Embarking on a Freelance Bookkeeping Journey: Seeking Insights from Experienced Professionals

As my wife prepares to step into the world of freelance Bookkeeping, I’m reaching out to gather valuable insights from seasoned professionals in this field. After dedicating nearly two decades to the Accounting and Bookkeeping industry, she is excited to transition from working for others to establishing her own practice.

Her impressive background includes serving as a staff accountant and Accounting supervisor for a significant cable company, where she managed payroll for over 800 employees. Additionally, she has held roles in various sectors, including real estate development, construction, and automotive services. This diverse experience has equipped her with a comprehensive skill set in financial management and bookkeeping.

Currently, she is enhancing her credentials by completing all available QuickBooks certifications, and her website is nearing its launch. With an engagement letter finalized and her resume polished, she is on the brink of marketing her services to potential clients.

It’s important to note that she will not be offering tax services, as she is neither a CPA nor an Enrolled Agent. Instead, her target audience consists of smaller, mid-sized, and newer businesses seeking a cost-effective bookkeeping solution. Her expertise includes tidying up disorganized financial records, producing financial statements, and identifying opportunities for cost reduction—all of which she can do with remarkable ease. Moreover, she is committed to leveraging automation to enhance efficiency in her work.

As she begins her outreach, the initial focus will be on local CPA firms. I would love to gather advice on the best methods to approach these firms. Should she initiate contact via email, make phone calls, or opt for a walk-in visit? What strategies can ensure a positive and lasting first impression?

We are leaning towards hourly billing for her services, but I am also open to any additional suggestions for attracting clients and general advice that could aid in this new venture.

Your insights are greatly appreciated. Thank you for your support as she embarks on this exciting new chapter!