14 Ideas for Tax and Financial Service Promotional Products
Promotional giveaways fit for tax season
Tax preparers, CPAs (certified public accountants), and bookkeepers all know tax season never really stops.
January 1 through April 15 is crunch time for you. That's when everything you do throughout the year for your clients adds up.
A great accountant is on top of those numbers all year long.
Small business owners have unique needs because of their particular financial and reporting situations. They are filing quarterly returns and forwarding state taxes monthly. Large corporate clients have special requirements for filing deadlines as well. Both clients will keep you busy and paid all year long.
That's why it's essential to have good marketing throughout the year. Use promotional products to bring new clients to your office whenever they need your services. Promotional products will also remind them of your talks about their future financial needs.
Note: Order your promotional products now for your 2023 marketing and filing timelines. The supply chain slowdowns may affect when customized products arrive—order in December to ensure January arrival.
What promotional products should accountants give to clients?
It's a good idea to give clients products they'll keep on their desks and use throughout the year. The right custom product reminds them of their trust in you and your help with sensitive financial issues.
Inexpensive promotional giveaways — like custom pens, printed stress balls, and promotional letter openers — are a good start for your business marketing plan.
Consider getting higher-end gifts for your larger customers. You can also offer a customized product to anyone who refers new clients to you or give a promotional gift during the first consultation meeting. High-end promotional products include customized stainless steel water bottles or engraved wireless charging phone stands.
Determine which promotional gift is the best fit for your customer base. Then, have them on hand, ready for those meetings.
When should you give your gifts?
Offer clients products branded with your logo and contact information after every appointment. Present them with a thank you giveaway when you send off their returns. Small gifts remind them of the care you give them throughout the year.
You can also sponsor a financial education event. These are a perfect time to distribute branded pens or other small items. If you get any new clients, give them a custom gift during your consultation as a thank you.
When a client refers other businesses to your office, you should give them a personalized thank you gift. They will appreciate the recognition, and it helps to build trust. We'd suggest putting a gift package together. Fill branded water bottles with your other giveaways and send them in the mail.
Who should give out promotional products for financial services?
Promotional products are crucial for nationally-recognized tax preparation services, larger firms working with many different clients, and small accounting shops.
Small accounting firms need to ensure the community knows about their services. Giving promotional products to new clients will help you grow your business.
Large firms with many accountants working with all kinds of businesses also need to promote their brand. As new companies sign on to your services, they want to know their business is appreciated. Corporate gifts branded with your logo help keep them loyal to you. It shows you recognize them as valued clients.
National tax preparation services may have several locations in your community. You'll compete with those locations for clients. Get your franchise more visibility with branded corporate gifts.
Hand out promotional pens, imprinted stress balls, or water bottles with your logo. You can also order custom products with your phone number, name, and web address. It's a simple but effective way to ensure visibility for your tax and financial services firm.
What are the best promotional giveaways for CPAs?
The best promotional products for tax professionals are things that stay on desks year-round. Read on to see our suggestions to help market your business:
Custom Coffee Mugs
There's nothing like a mug of coffee or a soothing cup of tea to get through the day. A good coffee mug keeps your coffee hot through virtual meetings or marathon spreadsheet sessions. Ceramic mugs also work for a cup of hot soup on winter nights when the returns pile up, and deadlines loom.
We have many styles of promotional coffee cups to choose from. Coffee and tea mugs offer large areas for your logo. They remain on desks, so your logo is always in front of clients.
Personalized Letter Openers
Even in our digital age, mailed documents are part of financial reporting. A letter opener is a home and office must-have. Clients stick magnet letter openers with logos to filing cabinets or refrigerators. When they use it, it reminds clients of the financial service professionals they rely on.
Customized letter openers with a built-in magnification panel can help your clients find the fine print on their documents. There are even custom letter openers with large front panels for your logo, name, phone number, and address.
Promotional Post-It Holder
If clients need to flag their documents or write themselves a reminder, ensure they use a Sticky Note holder from your firm. Many custom Sticky Note options are available that will remain on their desks for several filing seasons. Sticky Notes get used throughout the home as well.
We can print logos on each sticky note sheet. Or, put your logo on a reusable, customized note dispenser — seen again and again.
