Launching a Freelance Bookkeeping Business: Seeking Insights from Industry Experts
As my wife prepares to take the exciting leap into freelancing, we’re reaching out for guidance from seasoned Bookkeeping professionals. With nearly two decades of experience in Accounting and Bookkeeping, she is well-equipped for this journey. Her impressive background includes roles as a staff accountant and supervisor for a large cable company, an office manager and bookkeeper for a real estate developer, as well as various positions in construction and auto mechanics.
Her extensive experience with QuickBooks is complemented by her ongoing pursuit of relevant certifications, ensuring she stays ahead of industry standards. With her website nearly ready, an engagement letter completed, and an updated resume in hand, she is on the verge of launching her client outreach efforts.
It’s important to note that she will not be offering tax services, as she is neither a CPA nor an EA. Instead, her target market includes small to mid-sized businesses and startups, aiming to provide them with cost-effective bookkeeping solutions. She excels at organizing tumultuous financial records, generating profit and loss statements, balancing sheets, and identifying potential cost reductions—often with remarkable ease. A strong focus on automation will also be integral to her services.
Our initial strategy involves reaching out to local CPA firms. However, we’re weighing the best method for making that first contact. What do you recommend? Should we send an email, make a phone call, or perhaps even visit in person? Additionally, any pointers on making a memorable first impression would be greatly appreciated.
We plan to bill hourly for her services and welcome any further suggestions on attracting clientele or general advice for launching her freelance venture.
Thank you in advance for your insights and support!
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