StoneBrief keeps your best clients close — a quarterly publication under your firm’s own name, written and produced by us, that puts your firm in front of your book four times a 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 program that keeps even one business-owner relationship from drifting has already paid for itself — many times over.
Editorial-grade tax and planning content, updated each quarter for current law. Three editions tailored to distinct client profiles. Each customized with your firm’s brand, a partner’s letter, and your contact information.
Magazine-quality print, mailed directly to the recipients you provide.
Each edition addresses a distinct client profile. Most firms select one. Some alternate across quarters or maintain segmented lists for two or three.
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.
If our publication reached your firm, you’ve already seen exactly what your clients would receive — under your name, four times a year. A short call is the fastest way to see how it would work for your firm, and to have your first issue in production this quarter.
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.