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Updated: April 27, 2024

Sample client email for adding payroll to your practice

Published By:

Jon Davis

More from our experts

Adding payroll services to your practice? Congratulations! The next step is letting your clients know.

 

Here are two emails that you can use to reach out to clients to let them know: a shorter version designed to schedule a call for follow up and a longer version with some additional data. Either can be sent out individually or blasted to your entire client list by using an email marketing service provider.

 

It’s been shown that personalized emails are more effective than generic ones, so consider adding your personal touch to the templates.

Want to keep it short and sweet? This first option is for you.

SHORTER VERSION

 

Subject line: Need help with payroll?

 

Body content: 

 

Hello!

 

I hope everything’s going well and that business is good. I just wanted to take a moment to let you know we’ve decided to add payroll services to our practice.

 

In addition to saving you time, asking us for help with payroll will also reduce mistakes and make things more efficient during tax time. It might even save money, depending on how you’re currently running payroll.

 

If you’d like to talk about how we can help (or just want to catch up), we’d be happy to hop on a quick call whenever it’s convenient.

 

Thanks,

 

(signature)

If you are interested in sending a more detailed message, below is a template with a bit more copy.

LONGER VERSION

 

Subject line: Need help with payroll?

 

Body content:

 

Hello!

 

We hope everything’s going well and that business is good. We just wanted to take a moment to let you know we’ve decided to add payroll services to our practice. If you’d like to talk about how we can help (or just want to catch up), we’d be happy to hop on a call soon.

 

Research we’ve seen shows that the average small business spends 18 hours every month on payroll, but owners and managers still tend to feel uncertain about whether they’re getting things right:

 

  • 25% aren’t confident they deduct and submit taxes correctly
  • 43% aren’t sure they correctly categorize contractors and employees
  • 57% don’t think they do a good job getting their people paid on time

 

Asking us to handle payroll is a great way to take some work off your shoulders, reduce mistakes, and make things easier for everyone during tax time. And if you’re already using payroll software, we can make the transition super easy (and we might be able to save you some money).

 

Please let me know any questions I can answer for you! We’re excited to add this service to our offerings, and we look forward to helping you build your business.

 

Thanks,

 

(signature)

Offering payroll is a powerful way to grow your practice

Offering payroll services is an effective way to grow your practice. Though communicating these offerings takes some effort, we hope that these email templates will make it easier to get conversations started with your clients. Best of luck as you offer new services and grow your business!

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.