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Merge Into Success With Our Accounting Firm Marketing Resources

Searching for financial resources to offer your clients and prospects? Look no further. BizActions offers financial checklists, financial calculators, financial worksheets, frequently asked financial questions and fun financial factoids on this page. We have the resources you need to position your firm as a valued advisor.

Sales is a Numbers Game

One of the greatest challenges facing any business is how to build a larger pipeline of contacts and leads. The real key to list-building isn't the number of names you add, but the quality of the names going on the list. We can help you get your message in front of more people who are more inclined to value your service.

Technology Matters

The right technology can acquire, verify and obtain the information needed to grow and develop your pipeline. The right technology can sort, scrub and remove invalid or unwanted entries gathered for any list. The right technology differs from traditional methods by using a suite of tools to work collaboratively on building search terms and target lists from a database in excess of 15,000,000 US companies. BizActions has the CPA email newsletter technology and e-marketing resources you need.

Our CPA email newsletters will educate and inform your clients and our e-marketing solutions, including the Online Resource Library's Finance Page you see here, will help you gain visibility, extend your reach and increase your pool of qualified prospects. Learn more about BizActions' industry-specific content and CPA e-newsletters by scheduling a strategic Return on Marketing Investment review or call us at 866.240.8477 ext. 100.

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Financial Idea of The Month

Smart Ways to Accumulate a Down Payment on a Home

The amount of your down payment will determine the size of mortgage you need when buying a home. Saving more for your down payment will reduce your monthly payments and get you on the road to home ownership faster. Consider these nine ways to save more and save faster.
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Marketing your services through CPA email newsletters can be a broad-reaching and powerful way to effectively communicate your service offerings. Accounting e-newsletters give your CPA firm the opportunity to highlight your products and services, increase brand recognition and reveal a fresh perspective on how you can help your clients succeed. Learn more about BizActions’ e-marketing solutions for CPA firms by scheduling a strategic Return on Marketing Investment review or call us at 866.240.8477 ext. 100.

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General Finance

Be Prepared if Disaster Strikes

No matter where you live, everyone is subject to disasters such as fires, floods from broken pipes, and theft. That's why it's important to have a plan for records, irreplaceable items, and emergency funds, etc. Keep reading for some guidance on what you need to do to be prepared before disaster strikes.
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Building a Ladder of Saving Certificates

Earning the best rates you can on your investments is obviously important. But just as important is incorporating some flexibility into your portfolio, in case life hands you an unexpected need or opportunity. That's where a ladder of savings certificates comes in handy.  Staggered maturity dates can help you get better results in terms of earnings, without putting too great a bind on your money.
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ATM Security and You

You probably use automatic teller machines when you need to withdraw cash, check your account balance, transfer funds or make other transactions. It's fast and convenient. But you want to stay safe. Here are seven steps you can take to help make your ATM transactions secure.
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Preapproved Auto Loans

Walk into a dealership and negotiate the best deal on the car you really want. Don't be dazzled by the dealer's interest rates, which may only be available on some models or may affect the final price your receive. Here's a quick tip about shopping around for financing before you head to a new car showroom.
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Sooner Rather Than Later

Putting off saving is easy to do. And yet, many people need to save for retirement, funding college expenses or other financial goals. This article explains some of the ways to get disciplined about saving, as well as some examples of why it is better to get started sooner rather than later.
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The Wonder of Compound Interest

One of the wonders of the financial world is compound interest. It simply means you earn interest on your interest and helps you save more for the future. Here is an easy way to estimate relatively accurately the impact of different interest rates over different periods of time.
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Every day, CPA firms need to reach beyond the basics. Unless your clients speak with a sales person every time they call your office, they probably don't know all of the value-added services you offer. With a BizActions CPA email newsletter, you can connect your clients with your value-add services: financial planning, estates and trusts, 401k plans and administration, employee benefits, financing and banking, payroll taxes, bookkeeping, audits and compliance services, litigation support, forensic accounting, human resources and any other services and products that may help you boost your bottom line. Learn more about BizActions’ industry-specific articles, niche content and CPA e-newsletters by scheduling a strategic Return on Marketing Investment review or call us at 866.240.8477 ext. 100.

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Financial Calculators

Dollar for dollar, there is no more cost-effective means of promoting your business than electronically. BizActions’ CPA email newsletters typically cost 90% less than print newsletters and you get immediate feedback. You can easily access real-time reports that show who is reading, how long they are reading and what they are reading. Those statistics allow you to track and gauge the effectiveness of your marketing investment, down to the impact of each and every article delivered. Add SEO enhancements for even more qualified CPA firm lead generation. Learn more about BizActions’ CPA e-newsletters by scheduling a strategic Return on Marketing Investment review or call us at 866.240.8477 ext. 100.

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Financial Checklists

Fill out these checklists to help you stay organized and less stressed over your finances.

