Monthly Archives: August 2016

CPAs: Don’t hide your brochures – use them!

Client brochures are still a proven and effective way to communicate with clients, and market your firm. Every accounting firm should have a brief and attractive office or “firm” brochure.

Information and firm brochures are a great way to:

  • Introduce your firm and make a great first impression.
  • Illustrate how your services can benefit clients.
  • Educate clients on the value of an accountant.
  • Suggest planning tips for major life changes.

There are many ways to get the most out of your client brochures – just don’t forget about them in a drawer. Here are some ideas.

  • Display them conspicuously in your office. Use an attractive brochure rack.
  • Hand them out at speaking engagements.
  • Include them in tax returns for specific clients with upcoming life changes.
  • Display them at your local chamber of commerce or visitor center.
  • Include them in a direct mail piece to new local homeowners, along with a letter of introduction.

Mostad & Christensen provides brochures on the major topics your clients care about most, including business, estate, taxes, retirement, and financial planning.

Contact us and discover how an eye-catching, professionally written brochure can enhance your firm image and increase your profits!

Toll-free 1-800-654-1654


Accountants: Direct mail is proven in acquiring new clients

One of the most effective ways to acquire new clients is by direct mail – yes, still.

Mailing to local businesses can provide a very profitable return on your time and money. Unlike acquiring more 1040 work, a business account can be anywhere from a few hundred dollars tax return to several thousand dollars of work throughout the year. That is why a very small percentage of new contacts from your mailer can still be very profitable.

Let’s assume that you have sent out 500 letters to local businesses and you have only acquired one new client. The percentage return is very low. But, let’s look at the numbers. Depending on what you included in your mailing, your cost could be two dollars per contact. So, you have spent $1,000 to complete your mailing to 500 local businesses.

Suppose the one new client resulted in $3,000 in annual fees. And let’s assume further that you retain your business clients for an average of say five years. That is $15,000 in new fees for a mailing that cost you $1,000. Not a bad return. Because you are dealing with what can turn out to be a large ticket item, the percentage of new clients from your mailing is not what matters. What you need to compare is the dollars out versus the dollars back over the long haul.

If you would like to mail to local businesses without all the preparation work, we offer the needed letters and instructions at