Launching a Freelance Bookkeeping Business: Seeking Insights from Seasoned Professionals

After years of dedicating her skills to various organizations, my wife is excited to embark on her own entrepreneurial journey as a freelance bookkeeper. With an impressive 15-20 years of experience in Accounting and Bookkeeping, she has honed her expertise across diverse sectors, including cable television, real estate development, construction, and automotive services.

Her professional background includes roles such as staff accountant and Accounting supervisor, where she managed payroll for over 800 employees. Additionally, she has served as an office manager and bookkeeper, providing her with a holistic understanding of the financial landscape in multiple industries. This depth of experience has equipped her with the necessary skills to support businesses in need of reliable financial management.

Currently, my wife is completing her certifications through QuickBooks and is finalizing her website, which is set to launch soon. She has also crafted her engagement letter and updated her resume, putting her in a strong position to attract clients. As she prepares to market her services, she is focusing on smaller, mid-sized, and emerging businesses, offering a budget-friendly alternative to traditional Accounting solutions. Notably, her services do not include tax preparations, as she is neither a CPA nor an enrolled agent.

One of her key strengths lies in her ability to streamline financial operations; she is adept at cleaning up disorganized books, generating profit and loss statements, balancing accounts, and providing valuable insights for cost reduction. Automation will play a significant role in her operations, enhancing efficiency and accuracy for her clients.

As part of her initial outreach strategy, my wife plans to connect with local CPA firms. To that end, I’m curious about the best methods for making initial contact. Should she reach out via email, make phone calls, or consider walking in for personal interactions? Additionally, I would appreciate any tips on creating a strong first impression when networking with these firms.

We are open to billing clients on an hourly basis and would love to hear any suggestions or advice from those who have successfully navigated the client acquisition process in this field.

Thank you in advance for your insights and support as she embarks on this exciting venture!