Launching a Freelance Bookkeeping Business: Seeking Guidance from Experts

Embarking on a new professional journey can be exhilarating, and my wife is on the brink of an exciting transition as she prepares to establish her own freelance Bookkeeping business. After dedicating 15 to 20 years to the Accounting and Bookkeeping field, she is ready to break free from the conventional corporate mold and offer her expertise independently.

With an impressive background, including positions such as staff accountant and Accounting supervisor—managing payroll for over 800 employees at a prominent cable company—she has honed her skills across a range of industries. Her experience spans various sectors, including real estate development, construction, and automotive services, making her well-equipped to address diverse client needs.

She is proficient in QuickBooks and is currently finalizing her certifications to enhance her credentials. Additionally, her website is nearing completion, and she has successfully drafted her engagement letter and updated her resume. With all foundational elements in place, she is eager to begin reaching out to potential clients.

It’s important to note that she won’t be providing tax services and does not hold CPA or EA credentials. Instead, she aims to focus on small to mid-sized businesses and newer operators, offering cost-effective bookkeeping solutions. From cleaning up disorganized financial records to producing profit and loss statements and balance sheets, her extensive experience enables her to efficiently identify areas for potential cost savings. Automation will play a significant role in her services to enhance efficiency for her clients.

As part of her initial outreach strategy, she plans to connect with local CPA firms. This raises an important question: What is the most effective way to approach these firms? Should she send out emails, make phone calls, or consider in-person visits? Any advice on crafting a memorable first impression would be greatly appreciated.

Additionally, we are keen to hear your suggestions for acquiring clients and any general tips that could assist her in this new venture.

Thank you for your insights and support as she embarks on this exciting new chapter!