obama signed the Small Business Jobs Act of 2010 into law. This $42 billion bill provides numerous tax cuts and increased loan capabilities for small business owners.

Many of your business clients are directly affected by this legislation. Here are a few of the most relevant provisions:

• It’s now easier to get a loan from a community bank.
• Small business owners don’t need to pay capital gains tax on certain investments.
• They can deduct more of their family’s health insurance payments.
• Simplified cell phone deductions make it more likely business owners can take advantage of that tax break.

Your Advice Matters Now

Of course, reading about this tax news is not all your clients will do. Each article in our Monthly Client Newsletters reminds your readers to turn to you – their trusted financial advisor – for more guidance.

These current topics, in particular, drive clients to the phone or your office for a meeting. Small business owners might want to talk over whether now is a good time for them to take out a loan or sell off some stock.

And for taxpayers, the congressional actions of the next two months could have a major impact on their tax burden – and many will want to explore various ways to mitigate any negative tax consequences of upcoming changes.

How Do You Get a November Newsletter to Your Clients?

If you’re a current client, you get the Monthly Client Newsletter absolutely free.

The November issue posts to your website on November 1st, and around November 10th it will automatically send to the list of contacts in your Email Marketing System.

As always, prospects and clients – everyone on your list – will be impressed with the timeliness of the articles and the relevance to their situation. The regular guidance and added value from the newsletter strengthens the client bond, which makes for a healthier CPA firm.

If you’re not a client with us, sign up today and get a free 60-day trial. If you sign up before the end of October, the November newsletter is yours.

Brian O'Connell, President

Have you heard about WordPress?

It’s one of the top blogging programs – chosen by millions of people and businesses worldwide, including eBay, Martha Stewart, and Wired.

People love it because it provides superior flexibility, in both design and function. (You can even build a whole website on the WordPress platform.)

In fact, it’s used by over 12% of the 1,000,000 biggest websites – and it’s the most popular content management system out there.

Host a WordPress Blog on Your CPA Website

Now, you can have a WordPress blog right on your CPA website with CPA Site Solutions.

Of course, we already have an Integrated Blog feature, which is perfect for those who want to blog once a week or less.

But if you’re in love with blogging and have been yearning to ramp it up – a WordPress blog is an excellent choice for you.

Here are 3 benefits to blogging with WordPress on your CPA website…

Boost Your Online Presence

When you blog regularly, you increase your chances of appearing higher in the search results on Google, Yahoo, and Bing. That’s because your site is more dynamic, with fresh content every few days.

Eager to see your website rise through the ranks and draw in new clients? Lots of blogging is a great way to get that going.

Perfect Your Image

Using WordPress allows you to choose from scads of themes (their word for “designs”) as well as plugins (bits of software that add to your blog’s functionality). More themes and plugins means you can customize the look and feel of your blog to better shape your image.

Needless to say, regular blogging is a fantastic way to show off your professionalism. Writing about the latest tax news and issues that affect your clients positions you as the expert you need to be to get new clients and keep your current ones.

Join the Community and Get Referrals

Your WordPress blog is set up so others can easily comment on your posts. When you get a comment, respond! Then go to the commenter’s blog and leave a message there.

The more you do this, the more you’ll be part of the community. And that’s a crucial part of getting word-of-mouth (WOM) referrals.

Two Packages to Choose From

Choose from two blogging packages: Do It Yourself or We Do It for You.

Both options include hosting, setup of all the proper settings and permissions, installation of the WordPress software, and an admin account – making either choice an easy and efficient way to go.

Do It Yourself

For $49.95, we get you started with WordPress. You find and install the theme and plugins that work for you.

We Do It for You

For $99.95, you get as many user accounts as you like. We also install a theme and plugins of your choice from our list of the best.

Get Started Today

To get started with a WordPress blog on your CPA website, just sign up!

Still need a website for your accounting firm? Sign up for one of our Complete Web Suites and get a free 60-day trial.

Brian O'Connell, President

Pocket protector, hair parted in the middle, more comfortable with the calculator than people… Does this sound like someone you know?

Unfortunate as it may be, many people think of accountants as boring and nerdy – wallflowers who don’t like to socialize or have fun. But is this accurate?

I’ve worked with accountants for years, building CPA websites – and I think they’re friendly and fun. (In fact, I like them so much, I married one.)

But the general public might not see them this way. Marketers at Kaufman, Rossin & Co. in Miami made a video about just this topic: Are Accountants Social?

Social Media

In the Kaufman & Rossin video, the videographer interviewed average folks she met on the street, getting their impressions of accountants.

