Sample Prospecting an Accounting Firm Letter

Prospecting an Accounting Firm

[DATE, ex. Wednesday, June 11, 1998]


John Smith

XYZ Inc.

1234 First Street

Suite 567

Anycity, Anystate  85245]

Dear [NAME, ex. John Smith],

We are a [NATURE OF BUSINESS, ex. medium-sized construction] firm with roughly $[AMOUNT, ex. 500,000] of yearly sales.  We are interested in retaining the services of a professional accounting firm to handle [SERVICES REQUESTED, ex. production of our quarterly and yearly income statements, balance sheets and related financial statements.  We also require a firm to handle submission of bank draw requests to finance our upcoming condominium projects].

Accordingly, I would appreciate hearing from you regarding the services your firm can provide us, as well as the fee structure.  Please call me at XXX-XXXX.  I look forward to hearing from you.


[YOUR NAME, ex. Jill Jones]

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