CPA Client Bulletin
CPA Client Bulletin is a digitally formatted client-facing newsletter that helps you stay in touch with clients on a monthly basis. The newsletter provides relevant and timely information that informs and educates your clients and prospects in the areas of:
- Tax Planning
- Small Business Financial Planning
- Personal Financial Planning
In addition to reinforcing your credibility as a thought leader, the newsletter is a subtle way to keep your name in front of clients and prospects without the feeling of “selling.”
The monthly newsletter articles are written by industry experts; which means the content is not only timely and relevant, but also ready for you to use. Now, you and your staff can focus on growing business and responding to client needs. The CPA Client Bulletin also comes with a Citation and Resource Guide to help you answer clients' follow up questions.
Choose the digital format that is best for you.
- Simply post to your website, e-mail to your clients, or even print and distribute at your office.
- Save on postage! No postage to pay and unlimited use. This format makes it easy for your clients to forward via email, post via social media networks, or print and share with others in their networks, building referrals for your firm.
- This version does not allow for your logo to be added.
- Sent automatically to your client list on a monthly basis; no limit to the number of clients.
- Save on postage! No postage to pay.
- Personalized with your firm name and logo at no extra cost.