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Recent Issues

E-newsletter

Other tax and accounting marketing newsletters

Business consulting, tax and accounting services marketing newsletter for CPAs and advisors in online, email and print formats

To maximize flexibility, impact and cost-effectiveness, PDI Global’s Trendlines marketing newsletter is available as an online newsletter, email newsletter or print newsletter, as well as in a content-only version. Designed for accountants, business consultants and financial advisors, this bimonthly marketing newsletter gives you a proven way to:

  • Promote your business consulting, tax planning , accounting and assurance services to business owners, professionals, the self-employed, and other taxpayers,
  • Provide information that demonstrates your tax, accounting, audit and business expertise
  • Save time and money while achieving your client communication, lead generation, revenue and profitability goals, and
  • Keep in touch with clients, prospects, referral sources and the media.

To boost brand awareness and differentiate your firm from competitors, Trendlines can be branded with your firm’s logo and personalized with partner bios and other information. Each issue contains four professionally written articles on various business, accounting and tax topics, such as audits, internal controls, succession planning, tax planning, fraud, human resource issues and employee benefit plans.

Email / online / print business consulting, accounting and tax services marketing newsletter

The flexible online/email newsletter version of Trendlines allows you to change content and images, add partner bylines, and insert links to your website. The eight-page print newsletter version can be branded with your logo and customized with self-mailer and other information. This version is also available in PDF format to post on your website.

Trendlines target audience

  • Business owners and executives
  • Individual taxpayers
  • Clients, prospects and referral sources
  • Professionals and the self-employed

Trendlines representative topics

  • Business management issues
  • Audits and internal controls
  • Tax and financial planning
  • Strategic and succession planning
  • Retirement and employee benefit plans
  • Retirement and estate planning
  • Technology and accounting systems
  • Fraud and human resource issues

To view PDFs of Trendlines and our other tax and accounting marketing newsletters, click on the links in the sidebar at left. To learn more about PDI Global’s marketing newsletters programs, visit our newsletter landing page.

Proven business consulting and tax planning marketing newsletter

All PDI Global newsletters are licensed on a market-exclusive basis To subscribe to Trendlines, or to request a print sample or more information about this cost-effective marketing and client communications tool, email us or call 800.227.0498.