Launching a Freelance Bookkeeping Business: Seeking Insights from the Experts

As many professionals contemplate a new path, my wife is set to transition from being an employee to an independent freelance bookkeeper. With nearly two decades of experience in the fields of Accounting and Bookkeeping, she’s prepared to share her expertise with clients who could greatly benefit from her skills.

Throughout her career, she has held several pivotal roles, including staff accountant and supervisor of Accounting in a large cable company, office manager for a real estate developer, and bookkeeper for various industries including construction and automotive services. Her diverse background has equipped her with a deep understanding of the financial landscape, making her more than capable of handling the intricacies of Bookkeeping.

Currently, she is proficient in QuickBooks and is diligently completing all available certifications through the platform. As her website nears its launch, she has finalized essential documents such as her engagement letter and a polished resume, putting her in a prime position to reach out to potential clients.

It’s important to note that while she possesses extensive bookkeeping knowledge, she will not be offering tax services and is not a CPA or EA. Her target market consists of smaller, mid-sized, or newer businesses that require a reliable and cost-effective bookkeeping solution. With her ability to organize finances, create profit and loss statements, balance sheets, and recommend cost-saving strategies, she aims to provide automation solutions that simplify Accounting tasks for her clients.

One of her initial strategies involves establishing connections with local CPA firms. This raises an important question: what is the best method for introducing her freelance bookkeeping services to these firms? Should she initiate contact via email, make a phone call, or perhaps even drop by for a walk-in introduction? Any advice on how to craft a strong first impression would be invaluable.

Moreover, we are very open to suggestions on effective strategies for landing clients and any general tips for a successful freelance launch.

Thank you for your support as she embarks on this exciting new journey into entrepreneurship!