Navigating the Freelance Landscape: Launching a Bookkeeping Practice

Embarking on a new business venture can be both exhilarating and daunting. My wife is about to take a significant step by transitioning into freelance Bookkeeping after over 15 years in the Accounting field. She has held various positions ranging from staff accountant and Accounting supervisor at a large cable company to office manager and bookkeeper for diverse businesses including real estate development, construction, and automotive service. Her extensive experience has equipped her with a robust understanding of the industry, and she is now ready to serve clients on her own terms.

Currently, she is in the final stages of preparation. With a strong background in QuickBooks and all available certifications nearing completion, her website is just about ready to launch. Her engagement letter is finalized, and her resume has been polished to perfection. As she gears up to market her services, it’s clear that her niche will focus on providing comprehensive Bookkeeping solutions without venturing into tax services—she is not a CPA or an EA. Instead, she aims to be the go-to resource for small to mid-sized businesses and start-ups, offering a cost-effective way to manage financial records, generate profit and loss statements, balance sheets, and cost-cutting recommendations. Moreover, she places a significant emphasis on automation, streamlining processes for efficiency.

As part of her marketing strategy, my wife plans to connect with local CPA firms. However, we’re contemplating the best way to initiate these professional relationships. Should she reach out via email, make phone calls, or perhaps visit in person? It’s crucial to make a lasting first impression, and any guidance from those experienced in the freelance bookkeeping arena would be greatly appreciated.

Additionally, we welcome any tips on attracting clients and general insights into building a successful freelance business. Our billing will be hourly, and we aim to provide exceptional service that speaks for itself.

Thank you for your support and advice as we navigate this exciting new chapter!