BizActions is proud to offer a variety of resources, including financial checklists, for your CPA firm to offer your prospects and clients. Use our business and accounting resources to establish long-term relationships and cross-sell value-added services. BizActions’ CPA email newsletters educate and inform your clients and our online marketing SEO solutions help you establish your CPA firm as a go-to resource. Learn more about BizActions’ niche content and CPA e-newsletters by scheduling a strategic Return on Marketing Investment review or call us at 866.240.8477 ext. 100.

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Financial Worksheets

The Worksheets listed below are provided in both Microsoft Word and PDF formats.

BizActions offers financial worksheets and a myriad of other resources for your CPA firm to offer your prospects and clients. Establish long-term relationships and cross-sell value-added services with BizActions’ CPA email newsletters and online marketing SEO solutions. Learn more about BizActions’ niche content and CPA e-newsletters by scheduling a strategic Return on Marketing Investment review or call us at 866.240.8477 ext. 100.

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Financial Q&A

What Does The Term “Tax Bracket” Mean?

You aim to reduce your tax bill per year, but it's hard to understand the constantly evolving and convoluted tax laws. But there's a simple trick that can guide you -- understanding your tax bracket. Read more to see what your tax bracket is and what it really means.

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What Is The Best Way To Save For College?

With college costs rising constantly, parents have to be extremely conscientious about planning for their child's future. But what are the best ways to save, with a huge bevy of financial choices available? This article gives some practical advice and may reveal new financial resources you may not have known about.

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Should You Refinance Your Home Mortgage?

The decision to refinance depends on many factors, including the current interest rate compared to the rate you are already getting, the type of loan you have now and the added cost of securing a new loan, and more. If the loan you have now is one you don't feel you can live with for the long term, refinancing might be a good option. Keep reading for a breakdown of points to consider when making this important decision.

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Which is Better – A 15 Year or 30 Year Fixed Mortgage?

How to choose a mortgage? When thinking about a fixed-rate mortgage, 15 years and 30 years are both popular options, but what are the appeals of each? For some information that may surprise you on your financial options, click here.
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How Much Can I Expect to Receive From Social Security During Retirement?

You pay into Social Security your whole working life. But how much can you expect to get out of it when you do retire? With major changes in population demographics and benefit distribution, it's easy to get confused. Here's some clarity regarding how much you might get when you're ready to retire.

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Can I Ever Lose Money With a U. S. Government Bond?

Any investment carries risk, but what if you invest in the U.S. Government? Bonds issued by the government seem secure, but it is possible to get a bad return for your investment. To find out more information about how you can maximize your bonds, look here.

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BizActions offers several solutions for CPA firms to use to help establish long-term relationships with clients and prospects. Let your clients test their financial knowledge with these Q&A, or include educational and informative financial and accounting content in your CPA email newsletter. Learn more about BizActions’ e-marketing solutions, niche content and CPA e-newsletters by scheduling a strategic Return on Marketing Investment review or call us at 866.240.8477 ext. 100.

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Financial Factoids

BizActions provide e-marketing solutions for CPA firms to help establish long-term relationships with clients and prospects. Provide interesting financial facts and include educational and informative professionally-written financial and accounting content in your CPA email newsletter. Learn more about BizActions’ e-marketing solutions, niche content and CPA e-newsletters by scheduling a strategic Return on Marketing Investment review or call us at 866.240.8477 ext. 100.

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Schedule a Strategic ROI Review

Know that your marketing dollars are being prudently and productively spent. We have multiple solutions to help you demonstrate true Return On Marketing Investment (ROMI). Ready to see exactly how BizActions can help you build your business one impression at a time? Schedule a strategic meeting where we will demonstrate your expected return on marketing investment by implementing the BizActions suite of dynamic and integrated e-marketing solutions for CPA firms.

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Online Resource Library - BizActions | Potomac, MD | All Rights Reserved.
Why Do Accounting Firms Use BizActions?
CPA firms require a consistent and reliable stream of new business to sustain and grow revenues. Our strategic solutions for client communications and lead generation, including our proprietary CPA email newsletters, are proven and effective because they work together toward the same goal. For over ten years, BizActions has been helping CPA firms just like yours dispense valuable information, including tax and legislative updates, generate and identify new leads, enhance your brand, improve your visibility and extend your reach, retain clients and establish long-term relationships, measure your effectiveness and return on marketing investment and grow your business. We specialize in CPA email newsletters and accounting firm marketing and have multiple solutions for Lead Generation, e-Newsletter and Email Communications, Client Retention, Business Growth, Cross-Selling, and Accounting e-Marketing. Schedule a complimentary strategic review of your return on marketing investment and let BizActions help you build your business one impression at a time.

BizActions is proud to be the largest provider of digital newsletters for CPA and professional service firms in the country. We deliver professionally-written and custom branded CPA e-newsletters to millions of recipients in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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