Black Friday Sequence for Accountants Email Guide
Why Black Friday Sequence Emails Fail for Accountants (And How to Fix Them)
Your client just signed up for a Black Friday deal from another firm. You realize you missed an opportunity to connect with them, and grow your own practice.
Many accountants find themselves overwhelmed during peak seasons, struggling to communicate effectively with clients about special offers or critical updates. The constant demand for billable hours often pushes proactive marketing to the back burner, leaving potential revenue untapped.
Imagine a sequence that cuts through the noise, securing new clients or upselling existing ones, all while you focus on essential work like quarterly reviews or client onboarding. This isn't about deep discounts; it's about strategic value.
These templates are designed to do just that. They're ready-to-use to maximize your client engagement this Black Friday, without adding to your workload.
The Complete 5-Email Black Friday Sequence for Accountants
As an accountant, your clients trust your recommendations. This 5-email sequence helps you introduce valuable tools without sounding like a salesperson.
Email 1
Introduce the topic
Hi [First Name],
Black Friday isn't just for retail. It's a prime window for you to offer unique value to your clients, secure new ones, or encourage upgrades to higher-tier services.
But how do you cut through the noise when everyone else is shouting about consumer deals? The key is to frame your offers in a way that resonates with their financial needs, right when they're thinking about year-end.
This isn't about a frantic sales push. It's about strategic communication that positions your firm as a proactive partner, ready to help them maximize their financial health.
Think about the solutions your clients truly need as the year closes. This Black Friday, you have an opportunity to deliver them.
Best, [YOUR NAME]
This email uses cognitive reframing by challenging the traditional perception of Black Friday. It introduces an unexpected opportunity for accountants, creating curiosity and positioning the upcoming content as a unique solution to a previously unrecognized problem.
Email 2
Build interest
Hi [First Name],
You’re an accountant. Your time is literally money.
Every minute spent on manual marketing tasks, drafting individual offers, or chasing down communication consumes precious billable hours. Missing out on the Black Friday window means leaving potential revenue on the table.
But the thought of adding another marketing project to your already packed schedule during tax season preparations can feel impossible. Imagine a system that handles the communication for you, freeing you to focus on client work.
A way to proactively engage, educate, and offer value without the manual grind. It’s about working smarter, not harder.
This Black Friday, you can transform how you connect with clients, turning non-billable marketing into a strategic asset.
Best, [YOUR NAME]
This email uses the pain-point amplification technique. By highlighting the direct cost of inefficient marketing (lost billable hours), it intensifies the problem and creates a strong desire for a solution that promises efficiency and increased revenue.
Email 3
Provide value
Hi [First Name],
What if you could proactively offer your clients solutions that save them money or simplify their finances, right when they're thinking about year-end? This Black Friday, you can.
Imagine a pre-written sequence of emails designed to educate, offer value, and drive action. It could be a discounted quarterly review, a special offer on QuickBooks or Xero setup, or an incentive for early tax season planning.
This isn't about deep discounts; it's about strategic offerings. For example, a free Chart of Accounts audit for new clients who sign up for a year of [PRODUCT NAME] could be incredibly valuable.
These templates provide the structure. All you need to do is plug in your specific offer, and let the sequence do the work.
Your clients will appreciate the foresight.
Best, [YOUR NAME]
This email employs the principle of 'future pacing' by painting a clear picture of a desirable future state (proactive, valuable communication). It provides a glimpse of the solution (pre-written sequence) and tangible examples, making the abstract concept feel concrete and attainable.
Email 4
Address concerns
Hi [First Name],
You might think Black Friday deals are unprofessional for an accounting firm, or that your clients won't respond. Many accountants share this concern, believing it's just for retail.
But done right, a strategic Black Friday offer can build immense loyalty, attract new business, and position your firm as modern and proactive. This isn't about slashing prices, but about offering focused value.
Consider offering a discounted client onboarding package that includes a complimentary review of their existing systems like FreshBooks or Gusto. Or perhaps a limited-time bundle for tax planning and a year of [PRODUCT NAME] for compliance.
