Starting a Freelance Bookkeeping Venture: Seeking Advice from Seasoned Professionals

After years of dedicated service in the Accounting and Bookkeeping industry, my wife is embarking on an exciting new journey as a freelance bookkeeper. With nearly two decades of comprehensive experience, she has performed various roles, including serving as a staff accountant and supervisor of Accounting for a sizable cable company. Her career spans positions such as office manager and bookkeeper for a real estate developer, a construction firm, and an auto mechanic shop, giving her a well-rounded understanding of diverse financial landscapes.

Currently, she is enhancing her skill set by completing all available QuickBooks certifications while finalizing her professional website. With her engagement letter and updated resume ready for action, she is poised to start marketing her services to potential clients.

It’s important to note that while she will not be offering tax services and is not a CPA or EA, she plans to focus on assisting smaller, mid-sized, and emerging businesses as a cost-effective alternative for their Bookkeeping needs. Her expertise includes cleaning up disorganized financial records, preparing profit and loss statements, creating balance sheets, and advising on cost-cutting measures—all with a commitment to leveraging automation to streamline processes.

As part of her initial strategy, she intends to reach out to local CPA firms to forge potential partnerships. We are curious about the best methods for making that first contact. Should she initiate communication through email, phone calls, or even an in-person visit? Any insights on creating a memorable first impression would be greatly appreciated.

We are also exploring billing by the hour, and I am keen to hear any additional tips or effective strategies for acquiring clients in this competitive landscape. Your expertise and advice would be invaluable as she embarks on this exciting new chapter.

Thank you for your support!