I would love to chat more about how we can help you Dear We met [list approximate time frame, such as last week] at the [event or location]. It was great to hear about [refer to something they said in your conversation]. Based on our conversation, I thought you might be interested in learning more about the services we offer at [your firm’s name]. [Your firm’s name] is based in…  Read more

Hey How’s business been? This is just a friendly reminder that [name event, such as tax time] is coming up again, and we’re currently booking our clients. If you’d like us to help you with your [name of event] or any other accounting activities, please reach out to let us know. We anticipate a busy season, so the sooner you get in touch with us, the better we can help…  Read more

Hi Thanks for choosing us as your accountant/bookkeeper. We love working with you and we’d love to have more clients like you. We rely on referrals from our clients to help us grow our business. With that in mind, is there anyone in your network you think we could help? If so, would you mind making an email introduction? Here’s a suggestion on what to say in the email: Hi…  Read more