
quillandledgerYear-end doesn’t have to mean panic and cold coffee. Five things to sort before the deadline, in plain English.
Get the checklistProfessional Services
RevThread turns your expertise into marketing that answers real questions and builds trust. Reach relevant prospects, explain why your services matter and create a clear path to a consultation.
Your business signals
Your next opportunity
Book 12 year-end planning consultations.
Test two messages: a year-end checklist, and a general introduction to the firm.
What changes next
Build the next campaign around year-end planning and follow up opted-in prospects.
Year-end planning leads every piece; opted-in prospects receive a follow-up email.
Year-end, minusFive things to settle
before year-end.

Meet Quill & Ledger.
Learn moreAdquillandledger.example
Year-End Tax Planning | Quill & Ledger Accountants
Planning consultations for owner-run businesses. Book online.
Quill & Ledger
A year-end checklist for owners
A year-end checklist
for owners.
Quill & Ledger
You downloaded the checklist. What next?

What brought in business
What RevThread learnedThe checklist generated 11 consultation requests. The introduction generated two.
From your business data to a decision, a campaign, its results and a better decision next time. The checklist generated 11 consultation requests. The introduction generated two.
Marketing for your business
See professional-service content, ads, email and replies built around year-end planning consultations.

quillandledgerYear-end doesn’t have to mean panic and cold coffee. Five things to sort before the deadline, in plain English.
Get the checklistThree of the five.
quillandledgerThree of the five. The other two depend on how your business is set up, which is where we come in.
Book a consultation
quillandledgerA planning consultation is one hour with someone who has actually read your numbers first.
Book a timeYear-end is closer than it looks. A planning chat now is a lot calmer than one in the last week.

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Sponsoredquillandledger.example/year-end
Year-End Tax Planning | Quill & Ledger Accountants
Planning consultations for owner-run businesses. Book online.
You downloaded the checklist. What next?
Two of the five depend on your business.

Three items on the checklist are the same for everyone. The other two depend on your business, and that’s the part we’re good at.
Book a consultationFacebook message
We’re a two-person company. Is a planning consultation worth it at our size?
Helen A.
Reply, drafted for you
Honestly, it often matters more at your size, because every decision lands on the two of you. Let’s start with a quick conversation and see if there’s anything worth planning.
Quill & Ledger is an example business. Figures are illustrative.
Learning that changes the next move
See how the response to one campaign changes the focus, creative and channel choices in the next.
Business goal
Test two messages: a year-end checklist, and a general introduction to the firm.
What the results show
The checklist generated 11 consultation requests. The introduction generated two.
What changes next
Because the checklist brought the requests: build the next campaign around year-end planning, and follow up opted-in prospects by email.
The year-end checklist generated 11 consultation requests, compared with two from the firm introduction. RevThread builds the next campaign around that useful topic and prepares follow-up for opted-in prospects.
Get marketing built around your customers, your services and the growth you want to achieve.
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