Template onboarding letter to a client of an accounting or bookkeeping firm

Dear [Client],

We are pleased to welcome you as a new client of our [accounting / bookkeeping] firm. We are excited to work with you and assist you with all of your accounting and financial needs.

To get started, we would like to schedule a kickoff meeting to discuss your business, your accounting and tax compliance requirements, and your financial goals. This will give us an opportunity to get to know each other and ensure that we are able to provide you with the best possible service.

In the meantime, please take a moment to review the attached engagement letter, which outlines the terms of our relationship and the services we will be providing to you. Please sign and return a copy of the engagement letter to us as soon as possible to confirm your acceptance of these terms.

We look forward to working with you and getting started on the path to financial success. Please do not hesitate to contact us if you have any questions or need any assistance.

Sincerely,

[Accounting / Bookkeeping Firm]