As you think of the different ways to give thanks, consider your brand voice and budget. A postcard or handwritten note can be just as appreciated as a higher-value gift. The most important thing about gratitude is that it’s genuine and delivered in a way that your clients are sure to notice.<\/p>\n
![\"Writing](\"https:\/\/vistaprint-creative-res.cloudinary.com\/image\/upload\/q_auto:eco,f_auto,dpr_auto\/content-marketing\/article-images\/CCM-661-AccountingFirm-Tile001_en-us.jpg\" "\\"Marketing")
<\/p>\n
VistaPrint Tip<\/h4>\n<\/div>\n<\/div>\n\n<\/div>\n\nIs your firm digital-first? A power bank<\/a> or cell phone-charging accessory can be a unique thank you to help clients “recharge” after Tax Day. Do you have a fun, family-owned enterprise? You could send a photo postcard<\/a> with everyone asleep in the office with a campy “Tax Day [year]. WE MADE IT!” message.<\/p>\n<\/div>\n<\/div>\n<\/div>\n2. Keep clients up-to-date with industry news.<\/h2>\n
A regular newsletter can help you stay in touch with clients throughout the year and cement your position as a part of the local community. Whether delivered by physical mail or email, the key to a successful newsletter is a regular format.<\/p>\n
Before your first issue, map out key sections you want to include in every issue. Consider a monthly financial tip, a feature on a local business you love \u2014 like a “staff pick” or a Q&A section that responds to client-submitted questions. And for scheduling, you can start small with a quarterly delivery schedule. Then, you can add additional issues throughout the year as interest builds. And if you’re ready to ramp up your email game, these email marketing best practices<\/a> can get you started on the right foot.<\/p>\n![\"A](\"https:\/\/vistaprint-creative-res.cloudinary.com\/image\/upload\/q_auto:eco,f_auto,dpr_auto\/content-marketing\/article-images\/CCM-661-AccountingFirm-Tile002_en-us.jpg\" "\\"Marketing")
<\/p>\n
3. Use surveys to take a pulse.<\/h2>\n
You might be your firm’s business mastermind, but your clients can also have great ideas to improve your practice. Another way to touch base after Tax Day is by checking your client roster’s pulse through surveys. You can use a survey on pressing financial questions to get fodder for your newsletter’s Q&A section. And if you’re planning an educational workshop, why not ask your clients what they’d most like to learn about in advance?<\/p>\n
Surveys are a powerful way to stay top of mind and keep your clients engaged with your practice on a deeper level.<\/p>\n
\n\nVistaPrint Tip<\/h4>\n<\/div>\n<\/div>\n\n<\/div>\n\nYou can also use surveys to poll the community and clients about different topics like “top financial concerns” or even “best locally owned businesses.” Once you have the results, use online templates for infographics to share the results in a visually engaging way, either online or in your next newsletter.<\/p>\n<\/div>\n
<\/div>\n<\/div>\n4. Host an engaging and educational gathering.<\/h2>\n
Among the not-to-be-missed marketing tips for accountants are social and educational events. Your firm has key expertise in multiple areas, including tax-advantaged ways to save for college or retirement and ideas to help retirees up their income without increasing their taxes. It’s possible for your firm to become a community leader through free educational seminars and other low-pressure gatherings.<\/p>\n
For example, your firm could partner with the parent-teacher associations at local high schools to present an annual seminar on college savings tips. Or, you could host a social mixer each year benefitting a local nonprofit and give attendees Q&A time with your CPAs. If you have niche expertise with retirees, reach out to nearby 55+ communities and offer a no-cost meet-and-greet for their residents.<\/p>\n
![\"A](\"https:\/\/vistaprint-creative-res.cloudinary.com\/image\/upload\/q_auto:eco,f_auto,dpr_auto\/content-marketing\/article-images\/CCM-661-AccountingFirm-Tile003_en-us.jpg\" "\\"Marketing")
<\/p>\n
If you’re short on event ideas, use a survey to ask your clients for theirs. You may even find some clients who are more than happy to help or host.<\/p>\n
Is your firm digital-first? A power bank<\/a> or cell phone-charging accessory can be a unique thank you to help clients “recharge” after Tax Day. Do you have a fun, family-owned enterprise? You could send a photo postcard<\/a> with everyone asleep in the office with a campy “Tax Day [year]. WE MADE IT!” message.<\/p>\n<\/div>\n A regular newsletter can help you stay in touch with clients throughout the year and cement your position as a part of the local community. Whether delivered by physical mail or email, the key to a successful newsletter is a regular format.<\/p>\n Before your first issue, map out key sections you want to include in every issue. Consider a monthly financial tip, a feature on a local business you love \u2014 like a “staff pick” or a Q&A section that responds to client-submitted questions. And for scheduling, you can start small with a quarterly delivery schedule. Then, you can add additional issues throughout the year as interest builds. And if you’re ready to ramp up your email game, these email marketing best practices<\/a> can get you started on the right foot.<\/p>\n You might be your firm’s business mastermind, but your clients can also have great ideas to improve your practice. Another way to touch base after Tax Day is by checking your client roster’s pulse through surveys. You can use a survey on pressing financial questions to get fodder for your newsletter’s Q&A section. And if you’re planning an educational workshop, why not ask your clients what they’d most like to learn about in advance?<\/p>\n Surveys are a powerful way to stay top of mind and keep your clients engaged with your practice on a deeper level.<\/p>\n You can also use surveys to poll the community and clients about different topics like “top financial concerns” or even “best locally owned businesses.” Once you have the results, use online templates for infographics to share the results in a visually engaging way, either online or in your next newsletter.<\/p>\n<\/div>\n Among the not-to-be-missed marketing tips for accountants are social and educational events. Your firm has key expertise in multiple areas, including tax-advantaged ways to save for college or retirement and ideas to help retirees up their income without increasing their taxes. It’s possible for your firm to become a community leader through free educational seminars and other low-pressure gatherings.<\/p>\n For example, your firm could partner with the parent-teacher associations at local high schools to present an annual seminar on college savings tips. Or, you could host a social mixer each year benefitting a local nonprofit and give attendees Q&A time with your CPAs. If you have niche expertise with retirees, reach out to nearby 55+ communities and offer a no-cost meet-and-greet for their residents.<\/p>\n If you’re short on event ideas, use a survey to ask your clients for theirs. You may even find some clients who are more than happy to help or host.<\/p>\n2. Keep clients up-to-date with industry news.<\/h2>\n
<\/p>\n3. Use surveys to take a pulse.<\/h2>\n
VistaPrint Tip<\/h4>\n<\/div>\n<\/div>\n
4. Host an engaging and educational gathering.<\/h2>\n
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