At one point, she tells two young women that she’s a marketer for an accounting firm and working with social media. The women are visibly surprised and claim they’ve never heard of that. The videographer responds that accountants now realize they need to embrace online social programs like Facebook, Twitter, and LinkedIn.

So, join in! Here are the benefits to the Big Three social media sites…

Facebook

Facebook is arguably the best tool for reaching out to prospective clients. You might start with a friend list made up of your actual friends – but from there, it’s easy to friend new folks and expand your circle.

Say you run into a friend at the store. She’s with another friend, and introductions are made. Friend no. 2 learns that you’re a CPA and expresses some interest in hiring you for the upcoming tax season.

When you get home, go onto your friend list on Facebook and see if Friend no. 2 is on Friend no. 1′s friends list. If she is, friend her! This will keep you in her mind and maximize the chance that she will reach out to you when the time comes.

Twitter

The best way to think of Twitter is that it’s a place to connect with others in your industry.

A common type of tweet for professionals is the “tiny URL” that links readers to an article or blog post of interest. Click over to these articles to quickly read about the latest news. And don’t forget to tweet out links to your own blog posts or articles you’ve come across.

You probably won’t find many clients on Twitter, and even if you do, the client connections you make there won’t be as strong as those on Facebook. But Twitter helps you stay current in the field. And that’s ultimately useful for client retention and attraction.

LinkedIn

LinkedIn is excellent for networking and recruiting. Your LinkedIn profile allows clients and colleagues to read about your job history and your areas of expertise. You can also connect your Twitter account to LinkedIn, so all your tweets appear to your LinkedIn contacts.

When it comes time to add to your firm, LinkedIn will come in very handy. Use LinkedIn to do period checks of your colleagues’ connections – so that when you need to hire, you already have some folks to call.

Take advantage, too, of LinkedIn’s groups. Join a few local and national accounting and finance groups and contribute to the conversation. These folks can act as advisors and sounding boards for all types of situations your firm runs across.

Leverage Your Socializing with Your CPA Website

Show your clients and other visitors to your website that you’re out there making connections and rubbing elbows. Add Facebook, Twitter, and LinkedIn widgets to your homepage.

Don’t forget that you can auto-post your blog posts to the Big Three, too!

If you have questions on how to integrate social media into your CPA website, give us a call at 1-800-896-4500 or email support@cpasitesolutions.com.

And please – follow us on Twitter (@cpasitesolution) and “like” us on Facebook!

Brian O'Connell, President

What does it mean to be “more than” a CPA firm?

It means moving beyond accounting as a commodity. Finding ways to over-deliver. Treating your clients as more than just another job.

A recent article by Nicholas D. Keseric Jr. in WebCPA discusses the need to be more than a CPA firm.

Keseric writes,

“Business prospects, as well as current clients, are looking for ideas, suggestions, information and approaches. How they can better run their business, increase revenues and profits. Get more visibility. Leverage what they are doing to create more opportunities.”

Keseric lists several ways accountants can be “more than.” When reading this list, I noticed that a CPA website from CPA Site Solutions is already offering accountants the ability to put some of these solutions into action.

Solution 1: Relevant Articles

“An article that pertains to their industry.”

Keseric says to reach out to prospects, clients, and centers of influence, or COIs, with a relevant article. (COIs are the bankers, attorneys, insurance agents, and consultants who refer clients to you.)

With our 3,000 pages of Financial Guides, your CPA website has this one covered. Of particular interest to your business clients is the Business Strategies Guide, which provides valuable information on how to nurture a business’s growth through every stage.

Your 35-page services section, too, focuses on what you do for particular industries.

Solution 2: News Updates

“A heads-up to potential changes in tax laws, banking regulations, HR issues, medical and health issues, and how these and other changes could affect their business.”

You deliver this to your clients by way of your Monthly Client Newsletter and Email Marketing System.

• Through the Client Newsletter, your clients get valuable information and tips on all kinds of finance-related issues – from the latest in tax laws to how to save for their children’s education. (For example, the October 2010 newsletter features an article about the 2011 changes to Flexible Spending Arrangements, or FSAs.)
• Through the Email Marketing System, you can send specific and targeted messages to all your clients or to certain segments of your list. Use this for any kind of message, from information on recent changes in tax laws, to the latest on health care legislation, to a plug for your favorite charity.

Solution 3: Cross-Selling

“How other resources within your firm can help them, aka cross-selling.”

Your website gives you numerous ways to offer additional services to clients. Here are just three of them:

• Online Accounting is perfect for your business clients – allowing you to manage their books while keeping their data fully backed up and protected.
• 56 Interactive Financial Calculators allow your clients to make sense of their finances – including the gaps, where they might need more assistance from you.
• When you add the Online Payroll feature to your site, you show your business clients how you can safely and cost-effectively meet their payroll needs.

