Email & LinkedIn Templates

Hi ___________,

I am the Executive Assistant for Now CFO in (market). We offer outsourced accounting support from Book Keeping to CFO level assistance. We have been successful growing our business by getting out there and meeting accounting professionals such as yourself.

Would you be able to  meet with the Managing Partner over a cup of coffee or allowing us to swing by your office for a short visit so we get better acquainted. Maybe we’ll have some opportunities to work together in the future.

Would any of the following times work for you?

(List no more than 3 options)

If none of these times work for you, will you please suggest a time that will work and I will try to accommodate your schedule. We look forward to meeting you and sharing accounting strategies.


Hi John, I came across your LI profile and company website, and thought that due to our common work in accounting, it would be a good idea to meet over a cup of coffee. I’d like to learn a little more about the services you offer and share with you what Now CFO does. Maybe we’ll have some opportunities to work together in the future. Do you have 15-30 minutes for a meeting or coffee sometime? Kind Regards,
IF HE SAYS YES, SEND THE FOLLOW UP MESSAGE: Thank you for accepting my invitation, before we set a time and place, can you tell me a little more about your company? How many employees, and What is your role in accounting? Thanks,