Your Financial Planner

“We've been subscribing to Your Financial Planner since 1990. We love it and so do our clients. It's a great way for us to keep in touch with clients that we only see once a year and it often prompts calls from clients with questions that otherwise might never be addressed. We find the information in the newsletter to always be relevant, timely, and presented in a very attractive format. Thank you.”

John Carter, Senior Accountant
Frisbey Accountancy
Cerritos, CA • (562) 809-2208
M&C subscriber for 20 years

Full-Color Client Update

"We've been using the Client Update newsletter for just over six years, and mail approximately 8,000 copies per quarter. We recently surveyed our best clients. 89% of clients indicated they read each issue, and 94.6% of those clients said they found the information helpful.

"The Client Update has proven to be an essential marketing tool for our company."

Michael J. Gallagher
Hill, Barth & King, LLC
Boardman, OH • (330) 758-8613
M&C subscriber for 9 years

“We've been using the Client Update newsletter for 16 years. We have been very pleased with the article content, the timely delivery, and your helpful customer service.”

Christopher Baas, CPA
Baas & Associates, PC
Omaha, NE • (402) 393-7300
M&C subscriber for 16 years

“My clients love M&C's Client Update newsletter! I KNOW it gets read. One time, we mailed our newsletter late and we had a remarkable number of calls from people asking where their newsletter was! Many clients will come in with a particular issue with questions they have, even as long as a year later. M&C's newsletter makes my marketing easy and keeps me in personal touch with my clients. Thanks!”

Holly Roundtree, CPA
Dallas, TX • (972) 404-4434
M&C subscriber for 19 years

Two-Color Client Update

“We have used the Client Update newsletter since 1993. It's colorful, well-written, and generates response.

“Just last week, we had a call from a potentially large client who is switching CPA firms. When asked why he chose our firm, he commented that it was the newsletter that caught his attention. Thanks for a great publication and keep up the good work.”

Colin Ehli, CPA
Brink & Sadler, CPAs
Lakewood, WA • (253) 582-4700
M&C subscriber for 15 years

Tax & Business Letter

“I've been subscribing to your quarterly Tax & Business Letter and all three issues of your Tax Planning Letter for five years. The articles in both publications are consistently excellent and always timely. Thank you.”

Jan Mumm, CPA
Mumm & Associates PC
Lincoln, NE • (402) 438-6866
M&C subscriber for 6 years

“We like the professional look of the Tax & Business Letter and the response it generates from clients. Each time we send an issue we get several comments from readers about how beneficial the information is, as well as the overall attractiveness of the design. Thanks for providing newsletter content that generates response and builds readership.”

Chris Gillespie, CPA
Culotta, Scroggins, Hendricks & Gillespie, PC
Vestavia Hills, AL • (205) 871-1212
M&C subscriber for 8 years

“Our firm has been using Mostad & Christensen's newsletters for over sixteen years. We find the content to be relevant to our client base and very current on tax matters. We get a lot of clients calling with intelligent questions about what they read in the newsletters. It's a newsletter that clients read and respond to.

“Sixteen years of using the same informative, timely, and client-friendly newsletter about says it all.”

Christine Dwyer, Marketing Coordinator
Cherry Bekaert & Holland, LLP
Virginia Beach, VA • (757) 456-2400
M&C subscriber for 16 years

Client Alert

"The Client Alert has been an integral part of our marketing activities for over 15 years. We purchase the imprinted version and use the self-mailer panel to personalize each issue with a message from the managing partner. Our clients and referral network love this personal touch!"

Gerald A. Gerson, CPA
Litman, Gerson, LLP
Woburn, MA • (781) 933-9660
M&C subscriber for 20 years

Tax Planning Letters

“I have subscribed to the Midyear Tax Planning Letter for the past couple of years and received such tremendous feedback from my clients that now I subscribe to all three issues of the Tax Planning Letter! My clients really love the way I stay in touch with them. It lets them know I'm here for them year-round. You sure have made marketing easy for me!”

Michael Boman, CPA
Fallbrook, CA • (760) 731-3309
M&C subscriber for 6 years

“We had been discussing ways to cut costs when our renewal notice for the Annual Tax Planning Letter arrived. Our first thought was to either skip it this year or to reduce the quantity, but we quickly realized we couldn't get by without it. The Letter generates so many favorable comments from clients and prospects each year, that it has proven to be one of the best marketing tools we use. Please sign us up for another year. We'll find other ways to reduce costs.”

Claudia White
Mark J. White, CPA
Madison, CT • (203) 245-7110
M&C subscriber for 16 years

“I've ordered the Annual Tax Planning Letter for many years, but was so impressed with your Midyear 2006 Letter. There was tax legislation on the 17th and I was so surprised that you had content already on the legislation. In fact, you had the tax bill right out of the chute! Thank you for providing us with timely materials that benefit our clients.”

Joanne Morton, EA
Waterford, CT • (860) 443-0066
M&C subscriber for 12 years