One page, on your letterhead, in your voice, about the actual business and the actual thing it needs this month. Here's every piece and why it's there.
Dear Mr. Reyes,
1Congratulations on registering Cornerstone Concrete LLC last week. Starting a concrete business in Hillsborough County means your first quarter matters more than most — the S‑corp election window, sales-tax registration, and separating business from personal accounts all come due before you're busy enough to think about them.
Most new contractors I meet find out about these deadlines after they've passed, and unwinding that costs far more than getting it right the first time.
2I put together a one-page first-90-days checklist for new contractors. If it's useful, it's yours — no obligation, no meeting required. And if you'd rather talk it through, thirty minutes on the phone is free.
Dana Morales
Dana Morales, CPA · Morales & Co. Accounting
P.S. The first-90-days checklist is free either way — call or text and mention HB-0419.
The real filing, from the public record, the week it happened — never "Dear business owner." That first sentence is why it gets read instead of tossed.
A checklist, a deadline, a heads-up — something worth keeping even if they never call. One offer, one ask.
Not a template with the name swapped. The agent writes each letter from your voice profile and your offer, for this business's exact moment — on your letterhead, with your signature. You approve every one before it mails, and your edits teach it.
The number rings your phone. Texts reach your cell. The QR goes to your page. The code ties it all back to this exact letter — so you know what worked.
Every letter says why it came and how to stop mail like it. That's why it reads as a letter from a person, not junk mail.