Insights

8 swipeable email templates for accounting & bookkeeping workflows

April 7, 2021
email templates for accounting & bookkeeping


I’m sure it’s no surprise to you that effective client communication is the key to a healthy-relationship.

But as you grow your firm and you need to start delegating client communication to some of your team members, it’s natural for those little voices to come creeping into your head...

  • What if they don't represent the firm in a professional manner?
  • What if they’re disorganized and send the wrong information?
  • What if they don’t follow up in a timely manner?

This is where standardising your communications and having ready-to-go email templates can be incredibly helpful.

By having these in place, you can ensure that all communication to your clients is consistent and you have to spend less time training and correcting mistakes on things that your team have sent.

So, to help you save even more time, we’ve made a head start on standardising your communications and created some common email templates that accountants & bookkeepers need.

Here are 8 swipeable email templates that you can use in different accounting & bookkeeping workflows...

  1. Proposal follow up-email template
  2. Onboarding email template
  3. Starting/finishing work email template
  4. Information request email template
  5. Feedback email template
  6. Review email template 
  7. Referral email template
  8. Fee-review email template
workflow masterclass for accountants and bookkeepers


1. Proposal follow-up email template

When to send: 3-5 days after sending the proposal

Goal: To get a response to the proposal that you send to the prospect 

Things to consider:

  • During the proposal meeting it’s worth asking for a date when you can follow-up if you haven’t heard back. This means you have got their ‘permission’ to follow-up
  • Try not to come across too pushy and understand that there could be any number of reasons why they haven’t responded to you sooner
  • Remind them about their goals and the problems you can solve. This isn’t about the proposal, it’s about what you can do for them

Email template:

Subject - can I help?

Hi <name>,

It was great to meet with you last week and to learn more about your plans to grow ‘Dave’s Surf Shack’ into a national franchise and create a comfortable lifestyle for yourself, Sarah and your children.

As we discussed when we met, I think that the services outlined in the proposal we created together will help you to have a strong grasp of your financials and allow you to make key business decisions during the busy growth period over the next few years.

I’ve re-attached the proposal to this email for convenience. Did you have any questions that I can help you with?

If it’s easier to jump on a call, I’m available this week on Thursday 12-2pm, and Friday 10-12pm to discuss with you.

I appreciate how busy you are, so I’ll reach out again next week to see how you’re getting on unless I hear otherwise.

I look forward to hearing from you soon.

<name>

2. Onboarding email template

When to send: Immediately after a new client joins

Goal: To welcome the new client to your firm, request info and let them know what to expect

Things to consider:

  • You want to make a good first impression with your new client and make them feel like they made the right decision
  • Try not to overwhelm them with too much information right away 
  • Let them know what to expect. If they know that you’re going to be chasing for information to get them going, it’ll come as less of a shock
  • Try to make it as easy as possible for them by including links to document portals where they can submit information easily
  • Give them a deadline and let them know how much time it should take them

Email template:

Subject - Welcome to Pixie Accountants! Here’s what’s going to happen next…

Hi <name>,

Welcome to Pixie Accountants. It’s great to have you with us and we can’t wait to start helping you to take control of your finances and achieve your business goals.

Before we get started, there are a few things that we need from you in order to get everything set-up properly. The sooner we get this, the sooner we’ll be able to kickstart your chosen services.

If you could please upload everything below using this secure link before Friday 27th that would be really helpful. It shouldn’t take more than 8-10 minutes to complete.

  • Item 1
  • Item 2
  • Item 3
  • Item 4
  • Item 5

Once we’ve received all of the above, your new client manager Jane (cc’d) will give you a quick call to organise your kick-off meeting.

If you have any questions in the meantime, please don’t hesitate to get in touch.

Speak soon,

<name>

3. Starting a new piece of work

When to send: When starting a job for a client e.g. year-end bookkeeping

Goal: To let them know that you’re starting a job for them and to manage their expectations around when it will be done and what information you need

Things to consider:

  • You might not want to send these for every job - but for bigger pieces of work i.e. completing year-end bookkeeping, it’s nice to be proactively told when things are starting
  • Only commit to a deadline if you’re sure you can hit it! 
  • Let them know what to expect. If they know that you’re going to be chasing for information to get them going, it’ll come as less of a shock
  • This can be combined with the next email template (information request)

Email template:

Subject - We’re starting your year-end wrap up

Hi <name>, 

We’re starting work on your year-end wrap up today in order to get ready for the upcoming tax season.

We’ll be in touch with you over the coming weeks if we need any more information from you. 

If you have any questions for us in the meantime, please let us know.

Speak soon,

<name>

4. Information request email template

When to send: When requesting information to complete a job

Goal: To get your client to send you the information that you need as soon as possible

Things to consider:

  • Set them a deadline so they know when you need the information by
  • Try to make it as easy as possible for them by including links to your secure document portal where they can submit information easily
  • Let them know what to expect next if you don’t hear back from them

Email template:

Subject - Information needed by Wednesday

Hi <name>,

We’re currently working on your monthly bookkeeping and aiming to have it finished for you by next Friday.

