How to Use Cold Email to Generate New Clients for Accountants and Bookkeepers

If you’re an accountant or bookkeeper looking for ways to find new clients, then this post is perfect for you. From cold emailing to networking, the steps in this article will teach you how to get more clients without having to do much work!

What is cold emailing

Cold emailing is a reliable way to bring in new business. If you’re not familiar with the term, it’s when you send an email to someone who doesn’t know who you are and has no reason to read it.

It sounds harsh, but it can be a great way for accountants and bookkeepers to get new clients because of its high response rate.

Why do accountants need cold emails to find new clients

It’s a question that troubles many accountants/bookkeepers – how do I find new clients? In the accounting world, it’s not easy to find new clients if you are a small business, but there are ways.

One of the popular ways is through the use of cold emails (that’s right, not email lists), which accountants/bookkeepers can use to reach out and network with potential prospects even without being in their geographical area. It costs almost nothing to send an email, and it could lead to the next big client.

Wondering what you should include in your cold email? The following post will go over some benefits and tips on how you can use cold emails as an accountant to generate leads for your firm!

The benefits of using a cold email for an accountant or bookkeeper

Cold emails are an email that is sent out to someone who has not provided their contact information. The goal of a cold email is usually to obtain the recipient’s contact information or for them to agree to do business with you (or both).

You can use this method for almost anything; however, it works best when used by accountants and bookkeepers. This is a tried-and-true method that many businesses use to generate leads and engage potential customers because they are less likely to make a purchase or become a client without first being approached by someone else about their product or service.

When done correctly, cold emails will help you build relationships with prospects before they even know what’s going on! It’s also much more effective than other methods such as social media marketing.

How can I write my own cold email?

If you’ve ever sent an email asking for information about something only to get no response at all, then I know what that feels like.

As accountants or bookkeepers, we can sometimes feel isolated from other industries and professions because of our unique skillset and work ethic – but don’t worry, with these three tips and tricks, you’ll be on your way to writing the perfect email in no time.


Tips and tricks on how to keep your emails attractive and professional

1. Use a subject line that will grab the reader’s attention

One of the essential parts of any email is the subject line. It’s what can make or break an email campaign, and it will help you get a response. Here are five tips to writing a great subject line:

* Be as specific as possible- don’t be vague about your request because this will lead people down many different paths before they find your message;

* Make sure you’re using a catchy title that entices them to read on;

* Use all caps for words in the headline that emphasize key information (but nothing else);

* Avoid jargon or industry terms unless you have no other option;

* Keep it short and sweet to maintain their interest.

2. Keep sentences short and concise

The first sentence you write in an email can be the most important. Have you ever been on the receiving end of a dull, long-winded email? I hope not!

Keep your sentences short and concise for a better chance at impressing your reader.

3. Limit paragraphs to three lines or less

Sending an email is a lot like writing a letter. It’s all about making it personal, and not just because you’re contacting someone on the other side of the world (or even across town).

Emailing as an accountant or bookkeeper to your potential clients should make them feel relatable, without long content but they would understand what you have to say.

4. Include a call-to-action at the end of your email for readers to take action

Writing emails is a great way to start in touch with your potential clients. It’s an easy way to provide them with information that they need, and it can be fun!

Make sure to include a call-to-action sentence at the end of your email, so the reader will know exactly what action you want them to take.

5. Sign off with a polite closing statement like “Sincerely” or “Best Regards”

Many of us don’t know how to send an email, and we often go with a close like “Thanks!” or “Talk to you soon!” That’s not always the best way to end your cold emails.

The better tip is to sign off with a polite closing statement like “Sincerely” or “Best.” These phrases will show your tone and professionalism.

6. Double check spelling and grammar before sending the email

Accountants and bookkeepers are known for being very detail-oriented, so it’s important to double-check your email before you send it. Otherwise, you might send a client some incorrect information or misspell something that could be embarrassing!


PlusOneMark has the perfect solution for your cold email campaign if you’re looking for professional assistance to increase your client list. Not only do we help you stay in touch with past and potential clients, but we also arrange your meetings resulting from the campaign.

If this sounds like something that could benefit your business, give us a message today.

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