Monthly Client Newsletter

A Quick Way to Increase Billable Hours

Providing your clients with an attractive, personalized CPA newsletter on a monthly basis not only improves client relations, but also increases your billable hours.

You get the benefits of a professional firm newsletter without having to lift a finger. You get 10 new financial or tax saving articles automatically updated to your website every month.

You have better things to do than think of timely topics, research, and write financial articles... not to mention struggling with the HTML code and uploading it to your site.

The articles are informative and up-to-date, yet not overloaded with information. The articles are written by our award winning team of CPAs and MBAs and provide your clients with enough information to pique their curiosity, while leaving the details to you.

Your clients know you are looking out for their best interests when you provide them with timely financial information that could affect their financial future. Gently remind them, through the newsletter, you offer other financial services besides tax preparation.

What you get with each massive Monthly Client Newsletter...

• 3 Feature Articles
• 3 Tax Saving Tips
• 3 Financial Planning Tips
• A QuickBooks Tip (if you offer QuickBooks services)
• Tax Due Dates for the Month
• Links to previous months' "archived" newsletters

Emailed to Your Clients

Keep your firm on top of your clients' minds by emailing them your newsletter full of tax and financial planning tips each month. Import your client list or have site visitors subscribe to your newsletter from your website. Learn more about the Email Newsletter Marketing System included with your website.

Cross-Sell Your Services

Not all of your clients know what services you offer other than tax preparation. Through your newsletter, you update them on your latest services and certifications as well as remind them of the services you have always offered.

So, how much more money can you make with your newsletter?

Let's be ultra conservative and say that in the first year only 2 clients call for extra services after reading your newsletters. If you charge them only $500 for the extra service you provide - you make an extra $1,000 a year from your newsletter.

Stronger Connection with RSS Feed

More and more people get their educational articles and news headlines through RSS feed readers. Your newsletter has an "RSS Feed" icon on it.

This allows clients to receive updated article titles and teaser text through their RSS feed reader, such as Google Reader.

When clients click on the "RSS Feed" icon, they get a screen asking them to pick a feed reader.

Once they choose a reader and hit "Subscribe Now," they begin receiving headlines and teasers from the monthly newsletter right in their reader.

Offering this option to your clients allows an even deeper connection with your firm.

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