4 Things You Need to Get Started With Email Marketing for Accounting Firms

Email marketing for accounting firms can often sound like rocket science, but in actuality, it’s a lot easier to get started than you might think.

Sure, email marketing can get technical and complicated. But you don’t need to start there. If you’re just getting started with email marketing for your accounting firm, start with the basics. The most important thing is that you start. You really only need four simple things.

4 simple things you need to implement email marketing for accounting firms:
  • An email marketing platform – To send email properly, you need an email marketing platform. For our email marketing clients, we have our own platform, but for others, we recommend ActiveCampaign. With ActiveCampaign, you can trial an account for 2-weeks. After that, it’s a small monthly fee base on your list size.

    After signing up and going through the set-up process, you’re ready to start writing within a few minutes. Sending an email is as simple as creating a new email, entering a subject, typing your content and either hitting “Send” or “Schedule”.
  • An audience – At first, your existing accounting clients will be your audience. You can easily import a list of your current clients into the email marketing platform. Beyond this, you’ll want to set up at least one opt-in on your website, where people can sign up for your email list.
  • Your computer – Whether you work from a desktop, a laptop, or are skilled at writing on your phone, this is all you need to actually write your email. It’s exactly the same as when you craft an email to your team or reply to a prospective client. As long as you’re able to input your idea on the screen, then you’re good to go.
  • Your creative brain – The magic ingredient, and the most important. You need an idea. What do you want to share with your audience? If you’re not sure, brainstorm and write down every idea that comes to mind. Don’t worry if your ideas seem terrible at first, refinement comes later.

Remember, your clients appreciate your expertise. Accounting firm email marketing is a cost effective way to share value with your audience regularly. We recommend two emails a month to continue to reinforce your credibility and build better relationships with your accounting clients.