Email Marketing for Accountants and Financial Professionals


Attract new clients and improve client loyalty with valuable and consistent communications

Engage Prospects with Educational, Valuable Email Newsletter Content


The key to building strong relationships, trust, and long-term client loyalty is through effective, ongoing, and consistent communications.

To help your firm save time while adding new customers, every CPA Site Solutions website package includes an email marketing newsletter that's sent on your behalf each month.

Through this feature, you'll access timely, professionally-written content that you can easily customize and email to your contact list each month to keep your firm top-of-mind while encouraging new and repeat business. Not to mention, this type of consistent communication is a great way to stand out from competitors while building rapport with prospective clients.

Why It Pays to Have Email Newsletter Marketing for CPAs and Accounting Firms


Effective communication is key to building relationships in any business. As a CPA, accountant, or financial professional, it's critical to proactively reach out to current and potential clients to stay top-of-mind and build trust.

One of the best and most time- and cost-efficient ways that your firm can continually reach its contacts is through email marketing newsletters. Not only do you save on postage, printing, and labels - you can see a bigger return from accounting email newsletter marketing, too! In fact, a study by Campaign Monitor shows that for every $1 spent on email marketing, $44 is made in return.1

Due to its popularity and effectiveness, some website providers will charge additional fees for an email newsletter marketing system. But with CPA Site Solutions, you access this incredible feature FREE with your website.

How Our Email Marketing Service for Accountants and Financial Professionals Works


As your trusted marketing partner, we're here to do the heavy lifting so you can focus on other areas of running your business.

On the first of each month, we automatically update your firm's website and email marketing system database with three professionally-written, educational articles on tax-saving tips, financial topics, and other relevant events.

Once the monthly eNewlsetter is available, you have until the 8th of each month to customize it in any way you'd like. You can add and edit content, share specific announcements, updates, and more.

Then, on the 10th of each month, your client email newsletter is sent to your contacts automatically. You also have the ability to pause or change the send date, or let it simply run in the background each month. The solution is flexible and customizable to best fit the needs of your firm.

Plus, your email marketing newsletter distribution list is automatically updated when visitors and clients sign-up with their email address via your website to ensure your contacts list is always up-to-date.

1Source: Campaign Monitor

Learn More - Try a Website FREE Today!

Start your 30 day trial to explore all the various features that are included with a CPA Site Solutions website, including the email marketing system and newsletters. There's zero risk and zero obligation, so get started today!