Content That Educates, Engages, and Converts
Blog posts that simplify complex topics and answer real questions. Newsletters that share updates and keep audiences connected. Long-form content built to serve a strategic purpose across industries—from tax preparation to luxury real estate to professional services.
2025/2026 Tax Reference Guide
Created a comprehensive tax reference guide for CPA firm clients featuring filing deadlines, tax rates, standard deductions, and year-round tax planning guidance. Designed as a lead magnet to drive newsletter signups and deliver immediate value to potential clients during tax season.
Deliverables:
Multi-page branded PDF tax reference guide
Client resources page design with gated content popup
Email automation sequence for guide delivery
Landing page copy and lead capture strategy
Social media content plan to promote the resource
Business Closure Checklist
Developed a comprehensive 5-page business closure checklist as a client resource and lead generation tool for a North Carolina-based CPA practice.
This project involved researching federal and multi-state business dissolution requirements, organizing complex tax and legal obligations into 12 actionable sections, and creating clear, accessible language for business owners navigating one of the most stressful decisions they'll face.
The checklist serves multiple purposes: immediate value for existing clients, a shareable resource that positions the firm as helpful rather than transactional, and an ungated download that drives organic traffic and referrals.
Deliverables included the full PDF guide, website copy for the client resources page, and promotional content for newsletter, social media, and LinkedIn distribution.
Skills: Technical writing, tax research, document design, content strategy, client resource development
Blog Posts
A step-by-step guide that helps CPA clients navigate the onboarding process for secure document sharing, e-signatures, and payment processing. Written to reduce client support questions and improve portal adoption rates.
How to Sign Up for Our TaxDome Client Portal
Five Essential Reasons Loreto Stands Apart from Every Other Mexican Destination
SEO-optimized destination positioning content for luxury real estate. Highlights Loreto's unique combination of Pueblo Magico status, protected marine preserve, championship golf, and authentic culture—written to attract high-value international buyers considering Baja coastal properties.
What to Bring to Your First Meeting with a CPA
Educational content that prepares new clients for their first CPA appointment. Includes comprehensive checklists for income documentation, business records, and supporting materials—reducing back-and-forth and improving first-meeting efficiency.
The Truth About Mexican Coke (And Why It Matters Less Than You Think)
Conversational lifestyle content that debunks common expat misconceptions while subtly positioning Loreto's authentic food and drink scene. Written to engage potential buyers with approachable, honest content that builds trust and showcases local knowledge.
Newsletters
Tax Season Welcome Newsletter
Comprehensive monthly newsletter that combines client education, tax season preparation guidance, blog content highlights, compliance reminders, and community engagement (pet adoption spotlight). Designed to reduce client support questions while maintaining personal connection during high-volume tax season
Monthly lifestyle and real estate newsletter for luxury property buyers in Loreto, Mexico. Combines property reviews, local cultural insights (Virgin of Guadalupe celebrations), seasonal activity guides (hiking in December), vocabulary lessons, insider tips (chocolate clams), and community engagement (animal rescue spotlight). Designed to build connection with potential buyers and position Loreto as a lifestyle destination.
January Welcome Newsletter
November Year-End Planning Newsletter
Strategic year-end tax planning newsletter that addresses time-sensitive November decisions: Section 179 equipment purchases, holiday cash flow management, charitable donation documentation, and critical December deadlines. Includes service spotlight on WNC Tax Resolution and actionable financial planning guidance for small business owners.
February Whale Season Newsletter
Seasonal lifestyle newsletter highlighting Loreto's winter advantages: active whale watching season, ideal weather conditions, and outdoor living during northern winter months. Features property review (Casa Verde with en-suite bedrooms), practical money/currency guidance, temperature comparisons, and animal welfare updates. Designed to convert winter-weary readers into property tour bookings.