Free sample: quiet-month recap email
A quiet month still gets a recap. Clients start to wonder if anyone looked.
Fill this in. Delete what is not true. Send.
Subject: [Month] books are closed
Hi [Client name],
[Month] is closed. I went through the numbers. Nothing jumped out.
Revenue was $[this month], compared with $[prior] in [prior period]. Operating expenses held. Net income was $[net income].
Cash at month-end was $[cash], [up/down] $[change] from last month.
P&L is [attached / in the portal]. If something on your side felt different than this, reply and I will look.
See you at [next month] close.
[Your name]
Not tax or CPA advice. Not a close checklist.
The recap kit has eight of these. Quiet month is the one you send when nothing jumped out. Do not write "not much to report this month." It sounds like you did not look.