Accounting firm: year-end help
An accounting firm writes to small business owners ahead of year-end, offering help with the practical work.
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Subject lines
- Before your year-end(used in the template)
- Year-end at {{company}}
- Before your year-end
The email
Email 1 · day 1
Before your year-end
Hi {{first_name}}, We're a small accounting practice in {{city|your area}}. Around this time of year, many owners we speak with are wondering whether their records are in good enough shape for year-end. If {{company}} would like a second pair of eyes before then, we're happy to have a short conversation about where things stand. {{sender_first_name}}
{{first_name}} and similar are filled from each lead; after a “|” is the text used when the field is empty. Written for a small accounting practice writing to local business owners.
When to use it
A couple of months before common year-end dates, to small businesses in your area.
Why it works
- Year-end is a real, recurring deadline every business owner feels.
- Focusing on practical work (records, filing) avoids anything that sounds like financial advice.
How to adapt it
- Describe your actual services. Avoid promising tax outcomes.
- Check what your professional body allows in unsolicited marketing.
Compliance caution
Accountants and other regulated advisers may have professional rules about unsolicited marketing. Don't promise tax savings or outcomes, and check your professional body's guidance before sending. This is general information, not legal advice.
Sources: FTC: CAN-SPAM Act compliance guide for business (as of 8 November 2026).
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