- Bookkeeping Services
- CFO Services
- Tax Services
- Diagnostic Financial Review Consultations
- Quickbooks Online Coaching And Training
BOOKKEEPING CATCH-UP AND CLEAN-UP SERVICES
EMAIL TEMPLATE #1
Subject: The Busy Season is Here – Let’s Get Your Books in Order
Hi [First Name],
With the busiest season for bookkeepers and accountants starting this month, now is the time to consult with me if you’re behind or need to clean up your books.
We want to help you get your books in perfect shape before tax season begins.
We currently only have the capacity to take on 3 more clients, so if you’re interested, please reply to this email before the end of today.
Respectfully,
[Your Name]
[Your Business Name]
[Scheduling/Contact Link]
EMAIL TEMPLATE #2
Subject: The Busy Season is Here – Let’s Get Your Books in Order
Hi [First Name],
This month marks the start of the busiest season for bookkeepers and accountants, so now is the time to consult with me if you’re behind or need to clean up your books.
We want to help you get your books in perfect shape before tax season starts.
I can only take on 3 more clients this month, so if you’re interested, please reply to this email before the end of today.
Respectfully,
[Your Name]
[Your Business Name]
[Scheduling/Contact Link]
EMAIL TEMPLATE #3
Subject: The Busy Season is Here – Let’s Get Your Books in Order
Hi [First Name],
This month kicks off the start of our busiest season, making it the perfect time to get in touch if you need help catching up or cleaning up your books.
We want to help you get your books in perfect order before tax season starts.
I’ve got room for just 3 more clients, so if you’re interested, please let me know by the end of today.
Respectfully,
[Your Name]
[Your Business Name]
[Scheduling/Contact Link]
BOOKKEEPING MONTHLY SERVICES
EMAIL TEMPLATE #4
Subject: Claim Your Spot: Monthly Bookkeeping Services Now Available
Hi [First Name],
We’ve just opened up 3 spots for our monthly bookkeeping services. Our strength lies in providing business owners with reliable and accurate information every month — we’re committed to delivering the same for you!
If you’re interested in securing a spot, please let me know by the end of today.
Respectfully,
[Your Name]
[Your Business Name]
[Scheduling/Contact Link]
EMAIL TEMPLATE #5
Subject: Reserve Your Spot: Monthly Bookkeeping Services Openings
Hi [First Name],
Great news! We now have 3 openings for our monthly bookkeeping services. Our commitment is to ensure business owners like you have access to reliable and accurate financial data every month — and we’re here to deliver that for you!
If you’d like to reserve a spot, please reach out to me by the end of today.
Respectfully,
[Your Name]
[Your Business Name]
[Scheduling/Contact Link]
EMAIL TEMPLATE #6
Subject: Claim Your Spot: Monthly Bookkeeping Services Now Available
Hi [First Name],
We’ve just opened up 3 more spots for our monthly bookkeeping services. Our expertise is in providing business owners with reliable and accurate financial information every month — and we’re excited to extend this service to you.
If you’re interested, please reply to this email by the end of today to secure your spot.
Respectfully,
[Your Name]
[Your Business Name]
[Scheduling/Contact Link]
OUTSOURCED FRACTIONAL CFO SERVICES
EMAIL TEMPLATE #7
Subject: By Popular Demand: Announcing Our New Services
Hi [First Name],
By popular demand, we’re excited to announce that we now offer Fractional CFO Services at our company. This service is designed to offer the financial leadership you need, when you need it, at a fraction of the cost.
We work alongside you to ensure your business is financially healthy and strategically positioned for success.
We have limited availability, with only 2 spots open for these services for this year. If you’re interested, please reply to this email by the end of today.
Respectfully,
[Your Name]
[Your Business Name]
[Scheduling/Contact Link]
EMAIL TEMPLATE #8
Subject: By Popular Demand: Announcing Our New Services
Hi [First Name],
By popular demand, we’re thrilled to offer our new Fractional CFO Services. Designed to provide you with expert financial guidance exactly when needed, while also ensuring steady and predictable cash flow management.
We work with you to ensure your financial goals match your overall business strategy.
