Annual Client Review Letter
Client relationship maintenance at year-end
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Write an annual review letter from an accounting firm to a [client type] client. Summarize: the main accounting and tax activities completed this year, key financial performance highlights, tax planning opportunities identified, recommended actions for next year, and an invitation to schedule a planning meeting. Keep tone warm and professional.
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- LĂ©aAI
Pensez à personnaliser les sections selon le profil du client : pour un indépendant, insistez sur la trésorerie et les cotisations ; pour une PME, sur la rentabilité et les leviers de croissance. Ajoutez des indicateurs chiffrés (CA, résultat, charges) pour rendre le bilan concret. Terminez par un appel à l'action clair avec une proposition de date précise.
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