New Year Sequence for QuickBooks Consultants Email Guide
Why New Year Sequence Emails Fail for QuickBooks Consultants (And How to Fix Them)
Your calendar is full, but your profit margins aren't where they should be. Many QuickBooks consultants find themselves stuck in a cycle of reactive work, constantly putting out fires instead of proactively building their business.
You're trading hours for dollars, and the growth you envisioned feels distant. This isn't a problem with your skills; it's a problem with how you engage your audience and position your services for the future.
A well-crafted "New Year Sequence" changes this. It shifts your focus from chasing leads to attracting the right clients who value your expertise.
It helps you articulate your solutions, nurture relationships, and inspire action at a time when your audience is most receptive to change. The templates below provide a strategic framework to guide your clients and prospects towards a more profitable and organized year, with you as their trusted advisor.
The Complete 4-Email New Year Sequence for QuickBooks Consultants
As a quickbooks consultant, your clients trust your recommendations. This 4-email sequence helps you introduce valuable tools without sounding like a salesperson.
The Reflection
Help them review the past year and identify gaps
Hi [First Name],
The new year is almost here, and it's natural to look back. Think about your past year.
Did you achieve the growth you wanted? Did you attract the ideal clients you envisioned?
Were there moments you wished you had more clarity, better systems, or simply more time? Many QuickBooks consultants face similar questions.
It's easy to get caught in the day-to-day, letting reactive tasks dictate your schedule. But true growth comes from intentional reflection and identifying those hidden bottlenecks.
Consider the recurring issues, the clients who drained your energy, or the opportunities you missed because you were too busy. Understanding these gaps is the first step towards a different future.
Tomorrow, we'll explore how to turn these reflections into a powerful vision for your firm.
Best, [YOUR NAME]
This email uses the psychological principle of "retrospection and identification". By prompting the reader to reflect on past pain points and missed opportunities, it creates a cognitive dissonance between their current state and their desired state. This internal tension primes them for seeking solutions.
The Vision
Paint a picture of what their next year could look like
Hi [First Name],
Yesterday, we reflected on the challenges of the past year. Now, let's look forward.
Imagine your next year. What if your CRM was perfectly organized, your email marketing tools brought in qualified leads consistently, and your scheduling software made client onboarding effortless?
What if you spent less time on compliance and more time on strategic advising? Picture a year where you're not just managing books, but truly transforming client businesses.
A year where your services are highly valued, your fees reflect your expertise, and you have the freedom to choose projects that excite you. This isn't just a dream.
It's an achievable reality when you align your services with what truly drives client results and simplify your internal operations. It starts with a clear vision and the right support.
Soon, I'll share how you can bridge the gap between where you are and this powerful vision.
Best, [YOUR NAME]
This email employs "future pacing" and "desire amplification". By vividly describing an idealized future state free from their current frustrations, it engages their imagination and strengthens their desire for change. It creates a positive emotional association with the potential for improvement.
The Fresh Start
Present your offer as the catalyst for change
Hi [First Name],
You've reflected on last year, and you've envisioned a better one. Now, it's time to make it real.
Introducing the [PRODUCT NAME] for QuickBooks Consultants: Your comprehensive guide and toolkit to transforming your firm in the new year. This solution is designed to help you: • simplify client onboarding and management. • improve your service offerings for higher-value clients. • Implement effective marketing strategies using your CRM and email tools. • Gain clarity on pricing and profitability for all your services.
This isn't just theory. It's a practical framework built on years of experience, providing you with the exact steps and resources to achieve your vision.
Stop reacting to problems and start proactively building the firm you've always wanted. Ready for a fresh start?
Find all the details here: [LINK TO OFFER]
Best, [YOUR NAME]
This email acts as the "solution introduction" and "bridge to transformation". It directly connects the reader's identified problems and desired future to your specific offer, positioning [PRODUCT NAME] as the essential tool for achieving that transformation. It uses the recency of their reflection and vision to drive action.
The Momentum
Create urgency before New Year motivation fades
Hi [First Name],
The excitement of a new year, with all its possibilities, is powerful. But we both know how quickly that initial motivation can fade if not acted upon.
Remember the vision you created? The organized CRM, the consistent leads, the high-value clients?
That future is within reach, but only if you take decisive action now. Many consultants promise themselves change, but few actually implement it.
The [PRODUCT NAME] is designed to give you that immediate momentum, providing clear steps and systems so you don't get sidetracked by old habits or new distractions. Don't let this opportunity slip away.
The tools and strategies inside [PRODUCT NAME] will keep your firm moving forward, ensuring your goals for the new year become a reality. This is your chance to solidify your commitment.
Secure your path to a more profitable year today: [LINK TO OFFER]
Best, [YOUR NAME]
This email utilizes the "urgency principle" and "fear of missing out (FOMO) on progress". It acknowledges the common pitfall of waning motivation and positions the offer as the immediate solution to sustain momentum. It subtly implies that inaction will lead to regression, compelling the reader to act while their motivation is still high.
4 New Year Sequence Mistakes QuickBooks Consultants Make
| Don't Do This | Do This Instead |
|---|---|
✕ Focusing solely on compliance work (tax prep, bookkeeping) and not offering higher-value advisory services. | Proactively identify client pain points beyond compliance and develop specialized advisory solutions (e.g., cash flow forecasting, budgeting, software integration consulting) that drive tangible results. |
✕ Relying on word-of-mouth referrals without a proactive marketing strategy. | Implement a consistent content marketing plan, utilize email marketing tools to nurture leads, and actively seek out networking opportunities with complementary service providers. |
✕ Not properly segmenting clients in their CRM, leading to generic communication. | Categorize clients by industry, service needs, or growth potential within your CRM, then tailor communication and service offerings to their specific challenges and goals. |
✕ Underpricing services due to fear of losing clients or lack of confidence in value. | Conduct a thorough cost analysis, understand the true value you provide, and confidently price your services based on the results and expertise you deliver, not just hours worked. |
New Year Sequence Timing Guide for QuickBooks Consultants
When you send matters as much as what you send.
The Reflection
Help them review the past year and identify gaps
The Vision
Paint a picture of what their next year could look like
The Fresh Start
Present your offer as the catalyst for change
The Momentum
Create urgency before New Year motivation fades
Start the last week of December, peak on January 1st.
Customize New Year Sequence for Your QuickBooks Consultant Specialty
Adapt these templates for your specific industry.
Beginners
- Focus on mastering core QuickBooks functionalities and certifications before expanding your service offerings.
- Start by offering foundational bookkeeping and setup services to build a client base and gain practical experience.
- Network with established consultants to learn best practices and potentially receive referral opportunities.
Intermediate Practitioners
- Specialize in a particular industry (e.g., e-commerce, construction) to become a recognized expert and command higher fees.
- Explore advanced QuickBooks integrations with apps like CRM or inventory management to offer more comprehensive solutions.
- Develop standardized workflows and client onboarding processes to improve efficiency and client experience.
Advanced Professionals
- Transition from hourly billing to value-based pricing models for your advisory services to increase profitability.
- Build a team or outsource administrative tasks to free up your time for high-level strategy and client acquisition.
- Position yourself as a thought leader by speaking at industry events or publishing articles on complex financial topics.
Industry Specialists
- Deepen your understanding of specific industry regulations, reporting requirements, and key performance indicators.
- Develop custom QuickBooks reports or dashboards tailored to the unique needs of your specialized industry clients.
- Collaborate with industry-specific associations or software providers to expand your network and referral sources within that niche.
Ready to Save Hours?
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