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Marketing for Accountants Tip: Free New Client Welcome Letter Word Template

Download the CountingWorks PRO free New Client Welcome Letter Word Template to ensure your onboarding of new clients kicks off on the right foot.

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Practice Marketing

Marketing for Accountants Tip: Free New Client Welcome Letter Word Template

July 8, 2022
/
4
min read
Lee Reams
CEO | CountingWorks PRO

After a new client has decided to start working with you, the engagement cycle starts for developing a lifelong relationship. New clients are more susceptible to forming their opinion of you right out of the gate. One of the best ways to launch this new dialogue, is by sending a new client welcome letter. It should define the relationship, show your responsiveness and let it be known you accept referrals.

Click here to download our free New Client Welcome Letter Word Template.

Here is sample text of an effective letter (edit as needed).

We would like to sincerely thank you for choosing [companyname] to service your tax accounting needs.

It is our mission to do everything possible to help you reach your business and financial goals. Communication is the key to any professional relationship. Don’t be shy to let us know of any concerns you may have. We have great expertise in tax preparation, accounting and business consulting.

We certainly appreciate the confidence that you have shown in us and will strive to make your relationship with us a pleasant and rewarding one. Without you, we could not prosper and grow. If there is ever a time we may be of service to any of your friends, family or colleagues, please let us help. A referral is the greatest compliment you can give.

Again, thank you for your confidence.

Lee Reams
CEO | CountingWorks PRO

As the founder and CEO of CountingWorks, Inc, Lee is passionate about helping independent tax and accounting professionals compete in the modern age. From time-saving digital onboarding tools, world-class websites, and outbound marketing campaigns, lee has been developing best-in-class marketing solutions for over twenty years.

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