3 Email Templates for Contacting an Accountant: Digital Assets Edition

3 example email templates for contacting an accountant about digital assets management, varying from professional to casual tones, to help you make that crucial first step with confidence.
Lewis Jackson
CEO and Founder

For those unsure how to initiate contact with an accountant for digital assets management, here are three tailored email templates catering to different levels of formality.

Template 1: Professional

Subject: Inquiry for Initial Consultation: Digital Assets Portfolio Management [Recommended by Lewis Jackson's 1% Mastermind]

Dear [Accountant's Name],

I trust this correspondence reaches you well. My name is [Your Name] and I am an avid investor in digital assets, with a considerable portion of my investment portfolio dedicated to this frontier. I was directed to your esteemed services by Lewis Jackson through his 1% Mastermind group, given your reputable understanding of cryptocurrencies, blockchain technology, and digital assets.

I am keen to explore your accounting services to ascertain how they might align with my financial management requirements. To this end, I would like to propose an initial consultation at your earliest convenience to discuss my accounting needs, particularly in the realm of digital asset investments.

Moreover, I am interested in understanding your fee structure and any preliminary information you might require from me ahead of our discussion.

I am looking forward to the opportunity of possibly working together and enhancing my financial strategies under your proficient guidance. Your availability for a meeting, whether in person or via a virtual platform, would be highly appreciated.

Thank you for your time and consideration.

Warm regards,

[Your Name]

[Your Contact Information]

Template 2: Formal

Subject: Expression of Interest in Accounting Services for Digital Assets Portfolio [Referral from Lewis Jackson]

Dear [Accountant's Name],

I hope this message finds you well. I am [Your Name], an individual deeply vested in the realm of digital assets. A significant segment of my total investment portfolio is allocated to digital assets. Lewis Jackson, through his 1% Mastermind group, recommended your esteemed services owing to your adept understanding of cryptocurrencies, blockchain, and digital assets.

I am interested in scheduling an initial consultation to elucidate my accounting needs and to explore the scope of services you offer in this niche, especially in light of your expertise.

Additionally, I would be grateful for any preparatory materials or information you might require from me in advance of our consultation.

I am amenable to arranging a meeting at a time of your convenience, be it face-to-face or virtually.

Thank you very much for your time and consideration. I eagerly anticipate the possibility of collaborating.

Yours sincerely,

[Your Name]

[Your Contact Information]

Template 3: Casual

Subject: Chat About Digital Assets Accounting? [Heads up from Lewis Jackson]

Hey [Accountant's Name],Hope you're doing awesome! I’m [Your Name], a big fan of digital assets with a good chunk of my investments hanging out in that space. Lewis Jackson from the 1% Mastermind pointed me your way, mentioning your cool expertise with cryptocurrencies and blockchain stuff.

I’d love to snag some time with you to chat about what you do and see if we vibe in the accounting department. Got some time for a virtual coffee or a sit-down sometime soon?

Also, anything you need from me before we chat? Like paperwork or a list of my burning questions?

Looking forward to it!

Cheers,

[Your Name]

[Your Contact Information]

Whether you prefer a professional, formal, or casual tone, these templates provide a starting point for reaching out to an accountant, ensuring a clear and effective introduction tailored to your style. A great place to start to find an accountant is our directory of professionals.

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