Navigating the Freelance Landscape: A Journey into Bookkeeping
My wife is on the brink of starting her freelance Accounting business, and we’re eager to harness the wisdom of seasoned bookkeepers. After dedicating nearly two decades to various Accounting roles, she’s ready to transition from traditional employment to entrepreneurship.
Her extensive background encompasses positions such as a staff accountant and supervisor of payroll for over 800 employees at a cable company, as well as roles as an office manager and bookkeeper for a real estate developer, a construction firm, and a car repair shop. With her diverse experience, she has developed a robust skill set tailored to the intricacies of Bookkeeping.
Currently, she is honing her expertise in QuickBooks and is completing the necessary certifications to elevate her qualifications. Her website is in its final stages, and she has already drafted a comprehensive engagement letter and updated her resume. With everything nearly in place, she is ready to embark on her journey to attract clients.
Importantly, she will not be providing tax services, nor is she a CPA or EA. Instead, her focus will be on catering to small to mid-sized businesses and startups, offering them an affordable Bookkeeping solution. Her strengths lie in cleaning up disorganized financial records, generating Profit & Loss statements, creating balance sheets, and analyzing expenses to suggest cost-cutting measures—all of which she can do seamlessly. Additionally, she places a strong emphasis on automation to enhance efficiency.
Our initial strategy is to connect with local CPA firms, and we would appreciate insights on the best way to approach them—should we opt for emails, phone calls, or even walk-in visits? Any advice on making a positive first impression would be invaluable.
Moreover, we welcome any recommendations for attracting clients or general tips for navigating the freelance Bookkeeping landscape.
Thank you for your support as we embark on this exciting new chapter!
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