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GullySales

CPA and accounting firms · Email marketing

The client list is the asset, and most firms only mail it an organiser.

Email for a CPA firm has two jobs: selling advisory work to the clients you already have, and staying in front of prospects and referral sources between seasons. GullySales segments the list, writes the November planning campaign and the extension-season outreach, and keeps the consent and unsubscribe side in order.

Book a free auditWhatsApp usor call +91 80958 58589
A post room: a wall rack of pigeonholes with sorted letters and strapped bundles, a loaded mail trolley wheeled up in front of it, and on the bench a franking machine with one envelope under the press arm, franked and cleared

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.

Also for CPA and accounting firms

Sales and marketing for CPA and accounting firms, the overview.

For CPA and accounting firms

Where it usually goes wrong, and what we would do.

  • “Advisory sells to people who already trust you”

    The business clients on your own list are the shortest path to monthly accounting work, and most of them have never been asked.

  • “Business owners and individual filers need different mail”

    One segment wants planning before 31 December. The other wants a reminder about documents and nothing else.

  • “September is when patience runs out elsewhere”

    Owners whose preparer has gone silent through the extension are ready to move, and a mail in those weeks lands differently.

What we do

What we deliver for CPA and accounting firms.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. The client list segmented by what you want to sell

    Business clients, individual filers, dormant clients and referral sources separated, with the niche flagged, so no mail goes to everybody.

    Result: Each mail is written for the person opening it.

  2. A November year-end planning campaign

    A short sequence to business clients and prospects about decisions due before the year closes, offering a paid planning meeting as the next step.

    Result: Planning work is sold in a quarter that is usually quiet.

  3. Extension season outreach to stalled prospects

    A mail in the weeks before the autumn deadlines to owners who enquired earlier and stayed put, asking one honest question about how it is going.

    Result: You reach owners at the moment they are ready to move.

  4. An advisory offer to existing tax clients

    A campaign to the business clients already filing with you, framed around what their own return shows about their bookkeeping and their year.

    Result: Retainers come from clients who already know the firm.

  5. Consent, unsubscribe and sending records kept straight

    A working unsubscribe, a real postal address and a record of consent, set up to the marketing email rules your counsel confirms apply to you.

    Result: The firm's mail cannot become a compliance problem.

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.

Read the full email marketing page

Who it is for

This is written for these CPA and accounting firms.

  • Sole practitioners and two-partner firms
  • Multi-partner regional firms
  • Tax-only practices
  • Client accounting and advisory service teams
  • Audit and assurance practices doing non-profit and benefit plan work
  • Niche firms serving a single industry
  • Bookkeeping firms adding tax work
  • Firms preparing for succession or a sale
  • New firms in their first two years

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.

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 05 · Every month

    Report against the baseline

    What moved, what did not, and what changes next, in plain words.

  6. 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 CPA and accounting firms

  1. 1

    Assess

    In the free audit we look at where clients came from, revenue per client, proposals sent against proposals accepted, and what happens between May and August.

  2. 2

    Decide what you want more of

    One or two niches and a service mix chosen against capacity and price, with a written note of the work the firm will stop taking.

  3. 3

    Rebuild the front door

    Niche pages, the profile, the partner bios and the proof, written so a prospect can recognise their own business on the page.

  4. 4

    Fix the proposal

    A qualifying call, a scope template and a fixed-fee proposal that goes out in two days, with a follow-up on every one that goes quiet.

  5. 5

    Market when you can answer

    The campaign runs May to August, year-end planning goes out in November, and January to April is triage rather than promotion.

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.

All case studies

  • 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.
    Read 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%
    Read the case study

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.

  • Hours that fit your day, agreed up front

    Which hours we overlap with yours is settled before any work starts, so you know when a reply is coming and when it is not.

#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.

WhatsApp usor call +91 80958 58589

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We use your details only to reply to this enquiry. See the privacy policy.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Book the free audit
Can we email clients about services they have not bought?
Usually yes, with a working unsubscribe and honest wording. Keep engagement information out of the mail itself and take your counsel's view on the rules that apply in your states.
How often should we mail the list?
Monthly to business clients, less to individual filers, and nothing between January and April beyond deadline notices. Frequency matters less than whether the mail is about them.
Are we allowed to advertise this way?
Yes, within limits. The AICPA Code of Professional Conduct rules out false, misleading or deceptive promotion, and your state board adds its own conditions, including how the CPA title may be used. Commission and contingent fee restrictions also shape what may be promoted and to whom. Your state board has the last word and we write to it.
Do you do bookkeeping or tax preparation too?
No, and it is worth saying plainly, because that is what most firms cold-calling your practice are selling. We are a sales and marketing firm. We never touch a client return, a trial balance or client tax data, and we ask for no access to your tax software.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped in the free audit and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
Three to six months at a time. There is no twelve-month lock, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
Fixes to reply time, follow-up and your Google Business Profile usually show in weeks, because the enquiries already exist. Ads show in days once follow-up is ready. SEO and content take months. The audit tells you which applies to you.
Who will actually do the work?
The person you meet on the audit call. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
For the audit, last month's enquiries in any format and 45 minutes with whoever handles them. After that, access to the accounts the work touches, such as the website, Google Business Profile or CRM, and time for the monthly review.
What if we are not happy with the work?
Tell us and the plan changes. Every month is reported against the baseline, so a number that is not moving is visible to both sides. Terms run three to six months at a time, and the refund and cancellation policy sets out the rest.

More for CPA and accounting firms

Everything else we would do for you.

Or start from the overview: sales and marketing for CPA and accounting firms.

Get a free audit of how you sell, and a scored report of where the work is.

Book a free audit
Book a free audit