New Email Marketing Ideas and Templates for Your Accounting Practice

Email marketing is one of the best drivers to increasing brand awareness. The key to a successful email campaign is to offer useful and relevant information that spurs your clients into action.

Sending seasonal reminders increases engagement with your practice. Sharing financial news, tips and trends with your commentary builds your clients’ confidence in your expertise. Offering incentives for client referrals boosts loyalty and lifetime value. Make an impact with your next email campaign with the following content and promotion ideas that deliver real results.

email marketing example

Seasonal Reminders

Remind clients of key financial planning dates, along with relevant tips and how you can help.

Subject line:

  • Upcoming deadlines and important tax notices


  • Submit a question
  • Share with friends and family
  • Read more

Business results:

  • Remind clients of your expertise
  • Increase customer loyalty
  • Gain referrals

Suggested mailing schedule:

  • Send seasonally (four to six times a year, as needed)

Important Financial News

Highlight important news topics that are relevant to your clients, and offer them your assistance.

Subject line:

  • News and updates you need to know


  • Book an appointment
  • See full story
  • Share with friends and family

Business results:

  • Showcase your expertise
  • Stay connected with clients and increase repeat business
  • Gain new clients through shared emails

Suggested mailing schedule:

  • Once a month

Request a Referral

Request referrals from your clients, and offer an incentive to those that refer your business.

Subject line:

  • Help your friends and family get the best financial advice


  • Refer a friend, family member or colleague
  • Share this email

Business results:

  • Gain new clients
  • Increase revenue

Suggested mailing schedule:

  • Once every quarter

Use email to stay connected to existing clients and expand your reach to new ones. Put these email tips and ideas to work with and send targeted marketing to all of your clients.

QuickBooks ProAdvisors1 receive at least 10% off 2 a new Constant Contact subscription

With more than 20 years of experience, Constant Contact offers customizable email templates to engage your clients and reach customers wherever they go. And through our partnership, ProAdvisors can now sign up for at least 10% off a new Constant Contact subscription. ProAdvisors in higher tiers can save even more. Sign in to QuickBooks Online Accountant to get started.

What you’ll get with Constant Contact

With your subscription, you’ll have the tools you need to start sending better emails that connect with your clients:

  • Professionally designed email templates, mobile-responsive and customizable to your brand
  • Powerful editing tools such a subject-line testing and audience segmentation
  • List-management tools for growing your email list
  • Simple integration that syncs QuickBooks Online contacts to Constant Contact
  • Real-time reporting and analytics to measure results
  • Live Constant Contact support if you ever get stuck

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