While any time of the year is a good time to market your practice, secure referrals, and convert prospects, many accounting and tax professionals focus on retention and recruitment during the summer and into the fall when they are not as involved in tax planning and preparation.
One of Intuit’s newest acquisitions, Mailchimp, is designed to do all of this, and more, and it’s useful for your firm and for your clients who use QuickBooks® Online. Because Mailchimp integrates with QuickBooks Online, you can automatically sync your invoice data with your marketing efforts.
To find out how Mailchimp is being used in a CPA’s practice, I sat down with Jeff Wilson II, CPA/PFS, CGMA, CFE, CDFA, owner of The W2 Group in Upper Marlboro, MD. Jeff has a full-service practice with several niches, including the federal government and municipalities, labor unions, professional associations, and alumni associations.
Scott Cytron: When did you begin using Mailchimp, and why did you choose that over some other name-brand competitors?