Why you need a Welcome Email Template

Congratulations! You just bagged a new client and you are “finger-tied” because you don’t know how to communicate or set clear expectations with them.

You need an accounting welcome email template because:

1) A client’s first impression of your business can make or break a deal.

2) When you appear professional and credible, you’ll leave a good first impression and establish a good working relationship with new clients from the get go.

At Financial Cents, we understand the importance of a first impression, and we’re here to help. Our FREE welcome email template will help you craft a warm, professional and clear email  that impresses your clients instead of confusing them.

How a Welcome Email will help your firm

A solid welcome email will help you:

Make a positive first impression:

Our welcome email template serves as the initial point of contact with your client. It offers an excellent opportunity to create a positive first impression and demonstrate your professionalism. By using our well-designed welcome email template, you can ensure that your firm is presented consistently and in a visually appealing manner, leaving a lasting impression on your clients.

Establish credibility:

Your client needs to know that you are trustworthy and competent. A clear, confident welcome email helps assure potential clients that you are capable and will do a good job. Promptly sending a solid welcome will also let your client know that your accounting business is well run and organized.

Set clear expectations:

In business, clarity is key! One of the primary purposes of a welcome email is to clearly state the expectations of your agreement. If you don’t state your expectations and needs clearly, you could run into confusion in the future.

Manage time and efficiency:

Managing new client onboarding can be time-consuming, especially when done manually for each individual. By using our welcome email template, you can save valuable time and ensure efficiency in your communication process. This will allow you to automate certain aspects of the onboarding process while maintaining a high level of professionalism.

What you’ll find in our Accounting Welcome Email Template

In our fully editable and customizable welcome email template, you’ll find:

  • Subject line options
  • Email body samples
  • Next steps

These are all important items to include in a welcome email so that you can onboard new clients efficiently and professionally.

How to use the Welcome Email Template

Once you and your client have had a verbal agreement to work together, the next step is for you to send them a welcome email to make things official.

With our welcome email template, the process of writing a welcome email for your client is easy and fast. Simply:

  • Download the template
  • Or create an account with Financial Cents to access the template


After you’ve gotten your copy of the template, follow these steps to customize it to your firm:

  • Insert your logo, company name, and the services you offer.
  • Go through each line and change or insert necessary information like your company name, client name, client questionnaires, account information, etc.
  • When you’re done, review everything to make sure you didn’t leave anything out.
  • Email it to your client!

Welcome Email Template FAQs

Do I need a lawyer to formalize my welcome email?
No, you don’t. A welcome email is not a legal contract but an onboarding process between a service provider and a client.

Can I use the same welcome email for multiple clients?
Because different clients require different services from you under different conditions, it’s always good to have a template you customize for each client so you can fill in specific information about the service required.

Do I need to send a welcome email  to every client I work with?
Yes, it is advisable that you send a welcome email to every client you will be working with.

When do I need to send a welcome email to my client?
Welcome emails need to be sent to your client at the beginning of the relationship before work commences.


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