Tax Accounting Firm SaaS

Problem

A tax preparation and accounting firm offering both traditional accounting services and accounting SaaS faced challenges in scaling their outreach efforts. Their unique dual-service model required a strategy that could effectively communicate the value of their accounting services to businesses while also targeting other accounting firms for their software solutions. Past marketing efforts had struggled to generate consistent engagement, especially across geographically distinct markets like California and the UK. The firm also needed to determine the most effective call-to-action (CTA) for their target audience.

Solution

The accounting firm partnered with B2B Rocket to design and execute a targeted outreach campaign. The solution included:

1. Reply-Based Email Campaigns
   The firm adopted B2B Rocket’s traditional reply-based approach, using plain-text, personalized emails to connect with prospects in California and the UK. Messaging was tailored to highlight:some text
   • The firm’s expertise in tax preparation and accounting services for small businesses.
   • The value of their SaaS platform for improving efficiency and streamlining operations for other accounting firms.
2. Segmented Targeting
   Using advanced segmentation, the campaign targeted SMBs in California needing tax services and accounting firms in the UK that could benefit from the SaaS offering. This ensured tailored messaging for each audience.
3. Multi-Touch Outreach
   Each prospect received up to three follow-up emails to maximize engagement, maintaining relevance and visibility over time.
4. Real-Time Analytics and Adjustments
   Performance metrics were tracked to identify what resonated with each audience. Based on early insights, the team pivoted to focus exclusively on reply-based CTAs, which outperformed landing pages for this client’s niche.

Results

The campaign delivered:

• 4,860 unique prospects contacted out of the monthly target of 6,000.
• 14,581 emails sent, including follow-ups across three touchpoints.
• 627 total email responses, demonstrating strong engagement.
• 31 prospects expressed interest in learning more or booking a call.

The reply-based approach proved to be significantly more effective than landing pages, driving meaningful conversations and qualifying leads for both their accounting services and SaaS product.

Conclusion

B2B Rocket’s platform enabled the accounting firm to achieve targeted, scalable outreach across distinct geographic and service markets. The reply-based approach allowed for personalized, high-touch engagement, effectively converting interest into actionable opportunities. By focusing on tailored messaging for each segment, the firm successfully expanded its client pipeline for both its accounting services and SaaS solutions. This case study highlights the value of a dual-focus outreach strategy in industries with diverse service offerings.