These are high-value offers that your clients actually need, presented in a timely manner. It transforms the perception from 'deal' to 'smart financial decision.'
Best, [YOUR NAME]
This email uses an 'objection handling' strategy. It anticipates and directly addresses common reservations accountants might have, then reframes the perceived negative (unprofessional deals) into a positive (strategic value), building trust and reducing resistance.
Email 5
Call to action
Hi [First Name],
This Black Friday, you have a choice: either watch opportunities pass you by, or strategically engage your client base with offers they genuinely value. The time to act is now.
These pre-written email templates, designed specifically for accountants, make it simple to launch your Black Friday sequence without the usual marketing headache. Imagine securing new quarterly review clients, upselling existing ones to comprehensive tax planning, or integrating more clients onto tools like TaxDome or [PRODUCT NAME].
All with minimal effort on your part. Don't let another year-end pass without using this powerful window.
Grab the templates, customize your offer, and connect with your clients strategically.
Best, [YOUR NAME]
This email employs 'urgency and scarcity' combined with a clear 'call to action.' It uses the limited-time nature of Black Friday as a natural driver for action, while reiterating the ease and benefits of the solution to overcome inertia and prompt immediate engagement.
4 Black Friday Sequence Mistakes Accountants Make
| Don't Do This | Do This Instead |
|---|---|
✕ Only communicating with clients during tax season or quarterly reviews. | Maintain consistent, year-round communication with valuable insights, proactive advice, and timely offers to build stronger relationships. |
✕ Spending too much time on manual data entry or repetitive administrative tasks, limiting billable hours. | Automate routine processes using tools like QuickBooks, Xero, or [PRODUCT NAME] to free up valuable time for high-value client work. |
✕ Failing to clearly define service offerings and pricing for new and existing clients. | Create clear, tiered service packages with transparent pricing, making it easier for clients to understand value and choose the right fit. |
✕ Not proactively educating clients on new tax laws, software updates (e.g., Gusto, FreshBooks), or financial strategies. | Regularly share educational content and host webinars to position your firm as a trusted expert and provide ongoing value beyond compliance. |
Black Friday Sequence Timing Guide for Accountants
When you send matters as much as what you send.
Email 1
Introduce the topic
Email 2
Build interest
Email 3
Provide value
Email 4
Address concerns
Email 5
Call to action
Adjust timing based on your specific needs and audience.
Customize Black Friday Sequence for Your Accountant Specialty
Adapt these templates for your specific industry.
Small Business Accountants
- Offer year-end tax planning packages with a bonus Chart of Accounts review for new clients.
- Promote discounted QuickBooks or Xero setup and training for businesses looking to simplify their finances.
- Provide a 'first quarterly review free' incentive for new client onboarding to demonstrate your value.
Tax Specialists
- Run an 'early bird' special on tax preparation services for the upcoming tax season.
- Offer a 'tax season readiness' review package, including a consultation on potential deductions.
- Bundle tax planning services with a [PRODUCT NAME] subscription for enhanced compliance management.
Bookkeepers
- Offer a discounted initial Chart of Accounts cleanup service for businesses with messy books.
- Promote a bundled service of monthly bookkeeping with Gusto payroll setup for new clients.
- Provide discounted FreshBooks or Xero subscription integration and initial setup support.
CPAs
- Offer a strategic business advisory session package at a special Black Friday rate.
- Promote advanced compliance reviews, potentially integrating with TaxDome or [PRODUCT NAME] for efficient document management.
- Bundle a comprehensive financial health check-up with a discounted ongoing quarterly review service.
Ready to Save Hours?
You now have everything: 5 complete email templates, the psychology behind each one, when to send them, common mistakes to avoid, and how to customize for your niche. Writing this from scratch would take you 4-6 hours. Or...
Get Your Accountants Emails Written In Under 5 Minutes.
You've got the blueprints. Now get them built. Answer a few questions about your accountants offer and get all 7 emails written for you. Your voice. Your offer. Ready to send.
Stop guessing what to write. These are the emails that sell accountants offers.
One-time payment. No subscription. Credits valid 12 months.