6 Financial Success Postcards Every Accountant Should Try

Hey Accountants!

So … you’re looking to attract new clients and promote financial well-being right?

Well, you’re in luck because I have 6 financial success postcards just for you!

Postcards can skyrocket your accounting marketing strategy. Don’t believe me? Check out these examples of businesses across America that have seen incredible results.  And you know what, you can use our stunning designs! We’ve put in the hard yards for you.

Showcase your successful clients!

accountant postcard

Let your clients’ success stories do the talking with a showcase postcard!

Feature a photo of an actual client who has benefited from your services. Highlight the confidence-boosting results of your expertise with a 5 star review and invite recipients to redeem an offer to start their financial journey. Give it a try with 1000 free mailing list records on us.

Be sure to include your logo to drive memorability and credibility! Need help to create the design of your dreams? We can help you with our graphic design services.

A compelling offer is SURE to catch attention:

Super attractive offers, like $30 OFF, will catch prospects’ attention. It’s just a fact!

We’ve made it easy. You can use this offer postcard template with YOUR practice’s photo and details:

accounting tax postcard

Personalize your postcard with a friendly call to action.

Include ever-so-important contact information and a clear call to action, making it easy for recipients to get in touch.

Check out how one accounting firm got 30 new clients and $12,000 from their campaign.

I’ll let you in on a secret. A top tip for accountants running direct mail campaigns is to use a call tracking number on your postcard. You’ll be AMAZED how you can track exactly how many calls your cards generate!

Give inspiration by promising to help them improve their business

Empower your clients by offering to help them improve the way they do business!

payroll postcard

Then, encourage trial and retention with a special offer – a whole month free! Incentives motivate prospects to become long-term members of your financial family.

Showing photos of people, helps to give that personal touch.  Did I tell you that you can get 1,000 FREE mailing list records free?

Be bright, bold, and beautiful:

Use bright colors! A little goes a long way but a lot is even better! Check out this dynamic postcard, pretty great huh?

tax postcard

Check out this direct mail campaign that generated 10 NEW clients and $60,000 revenue. The results speak for themselves.

What’s even better is they combined their direct mail campaign with a Google campaign that brought in 100k ad displays. It’s called Everwhere Small Business and it is really a game changer.

Check out this video and learn how to simply and cost effectively cover your entire target area!

Word of mouth spreads like wildfire – add it to your postcard!

Customers rely on reviews more than ever (90% of consumers to get exact!), ESPECIALLY when deciding who is going to take care of their financial well-being. So – what does this mean for you? Add reviews, of course! Word of mouth shines bright, like this:

tax services postcard

Throw in a welcoming picture, clear call to action, AND a special note (tax credit anyone?). Give it a try with 1000 free mailing list records on us.

Grab prospects’ attention with you guessed it – cash!

Ready to brighten up your direct mail game and leave a lasting impression on your prospects? There’s little that grabs attention more than cold, hard, cash.

Check out this captivating postcard:

tax prep postcard

Picture this: You’re sifting through your daily stack of mail, and amidst the bills and junk flyers, you spot  . . . cash! Now, imagine coupling that with a message that promises not just financial services but a pathway to get more from your tax return. It’s a no-brainer.

Don’t forget: Your direct mail campaign is only as good as the people you mail it to, which is of course… your mailing list!

You do not want to skimp on this. You’ll want to send out your postcards at LEAST 3 times so you can be sure you get the best ROI possible. Better yet: easily add Google, Facebook, and Instagram ads to your postcard campaign so you can create a multi-channel approach to spread your message wherever your prospects are!

We call it Everywhere Small Business, I am absolutely sure that you’re going to want to check it out. You can cost-effectively cover your entire area!

Contact one of my marketing consultants at 800-628-1804 — they will answer any questions you have! Their professional advice is 100% FREE!



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