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Using Email Newsletters to Acquire Tax and Accounting Clients

An email newsletter is a form of email marketing that allows you to communicate with your prospects and customers in a one-to-many fashion. Essentially, you can write one broadcast email and send it to hundreds or thousands of potential clients with a single click of the send button. Email newsletters are great for keeping people up-to-date with your tax and accounting firm’s services, case studies and client testimonials

How Email
Newsletters Work

It all starts with an email address. When you have successfully acquired an email address, you will now want to continue to communicate with your lead/customer so they can stay up-to-date and learn of the new opportunities you have for working together.

Inside of your email newsletters, your clients should find:

  • Catchy subject lines to invoke curiosity and opening of the email
  • Value-based content to educate and inspire action
  • Call-to-action to meet with you to learn more

Email newsletters work beautifully in conjunction with your active and passive marketing funnels. 

How Email 
Newsletters Work
Email Newsletter Marketing Formula

Email Newsletter Marketing Formula

The email newsletter marketing formula is crafted for the purpose of generating appointments that lead to new clients. These are some of the components you will need to include in your email newsletter:

  • Catchy headline
  • Key problems people are facing
  • Specific details on the problems, using keywords
  • Vague explanation of how to solve these problems
  • Case studies of transformation
  • Call-to-action, such as booking a time to talk about working together 

Why Email Newsletters Over Other Marketing Tactics

Email newsletter funnels should be utilized alongside your other active and passive marketing funnels. The reason why email marketing is so powerful is that it nurtures a lead into becoming interested in who you are, what you do and how you can help them with tax and accounting.

There is no need for you to generate more email addresses when you can simply use those you already have. Continue to email them on a regular basis to keep them excited about and informed of your services and what you offer.

Why Email Newsletters Over Other Marketing Tactics
Crafting Email Newsletter
Conversion Copy

Crafting Email Newsletter
Conversion Copy

One of the worst mistakes a tax and accounting firm owner can make is to hire a company to write their email newsletters for them. These companies typically do not know enough about your niche to write compelling copy. Therefore, if you are going to send out newsletters, you will have to learn how to write amazing copy. 

We include templates, training and exercises to help you craft compelling email copy that generates appointments. 

Consistent Execution for a Solid
Marketing Funnel

You should start by sending one email per month, then increase the frequency to one per week, then multiple times per week, then one per day, until finally you are sending multiple emails per day. Keep in mind this takes time to ramp up, and we’ll be here to coach you the entire way.

While such sending frequency may seem excessive or even impossible, keep in mind that most successful writers and entrepreneurs recommend that you write at least something every day, whether this is in a journal, a blog post or in some other form. What better way to write every day, then to also share it with thousands of people who could potentially become your clients? 

Consistent Execution for a Solid 
Marketing Funnel

Our Clients Say It Best

Hear from tax and accounting firm owners who have successfully launched email newsletters as a client acquisition system for their firms.   


Learn How to Successfully Set Up, Launch and Acquire New Tax Clients with Email Newsletters.

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AccountingTax.com by Andrew Argue is now Corvee