Would you endorse us with a testimonial?

Hi I’m reaching out to you because I’ve really enjoyed working with you, it’s clients like you that make this job worthwhile and rewarding! We’d really appreciate a testimonial from you that we will place on our website and social media. If you are interested, could you please email me with your feedback on working with us? Or to make it easier, I can call you and write down what…  Read more

Would you endorse us with a testimonial?

Hi I’m reaching out to you because I’ve really enjoyed working with you, it’s clients like you that make this job worthwhile and rewarding! We’d really appreciate a testimonial from you that we will place on our website and social media. If you are interested, could you please email me with your feedback on working with us? Or to make it easier, I can call you and write down what…  Read more

Would give us a Case Study?

Hi I hope you’re well. We’re looking to add case studies from our valued clients to our website and use them in our marketing. We’d love to interview you and get your feedback, is that alright? I’ll ask you a few questions about why you chose us, how you’ve found it working with us, and we’d love to hear about the results you’ve seen from our support. It should only…  Read more

We’d appreciate your Google review

Hi I’m reaching out to you because I’ve really enjoyed working with you over the last little while. Clients like you make this job incredibly worthwhile and rewarding. Google has become really important for how we continue to grow your firm name. I’d really appreciate it if you’d take a couple of minutes to leave us a rating on Google. Adding a couple of sentences of feedback would be an…  Read more

We’d appreciate your Google review

Hi I’m reaching out to you because I’ve really enjoyed working with you over the last little while. Clients like you make this job incredibly worthwhile and rewarding. Google has become really important for how we continue to grow your firm name. I’d really appreciate it if you’d take a couple of minutes to leave us a rating on Google. Adding a couple of sentences of feedback would be an…  Read more

Met you at [event]

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

Met you at [event]

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

Tax time is coming around again

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

Tax time is coming around again

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

Asking Clients for Referrals

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

Asking Clients for Referrals

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

Our holiday hours

Subject line: We’ll be closed between (date) and (date) Preview line: We hope you have a relaxing holiday, too! Hi (first name), It’s hard to believe it’s the holiday season once again! We’d like to extend a hearty thank you for all your support this year. Our firm will be closed from (date) to (date), and I hope you’re able to enjoy some downtime as well on this holiday. If…  Read more

Our holiday hours

Subject line: We’ll be closed between (date) and (date) Preview line: We hope you have a relaxing holiday, too! Hi (first name), It’s hard to believe it’s the holiday season once again! We’d like to extend a hearty thank you for all your support this year. Our firm will be closed from (date) to (date), and I hope you’re able to enjoy some downtime as well on this holiday. If…  Read more

Learn more about our virtual CFO services

Subject line: Are you ready to take your business to the next level? Hi (first name) At (firm name), we work with clients like you, to help them accelerate their growth, scale their operations and take their business to the next level. Our expertise lies in helping businesses in (industry or niche) grow their business, manage their cash flow and streamline processes so they can scale. Contact us today at…  Read more

Learn more about our virtual CFO services

Subject line: Are you ready to take your business to the next level? Hi (first name) At (firm name), we work with clients like you, to help them accelerate their growth, scale their operations and take their business to the next level. Our expertise lies in helping businesses in (industry or niche) grow their business, manage their cash flow and streamline processes so they can scale. Contact us today at…  Read more

Promote virtual CFO services

Subject line: Are you ready to take your business to the next level? Preview line: Learn more about our virtual CFO services Hi (first name) Do you feel you’ve got a full handle on your company’s finances? At (firm name), we work with clients like you, to help them accelerate their growth, scale their operations and take their business to the next level. We help you take your business from…  Read more

Promote virtual CFO services

Subject line: Are you ready to take your business to the next level? Preview line: Learn more about our virtual CFO services Hi (first name) Do you feel you’ve got a full handle on your company’s finances? At (firm name), we work with clients like you, to help them accelerate their growth, scale their operations and take their business to the next level. We help you take your business from…  Read more

Ready to grow your business?

Hi (first name) If you have a lot on your plate with limited hours to take care of everything, we’re here to help. Our Business Advisory services are designed to support your business growth. We’ll work with you to monitor your business performance and translate your numbers into clear language. We use and recommend smart online accounting software that provides you with budgeting, cash flow forecasting, reporting and benchmarking tools…  Read more

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