StoneBrief keeps your best clients close — a quarterly publication under your firm’s own name, plus fall planning invitations and a year-end card, written and produced by us. One program that keeps your firm in front of your book all year.
They don’t leave over price, or over the quality of the work. They leave the firm that goes quiet between filings.
Start with what clients actually say when they leave — then follow it to how often it happens, and what separates the firms it doesn’t happen to.
Ask clients why they left an accountant and the same answer comes back first: they felt unheard. Price sits near the bottom of the list. The thing that actually holds a client is the thing most firms can never find the time to do — stay in touch when nothing is due.
Firms track new-client acquisition obsessively and the back door almost never. Attrition doesn’t arrive as a crisis or a line item — it shows up only as growth that should have come faster than it did. The clients most likely to slip are the ones you haven’t spoken to since the last filing.
The economics of loyalty are settled, and they’re lopsided. Keeping a client costs a fraction of winning one, and small gains in retention compound into outsized profit. A single business-owner relationship is worth years of fees — the program defends a whole book of them for a fraction of what one of those relationships is worth.
Editorial-grade tax and planning content, written for your business-owner clients and updated each quarter for current law. Every issue is reviewed by credentialed tax professionals before it mails, then customized with your firm’s brand, a partner’s letter, and your contact information.
Magazine-quality print, mailed directly to your full client list.
The publication is what your clients hold. The program is what it does to your year — four issues that keep you present, a fall campaign that fills your calendar, and a close to the year in your firm’s name.
And at signing, an announcement letter goes out under your name — so your clients hear from you within the first weeks, before the first issue arrives.
Your firm provides the brand and the review. We handle everything else. There is no platform, no dashboard, no monthly check-in to schedule. Four times a year a proof arrives, you review it, and a few weeks later your clients receive a printed publication under your firm’s name — with the fall invitations and year-end card handled on the same calendar.
If our publication reached your firm, you’ve already seen exactly what your clients would receive — under your name, all year. A short call is the fastest way to see how the fall calendar would work for your book, what a first issue would look like, and exact pricing for your client count.
A printed sample arrives at your firm’s address within roughly a week. We’ll follow up once after to ask whether it landed and answer any questions. If you’d rather not hear from us beyond that, just say so.
We’ll confirm by email within one business day. Your sample will follow by post.