<Prefix><First Name><Last Name><Suffix>
<Address 1>
<Address 2>
<City><State><ZIP>
<Date>
Dear <Prefix><Last Name>,
As your trusted advisor, I’ve gotten to know a lot about your business and what makes it
tick. As your business grows, it becomes more complex, and it’s my job to grow with you. I
hope you’re assured that you can always count on me to give you the right information and
insight at the right time to take your business to new levels of success. Today, I want to
present some of that timely advice for you to consider.
As businesses grow, I’ve often heard the owners and senior leadership say—often in
exasperation—that during the course of their careers, they’ve been forced to spend as much
time on management burdens as they do developing and nurturing their core business. As
an entrepreneur, you’ve probably shared the same frustrations.
The problem is this: During the course of building your business, the tasks
of managing the bookkeeping, payroll, tax accounting and other financial
matters can overshadow your real business mission and purpose—the very
passion that led you to become an entrepreneur in the first place!
Chances are, you’ve found yourself chronically spending your best energies on management
tasks that aren’t related to your core business. Not only is it frustrating, it can drain the
passion and energy from your career.
I’m pleased to be able to offer a solution.
<YOUR FIRM> has a unique, turnkey answer. It’s called BOSS™—Back Office Support
System. And, just like its name sounds, BOSS means business. BOSS is a flexible suite of
accounting and financial management services, designed especially with entrepreneurs and
business owners in mind. BOSS integrates these key functions:
1. Bookkeeping— Turn over your time-consuming bookkeeping tasks to us—paying
bills, recording deposits, and more. With our secure web-based interface, we can
work with you directly online. We’ll process your information and deliver the
required financial documents electronically.
2. Accounting—We relieve you from complex accounting tasks and deliver the
financial data you need to make informed business decisions. We’ll handle
everything from financial statement reporting and bank reconciliations to reviews
and general ledger maintenance. Even better, all documents are delivered through
our advanced online portal, so you get up-to-date information 24/7, without paper.
3. Payroll—Staying compliant with ever-changing laws is a challenge for any small
business. We’ll take care of everything in the payroll process: check production,
direct deposit, W-2 processing, tax filing and reporting. And we do it all
electronically. Your employees will enjoy secure online access to pay stub
information and W-2s—saving your hours in distribution time.
As your trusted partner, we pay your bills, record deposits, prepare payroll and payroll tax
returns, furnish financial statements, produce W-2’s, prepare tax returns and supply
valuable financial and tax advice throughout the year. All of these back office functions are
transacted online through a secure, easy-to-use web-based interface, which offers real-time
communication and document exchange when you want it, 24/7. You provide the input,
BOSS does the rest—it’s like having a virtual accounting department, managed by a CPA.
BOSS is a game-changer for business owners like you. It’s liberating—empowering you
once again to practice your true profession, and leave the financial mechanics to your
trusted advisors at <YOUR FIRM>.
We can get started forging a relationship right now. All it takes is a quick phone call to my
office: <PHONE NO.>. I’m enclosing a business card for you with all of my contact
information.
Take a look at the enclosed brochure. Give me a call before setting it aside: <PHONE NO.>.
Let’s set up a visit. I’ll look forward to helping you take the back office burden off of your
shoulders and helping your business grow.
Sincerely,
<PRINCIPAL NAME>, <CREDENTIALS>
<TITLE>
P.S. With the first half of the year already behind us, starting BOSS now is a good move to
help you fully mesh your business strategies and year-end planning with your regular back
office management. Don’t wait. Please call me today at <PHONE NO.>.