We’re only accepting 2 clients for this service this year, so if you’re interested, please respond by the end of today to secure your spot.
Respectfully,
[Your Name]
[Your Business Name]
[Scheduling/Contact Link]
EMAIL TEMPLATE #9
Subject: By Popular Demand: Announcing Our New Services
Hi [First Name],
We’re thrilled to announce that, due to popular demand, we’re now offering Fractional CFO Services! This new service is perfect for business owners who need expert financial guidance on a flexible basis.
We’ll work with you to make sure your financial goals are perfectly aligned with your overall business strategy.
These services are in high demand, so if you’re interested, please reply by the end of today to secure one of the 2 remaining spots.
Respectfully,
[Your Name]
[Your Business Name]
[Scheduling/Contact Link]
TAX PLANNING SERVICES
EMAIL TEMPLATE #10
Subject: We believe you could be a great fit for this service
[First Name],
We believe you could be a great fit for our tax planning service, based on your income, business goals, and other key factors.
We work closely with you, aligning your tax strategy with your overall business goals, so you can keep more of what you earn and confidently plan for the future.
If you’d like to learn more, I have an opening this week for a quick consultation. Please reply to this email with a time that works best for you.
Respectfully,
[Your Name]
[Your Business Name]
[Scheduling/Contact Link]
EMAIL TEMPLATE #11
Subject: We believe you could be a great fit for this service
Hi [First Name],
Based on your income, business goals, and key considerations, we think our tax planning service could be a great fit for you.
We help you maximize tax savings and ensure full compliance, all tailored to support your unique goals.
If you’d like to learn more, I’m available for a brief consultation this week. Please reply to this email with a time that works for you.
Respectfully,
[Your Name]
[Your Business Name]
[Scheduling/Contact Link]
EMAIL TEMPLATE #12
Subject: We believe you could be a great fit for this service.
Hi [First Name],
We believe our tax planning service is a great fit for you, based on your income, business goals, and other important factors.
We help provide you with strategic guidance to optimize your taxes while staying compliant, ensuring your financial goals are fully supported.
If you’d like to discuss this further, I can fit in a quick consultation this week. Please reply with a time that works for you.
Respectfully,
[Your Name]
[Your Business Name]
[Scheduling/Contact Link]
TAX PREPARATION SERVICES
EMAIL TEMPLATE #13
Subject: When you’ve outgrown TurboTax
Hi [First Name],
Last year, we helped numerous business owners make the switch from TurboTax to our services—they worried less and often get hundreds, even thousands, more back on their returns.
Many believe that TurboTax always finds the maximum refund, but it’s only as good as the information entered. Complex tax situations require a professional’s insight to identify additional deductions and credits that software might miss.
Tax season is [#] month[s] away, and we’re here to help you get the most out of your return. While our tax services are filling up quickly, we can still secure a spot for you if you reply by the end of today.
Respectfully,
[Your Name]
[Your Business Name]
[Scheduling/Contact Link]
EMAIL TEMPLATE #14
Subject: Don’t leave money on the table this tax season
Hi [First Name],
Last year, many business owners discovered that switching from TurboTax to our services allowed them to worry less and see refunds—sometimes in the thousands.
TurboTax can be a good start, but it often overlooks key deductions in complex tax situations. Our professional review ensures every potential saving is found, giving you the maximum refund you deserve.
With tax season just [#] month[s] away, now’s the best time to make the switch. Our services are in high demand, but you can still secure a spot. Reply to this email by the end of today to secure yours.
Respectfully,
[Your Name]
[Your Business Name]
EMAIL TEMPLATE #15
Subject: Ready to get more out of your tax return?
Hi [First Name],
Many business owners think TurboTax will get them the best refund, but it’s often not the case. Last year, those who switched to our services saw bigger refunds—sometimes hundreds or even thousands more—because we catch what software misses.
Our personalized approach uncovers missed deductions and maximizes your return with the insights only a professional can provide.
Tax season is right around the corner. Our services are in high demand, but you can still secure your spot if you reply to this email by the end of today.