Remember that your site includes 35 pages of details on the services you offer. Use these pages to remind your clients of all your firm can do  - QuickBooks support, IRS audit representation, elder care, and so on.

It Doesn’t Have to Be Hard…

Being “more than a CPA firm” is a lot easier with a CPA website from CPA Site Solutions.

Your site’s content allows you to add value to the client relationship in so many ways.

Ready to take the plunge? Give us a try for free for 60 days. See how we can help you achieve that coveted “more than” status. In the words of Keseric,

Prospects are telling . . . accountants, “Before we switch to your firm we want more than a firm that provides accounting services. What else can you do for me and my business?”

Let your CPA website be the answer.

Don't drive away clients with inaccurate tax info!

CPA websites absolutely must include this one feature – or your clients will go elsewhere.

What is it? Updated tax information.

The Danger of Outdated Tax Information

For the majority of your clients – both business and individual – their most urgent need for your services is related to taxes.

Clients must feel secure that you are fully informed on the latest tax laws and regulations.

If they visit your site and can’t find the information they’re looking for, they might cease to trust any of your expertise – even when it doesn’t relate to taxes.

The kicker is, you might be fully aware of the tax changes. But if you don’t post the updated information on your site, your clients won’t know that. They might assume you actually are ignorant – even if nothing is further from the truth.

Our Solution – Four Areas Updated

CPA websites with CPA Site Solutions are always up-to-date with the latest tax news.

Here are the four places on your site where we post tax information:

1. Tax Services. This section of your site, under Services, describes your tax-related offerings. We make sure the three subsections – Tax Preparation, Tax Planning, and Tax Problems – reflect current laws.

Your website has a 3-part section devoted to Tax Services.

2. Financial Guides. Your site contains 3,000 pages of articles about financial issues. Two of these sections are especially relevant to tax news: Tax Strategies for Business Owners and Tax Strategies for Individuals. These are updated for you regularly.

Two of your Financial Guides are solely about taxes for business and individuals.

3. Financial Calculators. You get 58 interactive financial calculators in the Resources section of your site with CPA Site Solutions. Your clients can trust that these are programmed with the most recent version of the tax code.

Your 58 financial calculators reflect the latest changes to the tax code.

4. Monthly Client Newsletter. Finally, in each Monthly Client Newsletter you get articles and tax tips about recent tax updates. For example, the August 2010 newsletter ran a piece titled “Homebuyer Credit Closing Deadline Extended,” which discussed the closing extension from June 30, 2010, to September 30, 2010.

Your Monthly Client Newsletter keeps your clients up-to-date with articles about the newest tax information.

Updated 2 to 4 Times/Year

Your website is updated 2 to 4 times a year with the latest tax information.

That’s several hours every quarter or two that you don’t need to worry about gathering the latest tax news from http://www.irs.gov or other sources of information.

We take care of it for you. Kathy O’Connell, CPA, one of the company’s cofounders, makes sure your site is fully updated.

That means you stay totally assured that when your clients visit your site, they’re getting the professional image of you that you deserve.

Keep Your Valued Clients

Sign up for a Complete Web Suite with CPA Site Solutions today. You get 60 days to evaluate your site’s effectiveness – such as the tax information that’s regularly updated.

If you already have a site with us but have questions about the tax-related content, give us a call at 1-800-896-4500, or email us at support@cpasitesolutions.com. Or leave a message below!

Consider having a "business breakfast" with your clients a couple times a year.

Do you want to know the best marketing trick for accountants?

Well, okay, it’s actually not a trick. It takes time, attention, and effort.

But it’s the number one way to retain your clients.

Be a real person, and get to know your clients as real people.

Perform this “trick” on a regular basis and your clients will find it very difficult to leave.

Don’t Sell. Build.

Rather than selling to your clients and potential clients – get to know your clients.

What do they do for work, and how do they like doing it? What’s their family structure? What are their hopes for the future?

Likewise, let them in a little. It doesn’t mean you should be unprofessional – but find common ground with your clients.

This is very powerful and leads to an actual relationship – not just one person delivering a service to another.

Even More Important for CPAs

Certainly all service-based professionals should focus on building relationships with clients. But it’s especially important for CPAs.

Despite the accounting scandals of the last two years, accountants – especially small to medium-sized firms – are one of the the public’s most trusted professionals.

This means your clients are already receptive to you on a more personal level. Use this trust as a starting point.

