Chartered accountants and accounting firms · Email marketing
Write to your own clients before the deadline, not after they have missed it.
Email for a practice is mostly writing to people who are already clients, reminding them what is due and telling them what changed. GullySales builds the list from your own billing records, writes the deadline reminders and the budget note, and keeps consent and unsubscribes handled properly.
What email marketing means
Email marketing is sending planned messages to a list of past and prospective customers who have agreed to hear from you. It suits offers, updates and staying in touch with someone who is not ready to buy yet. GullySales writes and schedules these emails and tracks who opens, clicks and enquires.
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- PPC ads for chartered accountants and accounting firms
- Lead generation for chartered accountants and accounting firms
- Digital marketing for chartered accountants and accounting firms
- Reputation management for chartered accountants and accounting firms
- Local SEO for chartered accountants and accounting firms
- Branding for chartered accountants and accounting firms
- Social media marketing for chartered accountants and accounting firms
Sales and marketing for chartered accountants and accounting firms, the overview.
For chartered accountants and accounting firms
Where it usually goes wrong, and what we would do.
“Your list is the client register”
A practice never needs to buy a list. The names sit in the billing software, and each one has a filing due on a known date.
“The reminder is the relationship”
A client who gets a note three weeks before the advance tax date stops feeling like a file somebody opens in July.
“October is when a filing client becomes a retainer”
The owner who came for one return in July is the easiest retainer conversation of the year. Almost nobody makes it.
What we do
What we deliver for chartered accountants and accounting firms.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
A clean list built from your billing records
Clients pulled out of the accounting software, deduplicated, sorted into salaried, business, company and NRI, with consent recorded and a working unsubscribe on every mail.
Result: You are writing to your own clients, lawfully.
Deadline reminders written once and reused each year
Advance tax, GST returns, the July date, the tax audit date and the ROC filings, drafted per client type with the papers you need from them listed in the mail.
Result: Fewer clients send documents on the last evening.
A budget and amendment note for existing clients
A short mail after the budget and after any significant notification, saying what changed for that group and what they should do about it.
Result: Clients hear it from you before they hear it in a WhatsApp group.
The October retainer conversation, written down
A mail to business clients who came only for a return, setting out what monthly accounting or a GST retainer covers and what it costs to leave the books until March.
Result: One-time filings turn into year-round work.
A quarterly note to the bankers and lawyers who refer
A short factual update for referral sources on the assignments the firm handles, sent four times a year and rewritten whenever a branch manager changes.
Result: A new branch manager learns the firm's name without a cold call.
Reporting on who opened and who replied
Opens, replies and the enquiries that followed each mail, reported monthly against the baseline and split by client group.
Result: You find out which group of clients reads you.
How the result is measured
- Open rate
- Click rate
- Enquiries from email
Recorded as a baseline before work starts, then reported every month against it.
Who it is for
This is written for these chartered accountants and accounting firms.
- Sole practitioner chartered accountants
- Small and mid-sized CA partnership firms
- Statutory and internal audit practices
- GST and indirect tax specialists
- Company secretaries in practice
- Accounting and bookkeeping service firms
- Firms serving startups and funded companies
- Firms serving NRIs and cross-border clients
- Second-generation practices modernising their client base
Not for
It is not the right fit if.
- You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
- You need enquiries by next week and have nobody to answer them.
- You want posts and reach reported, not enquiries and orders.
How it works
From your first message to the first monthly report.
No open-ended retainer. Each step has a point in time and something you receive.
01 · Day 1
Free audit call
45 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.
02 · Within a few working days
Written, scored report
Six areas scored, fixes ranked by return and cost. If you want our help, the scope and fee come with it, in writing.
03 · Before work starts
Baseline recorded
Enquiries by source, reply time, conversion and cost per order, written down so every later month has an honest comparison.
04 · Month 1
The first fix goes live
Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.
05 · Every month
Report against the baseline
What moved, what did not, and what changes next, in plain words.
06 · Month 3 to 6
Renew on the numbers
The term ends and you decide whether to continue from the results. No twelve-month lock.
How the work runs for chartered accountants and accounting firms
- 1
Assess
We look at where your clients come from, which services and client types you want more of, and what the institutes allow for your firm.
- 2
Fix the proposal step
Engagement templates and a follow-up rule, so every serious enquiry gets a clear scope within days.
- 3
Build the presence
A website organised by client type and service, consistent directory details and partner profiles, all within ICAI and ICSI guidance.
- 4
Share knowledge
Articles, updates and talks under the partners' names, placed where bankers, founders and business owners read them.
- 5
Grow the retainer book
Season-end conversion, cross-service reviews and referral relationships maintained through staff changes.
Proof
What happened when owners fixed this.
Real clients, the work we did, and the result as it was recorded. Where no number was recorded, none is claimed.
Growth Sage
- Situation
- There was no settled visual identity, so nothing on the page told a prospect what kind of firm this was.
- What we did
- Vision and brand values
- A logo for a professional firm
- The site audited, then rebuilt
- Market and competitor research
- Result
- No numbers were recorded for this engagement. The work is described in full in the case study.
Hotel Felicity Inn
- Situation
- A traveller compares three hotels on a phone and books one. The website was not built for that.
- What we did
- The site rebuilt around booking
- Photography and one look
- Search work for destination searches
- Content a traveller reads
- Result
- Online bookings increased 35%
- Organic traffic increased 50% within six months
- Positive reviews on Google and TripAdvisor increased 30%
Also worked with
Chord Road Hospital · Curtain Label · Difesa Security Services · Hands On CSR · Implevista · Kambar Group · Kalessi · Kerur Pain Clinic · LL Trust · Lucky Deals · Natural Gases · NavaShakthi Souhardha · NewCom Logistics · Proton Technical Services · SB Engineering · Shakthi Foundation · Shakthi Group · Urbanest · Insyde Studio · Venkateshwara Laser Tech · Vivara Studios
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every monthly report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No lock-in, no guarantees we cannot keep
Three to six months at a time. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
The offer
Start with a free audit of how you sell.
It is useful on its own, whether or not you hire us.
What you receive
- A 45-minute call with the person who will do the work
- A written, scored report on the six places orders leak, within a few working days
- Every fix ranked by what it returns and what it costs
- The one thing to do first, and why
- An honest line on whether you need outside help at all
- If you do, the scope and the fee in writing
No invoice. No obligation. No sales script.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Is emailing our own clients advertising?
How often should we write?
Can a chartered accountant advertise?
Can we run Google Ads for our firm?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
More for chartered accountants and accounting firms
Everything else we would do for you.
- SEO for chartered accountants and accounting firms
- PPC ads for chartered accountants and accounting firms
- Lead generation for chartered accountants and accounting firms
- Digital marketing for chartered accountants and accounting firms
- Reputation management for chartered accountants and accounting firms
- Local SEO for chartered accountants and accounting firms
- Branding for chartered accountants and accounting firms
- Social media marketing for chartered accountants and accounting firms
- Content marketing for chartered accountants and accounting firms
Or start from the overview: sales and marketing for chartered accountants and accounting firms.