Most bookkeepers don't need more ideas for finding clients. They need the words.
A free QuickBooks checkup gives a business owner an easy first step. They see where their books stand in about 90 seconds, and you see what the work involves before you quote it. It only reads their books, and the connection ends as soon as it's done, which makes it an easy yes.
Below are eight templates you can copy and use today. Replace [your link] with your own checkup link.
On this page
- Local Facebook group post
- LinkedIn post
- Reply to "what would you charge to clean up my books?"
- Follow-up to a prospect who went quiet
- Email signature line
- Newsletter paragraph
- Website button and blurb
- Note to a referral partner
Local Facebook group post
When to use it: A local business or community group that allows service posts. Many groups only allow them on certain days.
Quick offer for business owners here: if you use QuickBooks and aren't sure how your books are looking, I'm offering a free checkup. It takes about 90 seconds. You connect QuickBooks, and you'll see a score plus the main areas that need attention. It only reads your books and doesn't change anything, and the connection ends as soon as it's done. No cost and no obligation. If something needs fixing, I'm happy to talk through it. [your link] [your name], [your firm]
Tip: Reply to every comment yourself. Group posts get seen when people are talking on them.
LinkedIn post
When to use it: Your own feed. Post it once, then pin it to your Featured section.
Most business owners I meet aren't sure their books are right. They just know tax time is stressful. So I've set up a free QuickBooks checkup. It takes about 90 seconds, and you get a score plus the main areas that need attention. It only reads your books, never changes anything, and it's a one-time look, not ongoing access. If you've been meaning to "get the books cleaned up," this is a painless first step. [your link]
Tip: Add 3 relevant hashtags, like #smallbusiness, #bookkeeping and #quickbooks, and post on a weekday morning.
Reply to "what would you charge to clean up my books?"
When to use it: A prospect asks for a price before you've seen their file.
Thanks for reaching out! Every set of books is different, so I don't like to guess at a number. Here's the easiest way to get you a real answer: run this free checkup on your QuickBooks. It takes about 90 seconds and only reads your books, nothing gets changed. The connection ends as soon as it's done. It shows me what needs work, and I'll come back with a clear quote. [your link] Talk soon, [your name]
Tip: This is where the checkup saves you the most time. Use it every time someone asks for a price.
Follow-up to a prospect who went quiet
When to use it: Someone asked about your services, then went silent.
Hi [name], Just checking back in. I know getting the books sorted out is easy to put off. If it helps, here's a free checkup you can run on your own in about 90 seconds. You'll see where things stand, and there's no obligation. [your link] Happy to talk whenever you're ready. [your name]
Tip: Send it once. If they don't reply, leave it there.
Email signature line
When to use it: Every email you send.
Free QuickBooks checkup for business owners: [your link]
Tip: Keep it to one line under your name. Short works best here.
Note to a referral partner
When to use it: Tax preparers, bankers, attorneys and insurance agents who already work with business owners whose books may be a mess.
Hi [name], I wanted to share something that might help your clients. When you have a business owner whose books are behind or messy, you can send them this free checkup. It takes about 90 seconds, only reads their QuickBooks, and the connection ends as soon as it's done. It shows them where things stand. If they need help, I'll take good care of them and keep you posted. [your link] Thanks, [your name], [your firm]
Tip: One good referral partner can send more than a dozen posts. Start with one person you already know.
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