Strong Relationships Lead to Cross-Selling

Of course, you would never refer to it as “cross-selling” with your clients. But the truth is, if you know your clients well, you have the leverage to offer them your full range of services.

Our CPA websites are an excellent way to meet all your clients’ needs:

• Your clients receive a Monthly Client Newsletter stuffed with tax tips, helpful articles, and even QuickBooks information. The articles remind your clients to get in touch with you for further details – thus driving more business back to your firm.

• Your Online Accounting services help you manage your clients’ books while keeping their data fully backed up and protected.

• 56 Interactive Financial Calculators allow your clients to make sense of their finances – including the gaps, where they might need more assistance from you.

• When you add the Online Payroll feature to your site, you show your business clients how you can safely and cost-effectively meet their payroll needs.

• A 10-page Tax Resource Center – including an Online Tax Organizer – allows clients to work on their taxes 24/7. This effectively tethers them to you and your offerings.

Don’t forget that your site includes 35 pages of details on the services you offer. Once you have a strong relationship in place, and you’ve identified a need of one of your clients, you can professionally “soft-sell” your services.

Start Building Relationships Today

If you have a website with CPA Site Solutions, you’re on your way to building strong client bonds. Consider adding the Online Accounting or Online Payroll modules to your site. And use your website as a meeting ground with clients – a place to connect and establish trust.

If you’re an accountant who needs a website – or thinks your current website could be improved – give us a call at 1-800-896-4500, or email us at support@cpasitesolutions.com. You get the first 60 days free!

What methods have you found to be most effective in building strong client relationships? Share your suggestions in the space below, or tweet us at @cpasitesolution.

An RSS feed keeps a stronger bond with clients.

The wide variety of content on our accounting websites is a key reason our accountants have a year-round connection to their clients.

But we want your clients to get the full benefit of these articles and posts.

Now, with our new service improvement, they do. Clients receive updates of newsletter articles and blog posts – which means you have an even stronger bond.

RSS Feed with Newsletter and Blog

Your Client Newsletter and Blog now include an RSS feed.

RSS, which stands for Really Simple Syndication (sometimes given as Rich Site Summary), is an automated way to deliver updated web content.

More and more people get their news and updates through RSS these days. It’s convenient – you read all the latest headlines from your favorite blogs and websites in one place.

How Does RSS Work?

Clients subscribe to an RSS feed by clicking on the RSS icon, which takes them through the steps of subscribing.

When clients visit your newsletter and blog pages, they see these icons:

RSS Feed Icon on Newsletter Page

RSS Feed Icon on Blog Page

When they do, this page pops up, asking them how they want to receive the feed:

Once clients click on the icon, this box comes up. (Click on the image to enlarge.)

When they fire up their reader to get that day’s news, they see the latest headlines and teaser text from your newsletter and blog.

A feed of CPA Site Solutions's blog in Google Reader. (Click on the image to enlarge.)

They read your updated content along with the other online publications they subscribe to – the New York Times, CNN.com, and so forth.

Let Your Clients Know

Let your web-savvy clients know they now have the option to subscribe to your newsletter and blog with RSS.

They enjoy all the latest firm news, useful tips, and financial articles…

…and because RSS automatically delivers updates to your clients, you make the most of your high-quality content – and enjoy a stronger bond with clients.

If you have any questions about how your clients use the RSS, give us a call at 1-800-896-4500 or email support@cpasitesolutions.com.

Do you subscribe to any websites with RSS?  Do you find it a useful way to get the latest news? Share your thoughts in the space below.

In March and April, you have plenty of clients. Maybe even too many.

But what happens after the returns and extensions are filed?

Come October, do your clients remember you?

All our CPA websites come with a Monthly Client Newsletter that makes sure they do, even when receipts, W-2s, and thoughts of deductions are months away.

Touch Base Every Month

Don't let another firm swoop in and grab your clients.

Your client newsletter goes out to your clients and contacts once a month – 12 times a year. That’s 12 times you remind your clients of your expertise and helpfulness.

Without this regular contact, your clients are susceptible to the marketing efforts of other firms.

Keeping in touch with your clients on a regular basis makes it difficult for them to be poached by an accountant down the street.

Interesting Topics, Too

Our newsletter covers timely topics that are directly relevant to your clients. The newsletters aren’t just junk mail in their inbox.

Even when taxes are months away, the newsletter reminds clients of your expertise. (Click on the image to enlarge.)

