Published using Google Docs
financial_services_early_game_email_scripts
Updated automatically every 5 minutes

FINANCIAL SERVICES
EARLY GAME EMAIL SCRIPTS

TOLD BY RUN_FRICTIONLESS

FREDERICK W TAYLOR,
SCIENTIFIC MANAGEMENT 1911


CONTENTS

ACCOUNTS ARE DUE        4

SCOPING        4

PRE-SALE QUESTIONNAIRE        4

PRESALES QUESTIONNAIRE - REMINDER        5

QUOTE REMINDER        6

LATE PENALTY REMINDER        6

SIGN THE ANNUAL ACCOUNTS        6


ACCOUNTS ARE DUE

[subject]

your annual financial accounts are due shortly

[copy]

Dear {XXX},

Your YE accounting is here. I am sending you a short questionnaire to help us both prepare. The questions are high level and will only take a few minutes to answer.

After receiving your reply I will prepare next steps and quotations for you.

Kind regards,

{XXX}

SCOPING

[subject]

let’s scope your bookkeeping

[copy]

Dear {XXX},

If you are planning for us to handle your bookkeeping, please allow us to scope the work first. Please share with us your bank account statements or access to your online accounting software.

How to invite us to your application

1. Provide access to your online accounting software to our team (accounting@[hidden].com.sg)  OR

2. If your software doesn’t allow to add any more users, provide us with an existing login and password

Please allow 2 working days for the consultants to reply to us.  An accurate quotation will then be issued.

If our engagement is approved, we’ll issue an invoice. If not, please block our access to your accounting software by either removing us (accounting@[hidden].com.sg) from authorised users or changing your password.

Any bank statements you share will be treated with the up most confidentiality.

Kind regards,

{XXX}

PRE-SALE QUESTIONNAIRE

[subject]

tell us about your books

[copy]

Dear {XXX},

 

If you are planning for us to handle your bookkeeping, we have a few questions.

To help us get started and quote you accurately, could you please complete our online questionnaire. It takes only 30 minutes to complete.

Please provide us accurate information. The more you can tell us the better we can assist you.

About the form

  1. The form requires the users to authenticate themselves using LinkedIn or a Facebook account. We do not store these details.
  2. The form is smart and will save your progress, so you can log back any time to edit or add more details, before making the final submission to us.

Start now

If this proves too difficult, let me know and I will book a talk-time session.

Kind regards,

{XXX}

PRESALES QUESTIONNAIRE - REMINDER

[subject]

we are stuck

[copy]

Dear {XXX},

To help us get started and quote you accurately, could you please complete our online questionnaire. It takes only 30 minutes to complete. Forgive us if we ask a question which we may already know the answer to – we are being thorough. The more you can tell us the better we can assist you.

Could you please reply inline in a second colour elow each of the following questions?

  1. Has the bookkeeping being done? If so, what application are the books in?
  2. Is your firm registered for GST?
  3. Do you have a corporate holding in the company?
  4. Did the company enter into hire purchase agreements or long term liabilities?
  5. Are you planning to declare dividends to shareholders?
  6. Were there any loans to the directors?
  7. Does the company have expensive, long term assets on it’s books. Example building or cars?
  8. Does the company hold inventory on it’s books?
  9. Do you plan to pay director fees?
  10. Do you expect your company to make a net loss or profit?

 

Kind regards,

{XXX}

QUOTE REMINDER

[subject]

re: quote for your approval

[copy]

Dear {XXX},

Can we have a reply from you today on these quotes please? As your company sec we have as part of our duty informed you of your important dates, and are not liable for any late penalty fees that may apply.

Hope to hear from you shortly.

Kind regards,

{XXX}

LATE PENALTY REMINDER

[subject]

late penalty fee update

[copy]

Dear {XXX},

You have accumulated approximately XX in late penalty fees. To settle this matter please contact us as soon as possible.

If you need an exact computation of penalty fees please contact the authorities. You can find out more from our article titled Beware of late penalty bumps.

Kind regards,

{XXX}

SIGN THE ANNUAL ACCOUNTS

[subject]

Please sign your Annual Financial accounts

[copy]

Dear {XXX},

We are pleased to inform you that your company’s annual financial accounts are complete. Please find attached.

  1. Unaudited financial accounts
  2. Annual General Meeting documents
  3. Tax computation

Explanation

Please read the documents carefully, as you are responsible for their accuracy once they are signed. The following items are worthy of your attention.

1. {XXX}

2. {XXX}

3. {XXX}

 

Meet us this week

Filing of the AGM documents is not due until {XXX}, however we would like to make an appointment to sign the documents at our offices during the next seven (7) days. The consultation is free-of-charge and is designed to answer your questions and procure your signature.

If you are not able to meet in person, we can conduct a telephone call and you can sign / courier originals to us within seven (7) working days.

 

Notifications

You will receive one more notification before the filing date to sign the documents. Any late penalty fees incurred for late filing is the responsibility of your firm, and we will not be held liable. Hence we encourage you to sign documents in seven (7) days.

 

Next steps

Please choose one of the following.

1. Make an appointment and meet us in person OR

2. Print, sign and courier the documents back to us.

I am available at {XXX} on {XXX} to meet with you.

Kind regards,

{XXX}




> BUY ME

Disclaimer

None of runfrictionless, any of its affiliates, providers or their respective officers, directors, employees, agents, independent contractors or licensors (referred to collectively as the runfrictionless Parties) guarantees the accuracy, adequacy, timeliness, reliability, completeness, or usefulness of any of the content and runfrictionless disclaims liability for errors or omissions in the content.

The Document and all of the content is provided “as is”, without any warranty, either express or implied, including the implied warranties of merchantability, fitness for a particular purpose, non-infringement or title. The Document could contain technical inaccuracies or typographical errors.

Runfrictionless Parties do not warrant as to the results of your use of the content or that the Document is free of viruses or other harmful components. Use of this Document is at your own risk. This does not affect those warranties which cannot be excluded or restricted under the applicable laws.

We may discontinue or make changes in the content and the Document at any time without prior notice and without any liability. Any dated information is published as of its date only, and runfrictionless Parties do not undertake any obligation or responsibility to update or amend any such information. We reserve the right to terminate any or all Document offerings or transmissions without prior notice.

Third Party Documents

This Document may contain links to websites controlled, owned, or operated by third-party entities, organisations or people (the Third Party Documents). Links to Third Party Documents on the Document are provided solely for your convenience. If you use these links, you leave the Document. We have not reviewed all of these Third Party Documents and do not control and are not responsible for these websites or their content or availability. Runfrictionless therefore does not endorse or make any representations about them, or any material found there, or any results that may be obtained from using them. If you decide to access any of the Third Party Documents linked to the Document, you do so entirely at your own risk.

Copyright © runfrictionless 2018

run_frictionless