My wife is almost ready to start taking on clients – looking for advice from experienced freelance bookkeepers.

Title: Launching a Freelance Bookkeeping Career: Seeking Insights and Best Practices

As my wife prepares to dive into the world of freelancing, we are reaching out to seasoned Bookkeeping professionals for guidance. With 15-20 years of extensive experience in various Accounting roles, she is now ready to leverage her skills on her own terms.

Her diverse background includes serving as a staff accountant and Accounting supervisor for a cable company, where she managed payroll for over 800 employees. Additionally, she has held positions as an office manager and bookkeeper across different sectors, including real estate development, construction, painting, and auto mechanics. This broad exposure has equipped her with a robust understanding of the financial intricacies these industries present.

Currently, my wife is completing various QuickBooks certifications to further bolster her expertise, and her professional website is nearing launch. With an engagement letter finalized and an updated resume in hand, she is eager to start attracting clients. It’s important to note that while she will not provide tax services and does not hold CPA or EA designations, she aims to support smaller, mid-sized, and newer businesses as a cost-effective Bookkeeping solution.

Her services will include cleaning up disorganized financial records, preparing profit and loss statements, balancing sheets, and offering valuable suggestions for cost-saving strategies. In addition, she places a strong emphasis on automating bookkeeping processes wherever possible.

To kick off her marketing efforts, we plan to establish connections with local CPA firms. However, we are uncertain about the best way to approach these potential partners. Should she send out emails, make phone calls, or simply walk in to introduce herself? We’re eager to hear suggestions for making a memorable first impression.

Moreover, we would greatly appreciate any advice on successfully securing clients or best practices for operating a freelance bookkeeping business.

Thank you for your insights and support as we embark on this exciting journey!