Sign in

Accountant Resource Center

Tools for growing a successful bill payment and receivables practice


Marketing Email Templates

Now that you've added services to your firm's offerings, you will want to introduce your new A/R and A/P services to your current clients. We composed two email templates to help you get started. 

There are two versions in this document with different calls to action.

  • The first template is an invitation to set up a meeting and demo. This is for a client that you are certain will benefit from your new services.
  • The second is designed to accompany the client assessment questionnaire. This version is for a client that may or may not be a good fit. They can complete the information and return it to you so you can assess their needs.

Download this document, customize it with your practice name, and tweak the wording to match your personal style. Remember to include a call to action and let them know how you will follow up.  

Then copy and paste into your email, personalize it with your client's name, and you're on your way to growing your practice with A/R and A/P services.

Download Templates (DOCX)

Powered by Zendesk