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Accounting Firm Generates $20K in Booked Services with Business Tax Mailer Campaign
The Challenge
This CPA firm wanted to connect with business owners who were facing tax season stress — including needs around filings, audits, IRS notices, and resolution cases. Their goal was to communicate trust, urgency, and professional expertise.
The Strategy
They mailed 4,800 postcards using the bold headline “Need Your Business Taxes Prepared?”, combining a clean office image with urgent messaging and a visible checklist callout. OMNI REACH used AI targeting to focus on business owners, entrepreneurs, and high-income households in need of financial organization. Facebook and Google ads used direct CTAs for audit defense, corporate tax filings, and free consultations.
The Results
The campaign generated 52 responses — 38 tracked calls and 14 QR checklist downloads. They secured 30 new business clients, resulting in $20,000 in billed revenue. Digital ads produced 14,900 impressions and 269 clicks, many of whom returned to the checklist or booking form later.
Key Takeaways
The campaign performed best with LLCs and small corporations who value audit readiness
The checklist QR scan added value and improved response rates
Clients appreciated the multi-service messaging (prep + audits + resolution)
This campaign produced a higher average ticket value than prior B2C postcard efforts
Customer Reviews
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