Customizable Stress Balls
Promotional stress balls have been around for nearly 30 years and are a favorite gift for accountants because, let's face it, tax and financial questions can be stressful. Squeezing a stress ball — or any shaped stress reliever — can help one focus on the issue at hand.
Put your logo on a custom stress ball to remind clients you help them not stress about their finances.
Promotional Calculators
It's easy to pull out a calculator for a quick math problem. There are also some convenient options like calculators built into padfolios. These are great for doing some fast multiplication during meetings while taking notes.
Does your firm work hard on being green? A solar-powered calculator is a nice touch and never needs fresh batteries.
Personalized calculators will remain on desks. When your clients and their co-workers see your name and logo, they will consider your firm when they need financial advice.
Customized Stapler
A stapler is a key tool that not everyone has in their home office or at their work desk. A customized stapler can help clients attach invoices to receipts — or any papers they need for reporting purposes.
Give clients a stapler branded with your logo. When a co-worker borrows it, they will also see your name. That co-worker will be sure to remember you at tax time.
USB People Flash Drives
We love our USB People line of custom-shaped flash drives. Logotech can create these custom, people-shaped flash drives for any gender, skin tone, and hair color.
These custom shapes will sit on clients' desks throughout the year because they are fun and functional. USB People are a neat conversation piece that gets offices talking about your brand.
Customized Phone Stands
Fewer workplaces object to employees using cell phones in the office. Many office workers must have their phones available to take calls. Cell phones have also completely replaced the landline for people working from home. Custom wireless charging phone stands ensure their phone battery stays ready throughout the day.
Consider your client's needs when choosing your promotional phone stand. Pick an imprint area — on the charger or the base — so customers will always see your logo.
Promotional Pens
Custom pens are one of the top promotional products for a reason. They are very affordable and portable. You can take a box of them to a community event or a pocket full of them to give out at the Chamber of Commerce mixer.
When a new business opens in your town and holds an open house, does your marketing department send a representative? Give them pens to hand out instead of a business card at these events. Or, give out both with all of your contact information.
Customers use promotional pens every day. That imprints your name into their minds.
Custom Business Card USB Drive
Promotional USB flash drives have become a standard for completing and storing your client's final paperwork. Business card flash drives (also called credit card flash drives) look sharp, can have your logo and contact information printed on them, and are easy to store in a fireproof safe.
You can leave a space on the shell to write in the year of those returns. It's also easier to sort through flash drives than a stack of paperwork.
We even have recycled plastic flash drives and recycled paper USB drives. If you are an eco-friendly office, using recycled promo products helps to reinforce that image with customers.
Promotional Desk Accessories
An organized desk can help one be more productive. Give your clients an upgrade from an old coffee mug to hold their pens, paper clips, and tape by giving them an attractive organizer set that contains everything. There are many options to help make desks more organized.
Does your firm operate a tax filing helpline? Consider putting that line on your custom products in addition to your local phone number.
Some customized desk sets offer several locations for your logo, phone number, and name. Take advantage of the space. Spread out your information to make it much more visible on office desks.
Personalized Fidget Cubes and Custom Fidget Spinners
Let us be honest. Tax season is stressful for the person running the numbers and the clients waiting to see the hit this year. A fidget cube or fidget spinner for their desk can help keep that stress at a minimum by distracting their brains for a few minutes.
Many of these customized fidget games offer multiple locations for a logo. Use that space to your advantage and place your logo on one side and contact information on the other. They will see them both each time they pick it up.
Sport Water Bottles
Drinking water helps reduce stress and muscle tension. Show you care about your client's health by giving a custom water bottle as a thank you gift for their business throughout the year. A high-end water bottle will keep their water cold all day long and sit on their desk to remind them they need to get up, stretch, and refill it.
Your company logo can be on both sides of most bottles. Clients might even take it to the gym or on their lunchtime walk, giving you more impressions throughout the day.
Custom Printed Rulers
Rulers are an old-school promotional product that everyone should have. These products are handy to have around the house for small projects. Clients keep personalized rulers for a long time because of their usefulness.
In offices, co-workers borrow rulers and see your logo on them. They will remember your company for their future tax and financial planning needs.
Are you ready to get your promotional products? Contact your Logotech Account Manager today and ask about promotional gifts for the finance industry. Order now to get an early start on deadlines and get ready to grow your client base.