There are a couple of items that we need from you in order to finalise your bookkeeping records. Please can you upload them using this secure upload link no later than this Wednesday? That will give us plenty of time to get everything completed for you.

Here’s what we need please:

  • Item 1
  • Item 2
  • Item 3

If you have any questions or don’t think you’ll be able to get these to us on time, please get in touch.

Thanks!

<name> 

5. Feedback email template

When to send: After a one-time project or as part of an annual review

Goal: To request feedback or a Net Promoter Score from your clients to see if they’re happy with your service

Things to consider:

  • Asking for feedback once you’ve just finished a job is an opportune time to ask for feedback
  • Make it easy for them to submit feedback and give them clear instructions to follow
  • Let them know how much time it will take and what to expect

Email template:

Subject - Please share your feedback

Hi <name>,

We’re constantly looking for ways to improve our service to you which is why your feedback is so important to us.

Please can you complete this short feedback survey to let us know how satisfied you were with the recent work we completed for you. It’s only 3 questions long and should take less than 4 minutes to complete.

Thanks for your help.

<name>


6. Asking for reviews email template

When to send: When a project has just finished or as part of your annual contract review

Goal: To ask your clients to leave a review for you on a review website like Google, your QuickBooks ProAdvisor listing, or a recommendation on LinkedIn.

Things to consider:

  • Make it easy for them to leave the review and give them clear instructions to follow
  • Consider incentivising them to leave a review
  • Let them know how much time it will take and what to expect

Email template:

Subject - A quick favour?

Hi <name>,

We just wanted to say a quick thank you for being a valued client of Pixie Accountants.

Your opinion is really important to us and we’d love to hear how working with us has made a difference to your business. If you get the chance, please can you leave a quick review on Google / LinkedIn / ProAdvisor listing [include link]?

All you need to do is:

  1. Click this link to go to the review page
  2. Complete your name and information about your business
  3. Write your brief review
  4. Click submit

We really appreciate your honest feedback and time.

Thanks in advance.

<name>

7. Referral email template 

When to send: When a project has just finished or as part of your annual contract review

Goal: To ask your clients if they have any connections to refer you to 

Things to consider:

  • Make it about helping other people, not just about winning more clients
  • Be specific about the types of people you want to be referred to
  • Give them a specific number - if you ask for 3, they’re more likely to think of at least one person

Email template:

Subject - Can you help us to help others?

Hi <name>,

Thank you very much for leaving that 5* review on Google recently, your support and feedback means a lot to us.

As you know, we’re passionate about helping business owners like you to take control of their finances and achieve their business goals. 

With that in mind, can you think of 3 other business owners in your network that...

  • Have at least 5 team members
  • Are in the Manufacturing, Retail or Construction sectors
  • Want to grow their business

...and that you think would benefit from having a chat with us?

We’d really appreciate any introductions and I’m sure that if they’re anything like you, our values and beliefs will align perfectly.

Thanks for your help.

<name>

8. Contract review email template

When to send: Every 12 months when the contract review is due OR part way through the year if you feel like the services need re-scoping

Goal: To get your clients to agree to a contract review meeting

Things to consider:

  • Make it about providing a level of service, not the fee they’re paying
  • Be transparent about what you will cover in the meeting
  • Make it easy for them to book a time and let them know how long it will take

Email template:

Subject - Review meeting

Hi <name>,

It’s been great working with you over the last 12 months and watching your business go from strength to strength.

In order to ensure that we can continue providing the level of service you need to reach your goals, I’d like to invite you to book a time here for a fee review meeting. 

During this 60-minute meeting, we’ll spend some time discussing your long-term goals, taking a look at your current financials and making sure that we have everything in place to help you achieve your targets.

Please can you book a time here.

If you have any questions, please don't hesitate to reach out.

Speak soon,

<name>

Putting your emails on autopilot

So there you have it, 8 swipeable email templates that you can start using in your accounting & bookkeeping workflows to inform, remind and nag your clients.

Now that you have them, the next step is to think about how to put them on autopilot…

workflow masterclass for accountants & bookkeepers

If you’re currently managing your clients & workflows on a spreadsheet, or using tools like Asana or Trello, this might not be as straightforward. You can save the templates there for quick-use, but sending them will still be a manual process.

This is where having a purpose built practice management & workflow app can save you hours of time and streamline your processes more effectively. As well as being able to manage your tasks & deadlines, you can also integrate your email and set up auto-email templates to send to clients at different times and different stages of work, all from within one app.

If you want to learn more about how Pixie can help you with this and how to set these email templates up as auto-emails in your workflows, then start a 30-day free trial here (no credit card required)

Our latest insights, feature releases and news

Discover our latest content below...

Ready to get started?

Start 30-Day Free Trial