Let’s start with a truth bomb: If your newsletter feels like a checkbox you have to complete every month, you're doing it wrong.

And, if you’re not sending one at all? You’re leaving money—recurring revenue—on the table every single month.

We know you want to be one of the tax pros charging higher fees, working with better-fit clients, and getting referrals without begging for them. We also know it can feel impossible to get to that level. That’s where CountingWorks comes in.

We talk to thousands of tax and accounting professionals every year, and the most successful ones all have one thing in common. 

A well-run, client-focused newsletter.

But this isn’t just any newsletter. I’m talking about a smart, segmented, action-inspiring, Google-pleasing newsletter that turns occasional clients into advocates for your practice and regular, paying customers.

Let’s break down what makes this strategy so effective—and why it needs to be at the center of your marketing.

‍

1. Your Newsletter Keeps You Top of Mind (Without Being Annoying)

Here’s the thing about trust: It’s built over time, with consistency and through repeatedly providing value.

A good newsletter gives your clients what they actually care about:

• What's changing in the tax code
• What they should do before deadlines hit
• How they can legally pay less in taxes
• Tips for growing or protecting their business

Done right, every newsletter becomes a little “ping” on their radar that reminds them, “Oh yeah, my tax pro is smart, and looking out for me.”

That’s how you stay in demand, especially when big deadlines roll around.

2. Great Newsletters Inspire Action (Which Means Revenue)

The goal isn’t just to “send something.” It’s to “spark something”.

Your newsletter should inspire your clients to take action, whether that’s hitting “Reply,” clicking through, booking a call, referring a friend, downloading a checklist, or asking about advisory services.

It should make them see you as the proactive advisor you know you are, not the reactive form-filler many generic tax preparers function as.

At CountingWorks PRO, our average open rate across client newsletters is over 30% (which is bonkers in this industry). Why? Because the content is:

• Relevant
• Timely
• Localized when possible
• Written to spark interest *and* action

And, when someone clicks through? They land on your blog. They stay on your site. They engage. That behavior tells Google, “This site matters.”

Over time, this is a great way to help your rankings improve organically.

Related Reading: The Secret to Tax Client Loyalty? Niche Newsletters

‍

3. Segmentation = Relevance = Revenue

Sending the same email to everyone is like giving every client the same deduction checklist. It might work, but it won’t wow.

Now imagine you could send:

• Small business tips to your biz owners
• IRA updates to your retirees
• 1099 reminders to your freelancers
• Exit strategy insights to your high-net-worth clients

That’s segmentation. It’s how you move from generalist to specialist in the eyes of your current client base. Specialists get more trust, higher fees, and better clients.

Good segmentation turns your newsletter from a blast into a conversation. Better yet, it’s one that feels personalized and useful. That’s how you earn mindshare and market share.

‍

4. SEO Bonus: Newsletters Drive Blog Traffic (Which Helps Google Love You)

Here’s what most accountants don’t realize:

Every time you drive a client from your email to your blog, you’re sending signals to Google that your site is:

• Active
• Valuable
• Relevant to searchers

That traffic, those clicks, that time on page? It adds up. Over time, it helps you rank higher without spending thousands on ads.

Higher rankings = more eyeballs = more leads = more revenue.

‍

5. Your Newsletter Is a Flywheel—Not a One-Off

Let’s zoom out.

You’re probably already:

• Answering the same client questions on repeat
• Struggling to stand out from firms that charge half as much
• Hoping for referrals without asking too often

A strong newsletter solves all of that. It becomes a system that:

1. Educates your clients
2. Prepares them to take action
3. Builds demand for advisory services
4. Nudges them to refer you
5. Drives traffic and SEO signals
6. Positions you as *the* go-to expert

All while saving you time.

The Best Part? You Don’t Have to Write a Word.

At CountingWorks PRO, we’ve built the entire newsletter system for you.

You get:

1. Expertly-written, ready-to-send content (updated monthly)
2. Automated delivery
3. Personalized templates with your firm’s name and brand
4. Built-in segmentation
5. Blog integration
6. Campaign tracking and reporting

We’re delivering more than a newsletter to your clients’ inboxes. It’s a growth engine disguised as an email.

Ready to See How It Works?

Let us show you how thousands of pros like you are commanding higher fees and attracting more referrals—on autopilot—through a modern, client-first marketing strategy.

Talk to our team at CountingWorks PRO and we’ll walk you through how to:

• Launch (or level up) your newsletter
• Set up segmentation based on your client base
• Turn blog content into ROI
• Make email the highest-performing piece of your marketing stack

Sure, the best time to build a system that grows your firm while you sleep was yesterday. But the second-best time? That’s today.

‍