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Looking for ways to help clients while expanding your accounting firm’s services? Providing guidance for payroll-related tasks like understanding workers’ compensation requirements, state registration, or even 401(k) setup can have benefits for both of your businesses. This helps your firm’s clients stay compliant while adding perks that attract top talent. It also cements your role as a trusted advisor and creates the potential to increase billable services.
But how do you start a dialogue with your clients, so that they know you’re available to help? Below are some email templates that you can use to start conversations. Personalized emails have been shown to be more effective than generic ones, so consider adding your personal touch when sending them.
Template 1: Announce 401(k) services
Use case: For when you want to let clients know that you can help them with a 401(k).
Subject line: Thinking about offering a 401(k) to employees?
Body content:
Hello (client name)!
I hope that all is well with you and your businesses. I just wanted to take a moment to let you know we’ve added 401(k) services to our offerings.
A 401(k) plan can be an effective way to attract and retain top talent while also providing valuable tax benefits for both you and your employees. We’re here to make the process of setting up and managing a 401(k) plan as straightforward and efficient as possible.
If you’d like to learn more about how we can assist you with implementing a 401(k) plan or just catch up, I’d love to hop on a call whenever it works best for you.
Thanks,
(signature)
Template 2: Targeted 401(k) email to OnPay clients
Use case: For when you want to let an OnPay client know that you can help them offer an easy, integrated retirement plan to employees.
Subject line: Thinking about offering a 401(k) to employees?
Body content:
Hello (client name)!
I hope this message finds you well. I’m excited to let you know that we’ve expanded our services to include 401(k) setup. The best part is that we can help you find a plan that integrates with OnPay. This makes managing your 401(k) plan straightforward and hassle-free.
Here’s what you can expect:
- Easy setup: We’ll guide you through the entire process to quickly get your 401(k) plan up and running.
- Seamless integration: OnPay integrates directly with Guideline and Vestwell, making plan administration and payroll deductions a breeze.
- Enhanced compliance: We help ensure that your plan meets all regulatory requirements, so you have peace of mind.
If you’re interested in learning more about how we can help you offer a 401(k) plan to your employees, or if you’d like to discuss anything else, I’d be happy to hop on a call whenever it is convenient for you.
Thanks,
(Signature)
Template 3: Workers’ Compensation
Use case: For when you want to let clients know that you can help them with their workers’ compensation requirements.
Note: Check and see if workers’ compensation is required before sending this to your clients. Use our compliance checker here to find out
Subject line: Protecting your business with workers’ compensation
Body content:
Hello (client name)!
I hope you have been doing well. I wanted to reach out and touch base about an important state requirement: workers’ compensation. This coverage is mandatory in your state and is essential for protecting both your business and your employees.
If you’re in need of a plan or are looking to simplify the management of your current one, I’d recommend a pay-as-you-go policy. This policy helps with cash flow because there is no upfront payment. It also integrates with your payroll for automatic updates and easier management.
If you don’t already have a workers’ comp policy in place, I can assist you in finding and obtaining the necessary coverage for your business.
Thanks,
(Signature)
Template 4: State registration & hiring reminders
Use case: For when you want to remind growing clients about state registration and new hire reporting.
Subject line: Important reminders as your business grows
Body content:
Hello (client name),
I hope you have been doing well since we last spoke! I wanted to reach out and remind you about some important state requirements regarding your businesses.
Here are some of the things to be aware of as you grow and hire new employees:
- You must register with state agencies for your withholding/income and unemployment tax IDs.
- If you are doing business outside your home state, foreign qualification with the Secretary of State is necessary to create payroll tax accounts.
- Ensure compliance with new hire reporting and training requirements.
Navigating state requirements can be complex, but I’m here to help. If there is any way that I can assist you with any of these tasks, including filing new state registrations and handling the necessary paperwork, let’s schedule a time to talk.
Thanks,
(Signature)
Win-win: Grow your firm and help your clients
Expanding the services you offer is an effective way to grow your practice and establish your firm as a trusted advisor with clients. It can also be a great way to nurture client relationships and help them stay ahead of any compliance-related tasks where they do business. We hope that these email templates will help you get these conversations started with your clients. Good luck as you grow your services and your firm!
Talk to us and see how easy it is to offer payroll services your way.
Jon Davis is the Sr. Content Marketing Manager at OnPay. He has over 15 years of experience writing for small and growing businesses. Jon lives and works in Atlanta.