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

October 2, 2014

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.


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Lee Reams II

I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.

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