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Email Marketing Service for Accountants & CPAs

Email Marketing for Accountants

Email newsletters are one of the most effective email marketing tools for accountants and CPAs. That’s because email marketing drives more conversions than any marketing channel. Unfortunately, many accounting firms fail to recognize the advantages of sending regular email correspondence.

Email is a powerful marketing solution that allows your accounting firm to:

  • Maintain client relationships.
  • Establish trust with potential clients.
  • Share your knowledge of your field.
  • Provide value for your readers.
  • Grow your business.

Why do CPA and Accounting Firms Need an Email Marketing Solution?

Effective communication is key to building relationships in any business. As a CPA or accountant, you must be proactive in reaching out to prospective and current clients to stay front of mind. An email marketing solution allows continuous contact with your clients in a timely and affordable way, that can be virtually hands-off for you with the right email marketing software.

What is Email Marketing?

With email marketing, a significant portion of your marketing efforts are directed into emails sent to prospective and current clients. They opt-in (sign up) to receive email marketing from your firm. You can inform subscribers of your services, new products, discounts, and more. It is also a way to demonstrate your knowledge of accounting by sharing valuable information with your audience. This approach helps establish you as an expert in your field and builds a personal relationship with subscribers.

How Do Accountants & CPAs Know Who to Email?

As the preferred way for businesses to digitally market, an ongoing email marketing campaign should be a part of every accountant’s marketing toolbox. But how do you know who should receive emails from your firm?

It is crucial to understand how vital list cultivation is for your business. While you can purchase an email list, those individuals are not necessarily (and not likely) in need of your accounting services. For results, you need a boisterous list of individuals eager to engage with your accounting services. Steer clear of list sellers - regardless of what they tell you, the lists are not vetted.

Your list should be cultivated organically via subscriber opt-ins. This is done using tools like lead magnets (complimentary offers your target audience finds useful). This approach allows you to benefit from a solid list of eager consumers to whom you can market.

Of course, you will need to nurture the leads by sharing valuable and relevant content to convert leads to customers. But with direct access to a well-cultivated target audience, that is no problem with the right email marketing software.

What to Look for in an Effective Email Marketing Service for Accountants

Obviously, you are running an accounting firm, not an email marketing service. You don’t have time to build an email marketing solution from scratch, nor should you. Some companies specialize in email marketing services for accountants. To find the one that is right for you, here are some things to look for when you search for the best EMS for your firm.

Emails that you send should:

  • Use appropriate subject lines.
  • Be personalized.
  • Come from a real person, not a “do not reply” address.
  • Be focused on a single topic of relevance and value to readers.
  • Be automated.
  • Be optimized for reading on a mobile device.
  • Be consistent.
  • Always be on brand.
  • Provide memorable visual branding.
  • Provide readers with immediately useful quality content.
  • Always include a strong call to action (CTA).

If you’re ready to reap the many benefits of an email marketing solution for your accounting firm but aren’t sure what some of those bullet points mean – for example, what does “personalized” mean, and how do you do that? – it’s a good sign that you’re ready to enlist the help of a qualified email marketing service dedicated to working with accountants and CPAs.

Use the bullet list above to vet services. When you do, ensure your email marketing content can be customized to reflect your unique branding and message for consistency across all your marketing efforts.

Once you find the best EMS for your accounting firm, you can put success on autopilot!

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Email Marketing Service for Accountants & CPAs
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Hugh Duffy, BYF CEO and Co-Founder

Hugh is the consummate marketing coach for accountants and takes pride in the impact that it has on their practice, and lives. Hugh has more than thirty years of marketing experience. Since 2003, he has been teaching accountants on how to improve their marketing and make more money from their accounting practice.