Tag Archives: Firm

Go Green: Sell Your CPA Firm with a Monthly Email Newsletter

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 now and then – in the mail. The tips sometimes look useful, but she never reads them.


Now meet Angela. With her own business – she has three employees for her landscaping outfit – and two kids nearing college, she’s busy, too.


Nobody would deny that a monthly accounting newsletter pays in terms of both client retention and client acquisition. Your existing clients will appreciate that you’re taking time to keep them informed. Prospective clients, however, often require some time before they close. A monthly newsletter is the perfect way to keep your brand in front of them while you wait for that critical moment when, for whatever reason, the prospect finally needs your CPA services.


Angela gets a CPA newsletter, too – straight to her email account. She stars it and reads it later, when she has more time.


Last week, she read an article about the best college savings plans. She went straight to her accountant to set up a new account.


Both of these accountants are savvy business people. Both have websites and both get the concept of networking, but Angela’s accountant has learned how to use the website to cut her newsletter costs and make it more effective.


Emailed Newsletters Are Better for Clients and Prospects…


Clearly, Diana’s newsletter isn’t doing her any good.


Angela, however, 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 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 it has stronger client and prospect relationships, which leads to more clients and 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

• write content or buy license

• design and layout

• paper

• ink

• printer

• labels

• postage

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, you can; 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. Design your email newsletter to drive the reader to your website. This way even if they don’t decide to act on the actual article there’s a good chance some other service will catch their eye that actually inspires them to act.


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 and the cheaper it is for you. Going green is good marketing, but it also saves you money.


Clients appreciate less waste, too. Emailing a newsletter reflects well on your firm.


5. Stronger Relationships


When client or prospect 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. This not only brings in new clients, but increases billable hours for the client you already have.


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 are for more effective when they’re emailed instead of mailed.


Just imagine being able to sit back and let clients come to you! Make the most of today’s online opportunities. It’s easier than you think. Most website providers include an emailed client newsletter with their service. If yours doesn’t there are provders that can plug one in for you. It benefits both you and your clients.

Brian O’Connell is the CEO and founder of CPA Site Solutions, one of the country’s biggest web design businesses dedicated solely to CPA website design. His company at present provides websites for more than 4000 CPA, accounting, and bookkeeping firms.

Let Your Business Develop With Small Business Accounting Firm

It is often observed that small business organizations compromise with their accounting department either by recruiting less number of accountants or by holding their clerical staff responsible for the management of accounting jobs. However, by entertaining such a scenario, they surely manage to reduce their total expense but invite the chances of company’s downfall. It is a well established fact that accounting is one of the foundation pillars of any organization. Therefore, it should always be convened with proper management and appropriate work strategy. Hence, every small or low profile business organization must ensure a competent team of accountants, who can carry out all the important activities of accounts management. For this reason only, nowadays more and more owners are opting for an affordable route of contacting small business accounting firm that can share the burden of accounting.

Numerous accounting outsourcing providers are available in the market at a very reasonable rate. These firms in turn, are well recruited with qualified CPAs and accountants who know each and every aspect of accounting. Moreover, they work with a set strategy so that all projects and assignments can be completed during a specified period of time. In addition to this, they can also act as a great source of help in dealing through any financial problem of the client. Any small business accounting firm takes various projects on the basis of contracts. Even the charges are quoted in accordance to the duration and the amount of the offered work. Interested business owners can simply search for any small business accounting firm through the source of Internet or other competitors taking this assistance. They even have their own personalized websites that display every information about their work, previous clients and specialization.

For more detailed research, you can also apply for the various online services, directories and other consultancies that provide complete information about small business accounting firm. However, selecting a decent accounting outsourcing firm will be entirely your decision. For this purpose, you should first of check for the certified outsourcing vendors. Do not ever consider any unauthorized service provider as you may have to encounter the chances of illegal sharing and hacking with them. Secondly, analyze their performance level and work strategy so that you can easily gauge their efficiency. You can also contact their earlier clients for the same. After this, you can compare your requirements and demands with their offered services and features. This will allow you to have a more precise look over the entire mechanism.

Recently established business firms can also take the assistance of hiring a single accountant from small business accounting firm. This could be a more cheap solution for the owners, who do not have enough monetary resources to employ a team of accountants or hire an outsourcing team. Through this method, the owner not only get a cheaper hand of accounting help but also gets redemption from making added payments of allowances and bonuses. Even these individual accountants can be employed on contractual terms and conditions.

Alvis Brazma gives advice to business owners about how to manage their business efficiently without any hassles.To know more about Accounting help, accounting outsourcing, small business accounting, small business accounting firm visit this leading internet source: www.impacctusa.com

Small Business Accounting Firm- Everything You Must Know About Them

Most of the individuals who have tried their hand at dabbling several business ventures would probably nod their head in affirmation that the hardest part of maintaining a business venture is during the first five years of the business. Most of the business ventures usually fail within the first five years. The reasons for the failure of a business venture could vary from lack of sufficient capital to poor business management.


However, there are some minor differences which help to separate a business venture with poor or dismal performance from the one which is relatively famous for its success and growing trust in its customers. These minor differences appear in the form of through financial knowledge and efficient handling of business resources. In most of the cases, the former business venture is found lacking in these aspects.


This is the reason why small business accounting firms have become immensely popular since they were first introduced. A large number of people prefer to take help of small business accounting firms as compared to working on their business finances on their own. The experts at accounting firms are known for their professionalism and high level of knowledge in almost all the aspects of a business. The skilled professional hired by these small business accounting firms are usually skilled professionals who are qualified CPA’s. The professionals at these accounting firms are armed with the right kind of knowledge which can be used to take an individual’s business to the next level.


Small business accounting firms help an individual to maintain proper business records for their business venture. All the accounts books required for the proper functioning of a business venture are maintained in a proper manner by these individuals.


No matter, how much an individual may lay stress on the need to achieve stable success in their business venture, they wont be able to do so until they are able to identify the key areas where their business may be lacking in terms of efficiency. Most of the individuals agree that one of the major areas in the functioning of business which may lead to troubles are finances and account handling. Business profits and losses are all a matter of numbers. Thus it is extremely necessary for an individual to keep a proper tab on the financial details. In case, they are incompetent to do so or believe that they are not fully qualified for the job, there is a number of small business accounting firms at their aid.


It is equally necessary to hire the services from a well known accounting firm rather than going in for just any random business accounting firm. An entrepreneur must make sure that the small business accounting firm being hired by them is actually good at its work and can help their business to bloom. Small business accounting firms can make or break a business in terms of their finance handling. An inefficient accountant would not prove all that wonderful for the health of the business. Thus, it is important to make the right choices.

Alvis Brazma gives advice to business owners about how to manage their business efficiently without any hassles.To know more about small business accounting firm,bookkeeping help, visit www.impacctusa.com

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