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Email / print marketing newsletters, tax guides, content and 
consulting services that turn potential into profit

PDI Global offers a wide range of content, marketing, and management solutions for accounting firms, law firms, banks and financial service providers:

Marketing newsletters

  • Personalizable email and print newsletters for more than 30 niches
  • Custom articles and newsletters, written and designed for your specific needs

Content for newsletters, Websites, emails and other communications

  • Online Content Store with electronic articles on accounting, business, tax, law, financial and industry-specific subjects
  • Tax and Accounting Alerts on timely topics and important developments

Client tax guides and seminar program

  • Annual tax planning guide in online, email and print formats
  • Personalizable pocket tax rate card
  • Tax Seminar-in-a-Box PowerPoint® presentation

Management and marketing consulting

  • Strategic and succession planning, merger and acquisition advisory services, compensation and governance, managing partner consulting
  • Executive search services for managing partner, partner, manager, CFO, COO, CMO and other firm leaders
  • Social media marketing, marketing plans, proposal and collateral audits, outsourced marketing, copywriting and design services

Since 1980, PDI Global, Inc. has helped thousands of accountants, attorneys, banks, insurers and other professionals achieve their growth and profitability goals. We invite you to navigate around our site to see the many ways we can help increase your success.

Online Tax Guide

Client Year End Online Tax Planning Guide

Electronic Online Newsletter