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LET ME TELL YOU ABOUT US:

We are a financial services company comprised of three separate businesses. We operate a CPA Firm, a payroll processing business (think ADP and Paychex) and a Wealth Management Company (Investment Advice & Insurance)

HERE IS WHAT WE NEED:

We would like to include in all of our outgoing products, mail, invoices, bills, etc a 3x5 card that asks our contacts to "care enough to share" our great services with a friend or associate.

On one side I'd like something to catch someone's attention with a creative theme that asks for them to refer. On the back side I'd like (again creatively) that we will offer the referred person:

CPA firm card - One free hour consultation to discuss tax and business strategies to increase profits & reduce taxes.

The payroll card - offer a free review their current payroll procedures and to provide them with alternatives and a quote.

Wealth Management - Offer to perform a free portfolio review, a free life insurance assessment or provide a health insurance quote.

The front of the cards can be the same, but I'd like the free offer to be different for each company.

OUR TARGET AUDIENCE IS:

Small Business - typically 20 million and less in annual revenues

WE LIKE THESE DESIGNS:

Something fun - cause you know us CPAs we are just a blast at parties!

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