Improve Client Relations and Increase Billable Hours with a


Each Newsletter Features:

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 newsletters

These articles are informative, up-to-date, and provide just enough information to pique your clients’ curiosity, encouraging them to reach out to you for more details!

Satisfy clients faster and promote yourself with less time spent.

 Save Time Every Month

Every CPA should be sending out a monthly newsletter, but who wants to waste time researching, writing, and formatting a template? Our team handles all of this for you, while still giving you the option to further customize our content.

Cross-Sell Your Services

Many clients are so focused on tax preparation that they fail to think of all the other services you offer. Through your newsletter, you remind them of your expanded offerings and encourage them to work with you beyond tax season.

Build Relationships

It can be difficult to stay in contact with all of your clients throughout the year. A monthly newsletter is a low-effort, low-cost way to remind your clients of the value you bring to the table, increasing satisfaction and encouraging new business!

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