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Accountant Marketing

For accountants and CPAs, targeted direct mail can reach quality prospects—from small business owners to retired couples—allowing you to focus on your current clients and business operations. Direct mail marketing can be a constructive and cost-effective way for any accountant to attract new customers to their business.


In today's world of comparison shopping and online services, accountants have to make themselves stand out in order to compete.  Targeted, timely mailings can be very effective at growing your firm and reengaging existing clients.


We present real-time information about an accountant's prospective clients and the most effective way to connect and notify them. Our goal is to drive individuals to your company, familiarize them with your name, and inform them about the need for your service.

Develop Your Brand Awareness

Accountants are relied upon as a strategic and trusted advisor. Now, in a world focused on digital touches, these qualities are challenged. Although we believe omnichannel marketing efforts are essential, accountants should convey their message through the most trustworthy outlets. To do that, Key Dynamics' campaigns focus on using one of the most trusted sources, personally addressed mail.

Marketing dollars are valuable, and we have developed sole-proprietary technology and processes to reach the correct people at the precise time. We are dedicated to increasing your awareness and clientele. So, to provide the best results, we work exclusively with one accounting company per region and do not partner with your competition.

For over a decade, Key Dynamics has analyzed and discovered that not all marketing can be treated equally. Each campaign brings separate challenges, and we devote a client relationship manager to test, interpret then implement the best method.

Our process is simple and effective.
Here's how it works:

It's All In

The Data

This is our bread and butter. You share your ideal target market, or we work to generate a record of people who you seek to communicate with. From there, our data team finds the solution to make your community outreach as targeted as possible.

Creative Process

We have extensive experience creating templates that compel your potential clients to open and react to your message. If you have successful marketing material, feel free to pass that along to us! We can easily adapt it to your campaign.

In The Right Hands

The campaign begins and we provide analytics on the success of the initial outreach. The desired target market will have action items to fulfill and will be prompted to connect with your company.



Together we review the outcome and continue to provide feedback on additional possibilities. We hone in on what works best for your target market and refine the work to yield the best results.

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