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

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

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

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

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

Spaces are limited, don’t miss your chance to take part in our [webinar/seminar/special event]

Hi (Their name), We’re thrilled that people are excited about our [webinar/seminar/special event] that they’re snapping up seats. We want to make sure you don’t miss your opportunity to join us! If you want to learn about [share top goals for the event, such as increasing revenue, saving money on taxes], join us on [include date, time, location, and approximate duration of event]. Space is limited, so make sure you…  Read more

Email to a lead to promote an event

Book your spot at our event today Hi Are you looking for ways to [share top goals for the event, such as eliminating payroll headaches, remaining compliant, managing payroll more effectively]? If so, you’re not alone. We’ve talked to many people who have the same questions as you. That’s why we’re hosting an upcoming [webinar/seminar/special event], designed to help people like you take control of their finances. We’ll be exploring…  Read more

Email to client – Book your spot in our [webinar/seminar/special event] today

Hi (Their name), [Your firm name] is excited to host a [webinar/seminar/special event] designed to help business owners [or your target client] like you better understand their finances [or their specific pain point]. At our event, we’ll be sharing tips on [share top goals for the event, such as hiring and recruiting top employees or best practices for payroll management]. Here’s what you need to know [include date, time, location,…  Read more

We’d appreciate your feedback

Hi [subscriber:firstname | default:there] Thank you for your support this year. We are committed to delighting you with our services and response to your needs. We kindly ask you to fill our our short Client Survey to let us know how we’re doing. It should only take a few minutes. Oops! We could not locate your form. Your honest feedback will help us improve the level of our service to…  Read more

Free Course: Increase profits and keep more cash in your business

Take our course to increase profits and improve cashflow We know cashflow is the lifeblood of every business and it’s not a nice feeling to experience the cashflow squeeze. We’re committed to helping entrepreneurs build successful businesses that are profitable and cashflow positive. We’ve put together a 7 step course full of our tips on how to increase profits and keep more cash in your business. Enter your details to…  Read more

Free Business Plan Course

Create a bulletproof business plan Everything moves so quickly when you’re running a business. Before you know it, you can be on a totally different path to the one you envisioned. A business plan is like a roadmap. It helps guide your business, direct your staff and keep you on track to reach your goals. Do you have a business plan? Does it need updating? You should regularly check in…  Read more

Want to grow your business?

Get a clear picture of what’s really going on in your business Do you find it hard to figure out what’s really going on in your business? Have you ever looked at your Profit & Loss or Balance Sheet and wondered what the numbers all mean? We can help. If you’re like most business owners, you may get caught up in the day-to-day “busy work” of your business. You only…  Read more

Webinar recording – How to market and sell remotely

Thanks for registering for the How to market and sell remotely webinar. For those who came along to the live session – we hope you found it useful. For those who couldn’t make it, the recording is below for you to watch. Useful links The following resources were mentioned during the webinar, which you might like to check out. CRM Hubspot CRM (free) Zoho CRM Active Campaign Email Marketing Software…  Read more

Our new website is live!

We’re so proud to announce our new website is live! We’re really excited to launch our new website which you can check out here ADD LINK We hope you like the fresh look. After a few months of planning and editing, we are really proud to reveal the results. The site features a crisp, new look, striking images and a stunning colour palette…so it’s safe to say we’ve improved the…  Read more

Want to grow your business? Our Free Resources will Help