Plum Direct Marketing

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Tax Preparation & Accounting Industry

Lead Generation. Brand Awareness.

Tax preparation & accounting professionals can grow their business using many marketing tactics. No matter what audience you wish to target, the anchor of accountant marketing is trust. The services we provide build trust with your potential clients, so that you can capture more leads and increase conversions



Direct Mail

List Generation

Graphic Design

Online Advertising

Web Design

Tax Services Website Mockup

Considering Motivations

When it comes to marketing your tax preparation or accounting services, we sell your prospects on the benefits. We start by defining your target audience’s motivations for wanting financial advice. People don’t want to pay someone to do their taxes; they want their taxes done. They don’t want to deal with the stress of filing their own taxes. They want to keep as much of their hard earned money as possible. Emotional appeal is necessary to convince prospects that the benefits of working with you will be worth the time and money spent. We apply this concept to each of the services we provide to financial professionals.

ROI Improvement Chart
Financial Seminar Postcard Examples

Direct Mail

Direct mail has proven to be one of the most effective marketing strategies for accountants. Plum has years of experience generating leads for tax preparation businesses with direct mail campaigns. We produce high-quality mailers with custom designs. Most tax preparers and accountants find that postcards are the most cost-effective way to get new clients.
Our campaigns are successful because we compile highly-targeted mailing lists that match your target audience. We deliver an enticing message to a relevant audience to ensure that you get the response you’re looking for without wasting money. Target by location, age, income, gender, ethnicity, or any combination. Using attractive designs and persuasive calls-to-action, our direct mail campaigns capture attention. They push prospects to make the call, schedule an appointment, or visit your website/landing page. Whatever actions you desire, our accounting direct mail campaigns can help.

Website Design

Your online presence is an essential part of your marketing strategy as a tax preparer. Our modern, mobile-responsive websites engage potential customers. We offer websites that generate leads, and build a trustworthy brand image. Plum designs websites equipped with the tools you need to grow your business and keep your clients coming back. We can customize your website with capabilities that increase conversions. Capabilities like online appointment settings or a blog. You can update your blog with engaging content and showcase your expertise. Communicate your value, collect leads, and convert more visitors with optimized content and calls-to-action that prospects can’t resist.
Responsive Site Mockups
Spencer & Company Landing Page

Landing Page Design

Landing pages boost conversions whether they be online or offline. Rather than send interested prospects from an advertisement or direct mail piece to your homepage, send them to a campaign-specific landing page. Here, there’s nothing to distract them from completing your desired action. Collect more leads, get more calls, and improve your campaign ROI with our custom landing pages.

Other Work

Contra Stationary for Branding

Contra Energy

Multi View of Lepage Insurance Website

LePage Insurance

Tea Set for From The Seoul

From The Seoul

Spencer and Company Magazine Ad

Spencer & Company

Marketing Solutions
That Work

Plum provides the comprehensive marketing services needed for tax preparing & accounting professionals to grow their businesses. From creative design and branding services to online advertising, we strategize to reach your target audience with the right message to influence action.

Request Direct Mail Samples