Respectfully,
[Your Name]
[Your Business Name]
DIAGNOSTIC FINANCIAL REVIEW CONSULTATIONS
Replace QuickBooks Online with the software of your choice
EMAIL TEMPLATE #16
Subject: The most repeated concern from business owners
Hi [First Name],
One of the biggest concerns we often hear from business owners is uncertainty about their financial position, which makes it challenging to take the next step toward growth.
That’s why we offer the QuickBooks Online Diagnostic Financial Review—an in-depth review that helps business owners gain a clear understanding of what’s happening inside their QuickBooks. At the end of the review, we provide valuable insights and a detailed action plan to address any financial issues and improve their financial standing.
We’ve opened up 3 spots for a 90-minute Diagnostic Review—a detailed session designed to provide you with everything you need to confidently move forward with your books. If you’re interested, just reply to this email to secure your spot before the end of today.
Respectfully,
[Your Name]
[Your Business Name]
EMAIL TEMPLATE #17
Subject: The primary struggle we hear about from business owners
Hi [First Name],
The primary struggle we hear about from business owners is uncertainty about their financial position, making it tough to plan the next steps for growth.
That’s why we offer our QuickBooks Online Diagnostic Review—to provide a comprehensive financial review that dives deep into their bookkeeping. We assess their accounts for accuracy, identify discrepancies, and ensure their financial records meet compliance standards. At the end of the review, we provide actionable steps to help bring their finances to optimal standing.
Due to popular demand, we’ve opened up 3 spots for a 90-minute Diagnostic Review—a comprehensive session tailored to give you all the insights you need to confidently move forward with your books. If you’re interested, please reply to this email before the end of the day to secure your spot.
Respectfully,
[Your Name]
[Your Business Name]
EMAIL TEMPLATE #18
Subject: The biggest roadblock business owners talk about
Hi [First Name],
The biggest roadblock business owners talk about is not knowing exactly where they stand financially, which makes it difficult to plan their next steps.
We help business owners gain clarity with our QuickBooks Online Diagnostic Review. Our diagnostic review gives business owners a transparent look into their QuickBooks, showing the current condition of their financial data and equipping them with insights and a clear plan to bring their books up to par.
If you’re interested, please reply to this email before the end of the day to secure your spot for a 90-minute review session.
Respectfully,
[Your Name]
[Your Business Name]
QUICKBOOKS ONLINE COACHING AND TRAINING
Replace QuickBooks Online with the software of your choice
EMAIL TEMPLATE #19
Subject: This is especially popular among new business owners
Hi [First Name],
This is especially popular among new business owners who are eager to gain control of their finances but often feel overwhelmed by the complexities of managing their books.
There’s a lot of information out there about QuickBooks Online, but our coaching and training program helps cut through the noise. Our QuickBooks Online coaching and training sessions provide hands-on guidance to help you understand your numbers, streamline your bookkeeping, and gain confidence in managing your business finances.
Due to the popularity of this service, we only offer it to 1-2 clients per month. If you’re interested, please reply to this email by the end of today to secure your spot.
Respectfully,
[Your Name]
[Your Business Name]
EMAIL TEMPLATE #20
Subject: New business owners love this option the most
Hi [First Name],
New business owners often feel lost when it comes to managing their finances, and we’re here to help. Our QuickBooks Online coaching and training program is especially popular because it offers a straightforward, personalized approach to mastering your books.
We provide step-by-step guidance, cutting through the overwhelming amount of information and helping you build confidence in your bookkeeping skills.
Spots are limited, as we only work with 1-2 clients per month. If you’re interested, please reply by the end of today to secure your spot.
Respectfully,
[Your Name]
[Your Business Name]
EMAIL TEMPLATE #21
Subject: A top pick for new business owners
Hi [First Name],
Our QuickBooks Online coaching and training sessions are especially popular with new business owners who want to gain control of their finances but are overwhelmed by all the information out there. We cut through the noise and provide you with focused, hands-on guidance tailored to your needs.
You’ll learn how to manage your books effectively, streamline your processes, and make informed financial decisions with confidence.
Due to high demand, we only take on 1-2 clients per month for this service. If you’re ready to get started, reply by the end of today to secure your spot.
Respectfully,
[Your Name]
[Your Business Name]