Launching a Freelance Bookkeeping Business: Seeking Insights from Industry Experts

As my wife prepares to embark on her entrepreneurial journey as a freelance bookkeeper, we’re reaching out to those who have navigated this world successfully for insights and advice. With nearly two decades of experience in Accounting and Bookkeeping, she is ready to leverage her extensive background to help businesses thrive.

Her professional history spans various roles, including staff accountant and supervisor at a large cable company, office manager and bookkeeper for a real estate developer, and Accounting specialist for businesses in the construction and automotive sectors. This diverse expertise has equipped her with a profound understanding of financial management.

Currently, she is honing her skills in QuickBooks, completing the final certifications, and finalizing her website. Additionally, she has crafted an engagement letter and updated her resume, positioning her for a successful launch into the freelance market.

It’s important to note that she will not be offering tax services and is not a CPA or EA. Instead, her focus will be on providing cost-effective Bookkeeping solutions for small, mid-sized, and new businesses. She excels in financial cleanup, generating profit and loss statements, balancing sheets, and identifying cost-cutting opportunities with ease. Moreover, streamlining processes through the use of automation is integral to her service approach.

Our initial strategy involves connecting with local CPA firms to establish partnerships. We are eager to hear your thoughts on the best way to approach these firms. Should we opt for email outreach, phone calls, or perhaps a direct visit? Additionally, any tips on making a strong first impression would be greatly appreciated.

We are also exploring different avenues for acquiring clients and welcome any suggestions or insights you may have on building a successful freelance bookkeeping business.

Thank you for your guidance as we navigate this exciting new chapter!