Client outreach and CRM for accountants and bookkeepers
Accounting work is seasonal, and so is the moment people look for a new bookkeeper. Reaching out at the right time, with something useful, is most of the job.
Who you're usually writing to
Owners of small businesses and sole proprietors, especially ones who have just grown past doing their own books.
Sound familiar?
- Everyone wants help in the same few weeks of the year.
- Past enquiries that didn't convert are never followed up.
- A general mailing list feels too impersonal for a trust-based service.
An outreach routine that works for accountants and bookkeepers
Time your outreach
Write to prospects a month or two before year-end or filing deadlines, not during them.
Re-engage past enquiries
People who asked about your services before are often your best next clients; under Canada's anti-spam law, an enquiry gives implied consent for six months.
Keep it personal
Send one-to-one emails from your own address, not a newsletter blast.
Example first email
An example to adapt, not a script. Words in {{double braces}} are filled in for each contact, with the fallback after the bar.
Subject: Before year-end
Hi {{first_name | there}},
Year-end is a few weeks away, and it's usually when owners realise the books need more attention than they have time for.
I'm a bookkeeper working with small businesses in the area. If you'd like, I can take a quick look at how your books are set up and tell you what I'd tidy up first. No obligation.
Shall I send over a couple of times?Follow-up, a few days later
Hi {{first_name | there}}, just checking in before things get busy. Happy to help if the timing works.
Tips
- Note each contact's consent and source; Reach keeps this on every contact.
- Schedule campaigns ahead of your busy season.
- Keep a short, friendly tone; trust matters more than urgency.
How Montegra Reach fits in
Keep your contacts in one place, send short sequences from your own mailbox at sensible hours, see every reply in one inbox and move deals through a simple pipeline. The AI can draft emails and replies from a sentence, using only what you tell it about your business. $0 for 30 days, then from $49 CAD a month.
Start freeGuides
- How to write a cold email people actually reply to
- How many follow-up emails to send (and when)
- CASL and cold email in Canada: a plain-language guide
- CAN-SPAM checklist for B2B email