Here’s what your clients get in each massive monthly newsletter:

• Feature Articles

• Tax Saving Tips

• QuickBooks Tips

• Financial Planning Tips

• Tax Due Dates for the Month

• Links to previous months’ newsletters

Don’t Forget Personalized Messages

Your newsletter is sent out each month through the Email Marketing System. This powerful and flexible system helps you keep in touch with your clients not only through the newsletter, but also through custom messages you send whenever you like.

The Email Marketing System makes it easy to maintain a personal bond with your clients year-round. Here’s what it does for you:

1. Automatically sends clients your monthly email newsletter. (Send a personalized message with the newsletter to make the most of your monthly contact.)

2. Manages your contact list.

3. Sends custom email messages to your contact list.

4. Creates campaigns of sequential e-mail messages to your contacts.

No Need to Pay Extra for Your Newsletter

You could get your Email Newsletter Marketing System from BizActions. It would cost you $1,750 a year as long as you have fewer than 3 professionals in your firm. (The price goes up to $3,250 if you have more people on staff.)

Even at $3,250, it would be worth every penny when you consider the help the newsletter gives you hanging on to clients. If just 5 clients went elsewhere, you could lose thousands of dollars.

But you don’t have to pay $3,250 a year for your newsletter. When you have a CPA website with us, we include it – and the entire Email Marketing System – free with your subscription.

Start Now

Give us a try free for 60 days if you don’t have our Complete Web Suite. You get our Email Marketing System with a Monthly Client Newsletter right away at no additional cost.

Now is a great time to start – folks are returning from summer vacations and soon their thoughts will turn to more serious matters, like taxes.

Would you like some ideas about what kinds of custom messages to send out? Call us at 1-800-896-4500 or email support@cpasitesolutions.com.

Do you find you lose clients in the fall?  What methods help you stay in touch year-round? We’d love to hear your thoughts.

Our Life Events guide helps when clients lose a spouse.

When a client’s spouse passes away, it’s rough. You feel terrible for their loss, and you want to help them sort out the financial tangle that’s often left behind.

That’s your job – to be there for your client when they need you most.

But you can’t always predict when life events will unfold. What if your client needs you in May, when you’re taking a well-deserved vacation? Or over a long holiday weekend?

Accounting websites with CPA Site Solutions allow you to be available for your clients 24/7/365. Our sites contain page after page of guides and FAQs designed to help your clients whenever they need it.

You serve existing clients far better with this high-quality content. And a well-served client – one you support in his hour of need – will never want to leave.

3,000 Pages of Financial Guides

Our financial guides cover 5 major areas:

• Life Events

• Business Strategies

• Tax Strategies for Businesses

• Tax Strategies for Individuals

• Investment Strategies

Our guides are written by top-flight writers so you know you’re offering sound information.

Over 1,000 Frequently Asked Questions

A list of FAQs is an important resource for your clients. Sometimes it’s easier to skim a list of questions than to look for an answer you didn’t even know you wanted.

Our FAQs are divided into categories, such as Financial Planning, Life Events, Banking, and Taxes, among others.

On That Long Holiday Weekend…

On Labor Day weekend, when you were at the lake with your kids, your client Nancy needed you. Her husband had died the previous week, and after the shock had worn off a bit, she was ready to tackle the will, life insurance, mortgage, and everything else left behind. The only problem was, it was late on Sunday night.

Luckily, the last time you’d met, you mentioned the Financial Guides and FAQs, and urged her to use that resource whenever she needed it.

Nancy remembered that. When you got back to your office on Tuesday morning, you had an email from Nancy. Using your Financial Guides, she’d researched what papers to collect for various benefits and for finalizing the estate. She knew she needed to contact Social Security and she was hoping you could help her with that.

This Financial Guide, "Death of a Spouse: Financial Steps You Should Take," helps clients get organized in a time of confusion. (Click on the image to enlarge.)

In short, she used the Financial Guides to become informed about her situation. She still needed to talk to you – but she knew the questions to ask.

This was a great comfort to Nancy. She began to feel that she’d be able to make it on her own after all.

Of course, with you as her trusted advisor.

Complete Web Suite with Tons of Content

Accounting websites with CPA Site Solutions come loaded with Financial Guides, FAQs, financial calculators, Monthly Client Newsletter, and many other pages. Your clients have access to all this material anytime. It doesn’t take your place – it just enables clients to help themselves with the big picture, and come to you for the details.

If you’d like to take advantage of our Complete Web Suite – serving your clients better and turning them into raving fans – give us a try free for 60 days.

If you have any questions about the content on your site, call us at 1-800-896-4500, or email us at support@cpasitesolutions.com.

Do your clients use the Financial Guides or FAQs? What other content do your clients enjoy? What content is the most important on your site? Let us know in the box below.

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.