Checkpoint® Marketing for Firms

Employee Benefits Healthcare marketing solutions and employee benefits newsletters and articles

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Today’s business owners face a variety of challenges within the new employee benefit landscape. Many have had to make changes to their healthcare policies to remain compliant with the Patient Protection and Affordable Care Act (“ACA”). Additionally, businesses with an employer-sponsored retirement plan may need to file an annual federal return and receive an independent audit. Regularly distributing timely updates related to health care reform and employee benefits helps your clients stay on top of critical issues and showcases your firm as a trusted advisor.

Demonstrate your expertise by sharing compelling employee benefits articles and health care articles

Advisory communications are a vital element of your accounting firm’s client retention and prospect marketing strategies. We understand that your professional staff is more focused on client needs than on writing articles for your marketing and communication strategies – as they should be. Our employee benefits marketing and healthcare marketing solutions will help you develop deeper relationships with clients and attract better prospects, without taking billable time away from your staff.

We’ll help your CPA firm keep business owners and other important contacts up to date on complex accounting, reporting and compliance requirements with timely, meaningful, professionally-written employee benefits articles and health care articles about:

  • Tax impacts of plan design
  • Audits and compliance
  • Fiduciary responsibilities
  • Deferred compensation plans
  • ESOPs and profit sharing plans
  • Form 5500 filing requirements
  • Expense allocation rules
  • Minimizing ACA-related taxes
  • Planning strategies related to the ACA
  • Controlling organizational costs
  • Relevant IRS and other government-issued guidance
  • Reporting requirements
  • Results of ACA-related surveys
  • Updates on important ACA-related litigation

Become a valued resource by implementing effective employee benefits marketing solutions

We provide newsletters, guides and articles that enable your firm to quickly and easily brief your contacts on changes in legislation, rules and regulations that impact their benefits plans and remind clients about impending deadlines related to annual plan audits. Choose from several employee benefits newsletters, content solutions and other accounting marketing tools that may be posted on your firm’s website, blog, social media channels, and distributed to print or email newsletter recipients.

Expand your reach with impactful health care reform and employee benefits marketing tools

Employee benefits clients who are better informed through regular communications are more likely to succeed than those who are not. Consistent marketing and communication strategies continue the relationship-building efforts you began with your clients and help your accounting firm stay top of mind between in-person meetings.

What Our Clients Are Saying

“The quality and quantity of its content is the main reason we use Checkpoint Marketing for Firms. They’re very good at making complicated accounting and tax topics understandable to a lay person. Plus, their digital newsletter allows us to choose content from a variety of categories, so I can make the newsletter relevant to a dozen different niches. And when there’s a development that our clients should know about, they get out something about it right away. We just couldn’t do that as fast and well as they do.”

Cindy Scott, Director of Marketing
Jackson Thornton

We can help you determine which of our employee benefits and health care reform content marketing solutions will best meet your thought leadership and client retention objectives. Call us at 866.240.8477 or submit the form below and discover how CPA firm marketing tools enable you to connect with your clients, inform prospects and referral sources about your expertise, and help your niche practice areas thrive.

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