Upsell Advisory Services by Email: Templates for CPAs | HelloBooks How to upsell advisory services by email: pick clients from their books, lead with an observation, offer one next step, and keep fee and claim rules in mind.
Advisory sells when it starts from something the client recognises in their own numbers. An email that opens with an observation from their books earns a meeting; a services brochure does not.
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Smarter accounting for growing businessesHi {first_name},
While closing your books we noticed {observation, e.g. gross margin fell from Q2 to Q3}.
We now offer a monthly review that covers this kind of change. Would a short call next week be useful?
{Firm name} · {street address, city, state} · Unsubscribe
Clients whose books you keep give you the best advisory leads: a margin drop, a growing receivables balance, cash running thin against bills due. HelloBooks reports such as the profit and loss, AP aging and budget versus actual surface those patterns at month end.
Offer a single next step, usually a short call, and describe the service in one sentence. Long service menus in email get skimmed and filed.
Circular 230 §10.27 bars unconscionable fees for matters before the IRS and generally prohibits contingent fees for those matters, with exceptions. Keep fee language clear in the proposal that follows. In the email itself, §10.30 rules out misleading claims, so describe what you will review rather than promise results.
Efficiency · client reporting
Email marketing · year-end planning
For CPA and EA firms · email
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General information for tax and accounting professionals, not legal advice. Rules are summarised from the primary sources listed on the date shown; read the current text before relying on it.
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