Accountant New Client Welcome Letter
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Write a professional welcome letter to new accounting client [Company Name].

Client details:
- Company name: [name]
- Business type: [LLC/Corp/Sole Prop]
- Services engaged: [bookkeeping/tax/advisory]
- Start date: [date]
- Primary contact: [name and title]
- Billing arrangement: [monthly/quarterly/annual]

WELCOME LETTER

Dear [Name],

OPENING
- Welcome to the firm
- Express enthusiasm for the relationship
- Reference specific services engaged

WHAT TO EXPECT
- Onboarding process overview
- Timeline for initial setup
- What you need from them: [document list]
- First deliverable: [what and when]

YOUR TEAM
- Primary contact: [name and role]
- Backup contact: [name]
- Response time commitment: [24-48 hours]
- Best way to reach us: [email/phone/portal]

OUR PROCESS
- How work is delivered
- Review and approval process
- Meeting cadence: [monthly/quarterly]
- Reporting schedule

NEXT STEPS
- Action 1: [client sends documents]
- Action 2: [onboarding call scheduled]
- Action 3: [software access set up]
- Deadline for initial documents: [date]

FEES AND BILLING
- Monthly fee: [$amount]
- Invoice date: [day of month]
- Payment terms: [net 15/30]
- Payment methods: [list]

CLOSING
- Commitment to their success
- Availability for questions
- Excitement about the partnership

Tone: Professional, warm, organized
Length: 300-400 words

Source: https://promptzyo.com/prompt/accountant-new-client-welcome-letter