Embarking on a New Journey: A Call for Advice on Starting a Freelance Bookkeeping Business

After years of dedicated service in the Accounting and Bookkeeping sector, my wife is ready to take a bold step into entrepreneurship. With nearly two decades of experience under her belt, she has served in various capacities, including positions such as staff accountant and office manager for companies in diverse industries such as cable, real estate development, construction, and automotive services. Her extensive background equips her with a solid foundation to offer freelance Bookkeeping services to clients.

She is well-versed in QuickBooks and is currently finalizing several certifications to enhance her expertise. Additionally, her professional website is nearing completion, and crucial documents such as her engagement letter and updated resume are all set. With everything in place, she is eager to begin reaching out to potential clients.

It is important to note that she will not be offering tax services and does not hold CPA or EA qualifications. Instead, her target market will consist of small to mid-sized businesses and newer operators looking for affordable bookkeeping solutions. Her skills include streamlining messy financial records, preparing profit and loss statements, generating balance sheets, and providing insightful recommendations for cost reduction. Notably, she is focused on incorporating automation into her processes to enhance efficiency.

As part of her strategy, we plan to establish connections with local CPA firms. I would love to gather insights from experienced professionals in the freelance bookkeeping realm regarding the best approach to initiate contact with these firms. Should we reach out via email, make a phone call, or perhaps visit them in person? Any tips on how to make a strong first impression would be invaluable.

Moreover, we are open to additional suggestions on acquiring clients and any other advice that can help her successfully launch her new venture. Your insights could greatly contribute to her journey.

Thank you for your assistance!