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If you're a CPA, tax strategist, or financial advisor looking to grow your business, it's time to stop chasing cold leads—and start automating conversions. At Wealthy Clients, we specialize in CPA email marketing, delivering tailored email automation for financial firms across the U.S. Whether your firm is buried in 1040s during spring or shifting to planning mode during summer, email can work for you—nurturing leads, reactivating past clients, and delivering consistent value.
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We don’t send generic newsletters. We build strategic email systems that are goal-driven and tailored for financial firms and tax professionals:
Make a strong first impression with a series that builds trust and sets expectations.
Missed calls, unsigned docs, or no-shows? We’ve got flows to bring them back to your inbox.
From January filing reminders to October extension notices, we time everything for peak impact.
Get past clients back on the books with smart, timely outreach.
Target business owners, individuals, or HNW clients with messaging they actually care about.
Automated reminders keep clients on track and your calendar full.
Turn silence into sales by warming up prospects who ghosted after a consult—with zero manual follow-up.
Trigger timely emails that promote audits, planning, or entity restructuring—right when clients are most likely to say yes.
At Wealthy Clients, email automation isn’t just a tool—it’s a partnership. Our clients don’t just get campaigns; they get results, clarity, and momentum.
Here’s what working with us really means:
Your firm’s growth doesn’t need more noise—it needs a partner that helps you turn email into ROI. Ready to launch smarter campaigns? Let’s talk.
Unlike generalist marketers, we focus exclusively on the tax and finance niche. That means:
We’ve tested our emails across tax seasons, economic shifts, and client types. The result? Templates and tactics that consistently book calls and close business.
We assess your audience and offers to build the right sequences.
We write every email, build every workflow, and segment your list.
We connect to your CRM, lead forms, and media campaigns.
Our proven process converts cold clicks into booked appointments. We focus on delivering high-quality leads that drive revenue growth for your financial practice.
Define your goals and priorities
Quick form to see if we’re a good match—no commitment, no fluff.
Get honest about your current habits
In our Demo Call, we don’t pitch — we reveal. See your brand's future come alive with a strategic preview of what’s possible.
Uncover trends in your behavior
We map out your full strategy, timelines, and gather what we need to build your engine.
Make changes that stick
Once we’re locked in, we onboard and begin building. Every word, pixel, and process is crafted to elevate your brand to its sharpest form.
Keep your plan alive
We go live — then go further. With continuous refinement and smart optimization, your brand doesn't just grow — it evolves.
Take the first step towards transforming your financial practice with our complimentary strategy session. Discover tailored solutions that drive results and maximize your ROI.
Generated For Clients
Firms Helped
Years experience
We know this is an important investment. Here are answers to the most common questions from clients who were once in your shoes — so you can move forward with clarity and confidence.
Our standard sequences include 5–7 emails per journey (welcome, follow-up, reactivation, etc.), fully customized for your firm.
Yes! We tailor messaging for planning season, audits, Q3 tax prep, and more.
Perfect! We’ll clean, segment, and turn your list into a lead-generating machine.
Absolutely. We recommend pairing emails with paid media for maximum impact.