Embracing a New Chapter: Transitioning from Employee to Freelance Bookkeeper

My wife is on the brink of a significant career transition—she’s ready to step away from traditional employment and start her own freelance Bookkeeping business. With nearly two decades of experience in Accounting and Bookkeeping, she possesses a diverse skill set that covers various industries, including roles as a staff accountant and supervisor, office manager for a real estate developer, and Bookkeeping for sectors such as construction and auto mechanics.

Her extensive experience includes proficient knowledge of QuickBooks, and she is currently wrapping up the last of her certifications in the program. The final touches are being made to her professional website, and she has already prepared essential documents like an engagement letter and an updated resume, all in preparation for reaching out to potential clients.

It’s important to note that she won’t be providing tax services and does not hold a CPA or EA designation. Instead, she plans to target smaller, mid-sized, and newer businesses, offering a cost-effective solution tailored to their needs. With her expertise, she can tackle disorganized accounts, generate profit and loss statements, prepare balance sheets, and identify cost-cutting opportunities with ease. She is particularly focused on utilizing automation to streamline processes for her clients.

Our initial strategy involves contacting local CPA firms to explore partnership opportunities. We are keen to understand the best way to introduce her services to these firms—whether through email, phone calls, or in-person visits. Additionally, we welcome any other strategies for creating a strong initial impression and effectively landing clients.

We are also considering hourly billing rates for her services and would appreciate any insights or suggestions the freelance community might offer.

Thank you for your support as we embark on this exciting new journey!