TaxProMarketer

We are a small tax practice, running about 150 or so returns a year, and have been in this business for about 8 years. We tend to have individuals who have either self-employment included in their income, or need assistance with things like higher levels of employee expenses or investment activities. We also have a number of small businesses that we work with, mainly S-corps, that require year round service. We heard Nate speak last summer in L.A., and the newsletter proposal struck a chord with us. We had made attempts at putting out a newsletter on a semi-regular basis, but finding content, setting up an attention-getting format, and all the other work that goes into it - well, there always seemed to be something more important to get to before working on the newsletter. So we probably did 2 or 3 mailouts over the course of 2 years. Not exactly the way to keep your clients involved. And with knowing that we were moving our offices in November (which went well), and wanting to grow our practice we decided to give Nate's proposal a try. Since we started with the Rancher Letter, we have been very pleased with the results. Mainly, the result that a newsletter goes out every month, whether or not we have the time to make it happen. But when we do want to get specific content to our clients, it's so easy to fit it in the newsletter format. Actually, lately there has been less temptation to want to change content, because of the quality of the content provided. The only content changes we'll be making are for issues specific to our company - like promoting our services other than the tax services. We have been active in college planning, business consulting and incorporation activities as well, and the newsletter gives us a great platform to cross sell these services to our tax-only clients. We now have regular calls coming in because of the newsletter (who would have thought that so many folks would want to answer trivia questions?) and would have to say that it will remain as a core marketing tool for us. And there is no way that I could duplicate the results on my own for the same cost. Let me know if there is anything else that you may be looking for. Thanks for the chance to talk about us - that's something that everyone enjoys doing.