Embracing Independence: Navigating the Freelance Bookkeeping Landscape
After 15-20 years of dedicated work in the Accounting and Bookkeeping sector, my wife is poised to embark on an exciting new chapter — launching her freelance Bookkeeping business! With a wealth of experience under her belt, including roles as a staff accountant and office manager in various fields such as construction and automotive services, she is well-prepared to assist a diverse clientele.
As she finalizes her offerings, my wife is diligently completing her QuickBooks certifications and putting the finishing touches on her professional website. Her focus will be on providing specialized bookkeeping services without diving into tax preparation, as she is not a CPA or EA. She aims to serve small to mid-sized businesses and startups, offering an affordable and reliable solution for their financial needs. From cleaning up disorganized books to preparing profit and loss statements and balance sheets, she is eager to help her clients find efficiencies and reduce costs. Additionally, she places a strong emphasis on automation, streamlining processes for greater accuracy and efficiency.
Our initial marketing strategy involves reaching out to local CPA firms, with the goal of forming mutually beneficial partnerships. At this early stage, we’re seeking your insights on the best approach to contact these firms. Should we introduce ourselves via email, phone calls, or perhaps even in-person visits? We’d also appreciate guidance on making a lasting first impression.
Moreover, we welcome any additional tips on acquiring clients and establishing a successful freelance bookkeeping practice. Our intended billing structure will be hourly, ensuring flexibility for our clients and a straightforward service model.
Thank you for your valuable advice — we look forward to this new journey!
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