Email marketing for professional services firms in Long Beach
Email marketing for a professional services firm means a regular newsletter plus a few automated follow-up emails that keep your firm in front of past clients, prospects and referral partners. Most new work for a CPA, attorney or advisor comes from people who already know them, and email is the least expensive way to be the name they think of when the need comes up.
We plan, write, design and send email for accounting firms, law firms, financial advisors and other service firms, from our office in Long Beach and for clients across Southern California.
What we do
- Clean up your list. We pull contacts from your CRM, practice management system or inbox, remove bad addresses and split them into clients, prospects and referral partners.
- Write a newsletter in your voice. Monthly or quarterly, with one useful idea per issue, approved by a partner before anything goes out.
- Set up automated follow-ups. A reply to every new inquiry, a check-in after an engagement wraps, and reminders around tax season, renewals or annual reviews.
- Get your email into the inbox. We set up the platform you already use (Mailchimp, HubSpot and similar) and the SPF, DKIM and DMARC records that keep you out of spam.
- Report what matters. Open rates have been unreliable since Apple’s privacy changes, so we report clicks, replies and booked consultations.
What a good firm newsletter looks like
Short enough to read on a phone. One practical takeaway a client can use this month. Sent from a real person at the firm, not “the team.” One next step at the end, like replying with a question or booking a call.
Compliance
We check content against your profession’s advertising rules (state bar, SEC Marketing Rule, state board of accountancy) and keep a copy of every send. Every email includes an unsubscribe link and your physical address, as CAN-SPAM requires. We only email people who opted in or already have a relationship with your firm. We don’t do cold email blasts.
Who it’s for
Firms with a few hundred or more past clients and contacts who aren’t hearing from the firm between engagements. If your referrals have slowed down or your clients are surprised to learn you offer a service, email is usually the fix.
What it costs
Email marketing is part of our fractional CMO engagements, which start at $4,000 a month and include strategy, content, SEO and AI search alongside email.
Frequently asked questions
How often should a CPA or law firm send a newsletter?
Monthly is a good default. Quarterly is the minimum to stay top of mind. Consistency matters more than frequency, so pick a schedule you can keep.
Is email marketing worth it for a small firm?
Usually yes. A small firm’s best source of new work is people who already know it, and email reaches them for very little cost.
Do we need a big list to start?
No. A list of 200 past clients and referral partners is plenty to start with. A small list of people who know you outperforms a big list of strangers.
Can you write in our voice?
Yes. We build a voice guide from your existing emails and content, then a partner approves each send.
Which email platform should we use?
Whatever you already pay for, as long as it handles lists, automation and reporting. Mailchimp and HubSpot cover most firms.
Will you send cold emails for us?
No. We only email people who opted in or already have a relationship with your firm. It protects your reputation and your inbox delivery.
What results should we expect?
More replies and referrals from people you’ve already worked with, and a steady record of who clicks on what. We report clicks, replies and booked calls each month.
Have a list you’re not using? Book a free call and we’ll show you what we’d send first.
