Templates

Standard templates, email scripts, and workflow references for the HPP team

These templates reflect Pretty Penny's brand voice: friendly, clear, and human. Always personalize before sending.

Month-End Financial Package

Monthly Close

Estimated Tax Reminder — First Time

Quarterly Tax

Estimated Tax Reminder — Returning Client

Quarterly Tax

Uncategorized Transactions Reminder

Month-End

Outstanding Questions Follow-Up

Client Communication

Out of Office — General

Internal / OOO

Out of Office — Vacation

Internal / OOO

YE Tax-Ready Financials

Year-End