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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.

Tell us what you needor call +91 80958 58589

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of cpa and accounting firms at work in the United States

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.

Last updated 5 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

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, so every later report has an honest comparison.

Read the full email marketing page

What must be in place first

What an accounting firm needs in place before it emails clients about advisory work.

Clients listed by what they could buy next
Mark each client as a business owner, an individual filer, a dormant client or a referral source, and note the niche. A planning offer sent to an individual filer wastes the filer's time and your name.
Consent that covers marketing, not only the engagement
An engagement letter lets you write about the work you were hired for. Add a clause or a tick box for news and advisory offers, and keep a record. Check the data-protection law that applies to your clients.
Client financial detail kept out of the mailing tool
Returns, balance sheets and ledgers stay in your practice system. A campaign list holds a name, an address and a segment. A mail should never quote a client's figures to a group.
A professional body check on promotion
Rules on how accountants and firms may advertise or solicit differ by body and country, and change. Check your own institute's current guidance before an advisory offer goes out.
Referral sources on their own list
Lawyers, bankers and other advisers who send you work should get a different note from clients. Their note says what you take on, and what you would pass to them.
A partner's name and a reply read the same day
Mail comes from a partner the client knows. Replies go to the partner or the manager who can book a planning meeting. Every note has an unsubscribe link.

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

How it works

From your first message to the first report.

No open-ended retainer. Every step gives you something in writing.

  1. First

    Your brief

    You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.

  2. After the brief

    A conversation and a written scope

    We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.

  3. Before work starts

    Baseline recorded

    The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.

  4. After the baseline

    The first fix goes live

    The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.

  5. As agreed

    Report against the baseline

    What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.

  6. At renewal

    Renew on the numbers

    The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.

How the email marketing work runs

  1. 1

    Understand your list

    We review who is on the list, how they got there, and how long it has been since they last heard from you.

  2. 2

    Audit past sends

    We check open and click rates from past emails to see what has and has not worked.

  3. 3

    Segment and plan

    The list is split into meaningful groups and a sending calendar is agreed.

  4. 4

    Implement content and automation

    Emails are written, scheduled and, where useful, set to trigger automatically based on behaviour.

  5. 5

    Measure and optimise

    We track performance and adjust subject lines, timing and content based on what the list responds to.

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 later 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 guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. 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.

Your brief

Tell us what you need, and we will read it before we call.

Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.

Tell us what you needor call +91 80958 58589

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
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.
Can we email a client's personal contact about the business accounts too?
Only if the client gave that address for that purpose. A person's private address given for a tax return is not agreement to hear about advisory services. Ask the client which address and which topics they want, and record the answer.
Should the planning note be a newsletter or a personal mail?
For your business clients, a short personal note from the partner about one decision they face works better. A general newsletter suits referral sources who asked for updates. Write each from facts you know about the reader.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, 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.

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.

Tell us what you need