Launching a Freelance Bookkeeping Business: Seeking Your Expertise

As my wife embarks on her new professional journey, she is excited to transition from being an employee to a full-fledged freelance bookkeeper. With nearly two decades of experience in Accounting and Bookkeeping, she is ready to offer her expertise to clients looking for reliable financial support.

Her robust background includes diverse roles such as a staff accountant and Accounting supervisor, where she managed payroll for over 800 employees at a cable company, and acted as an office manager/bookkeeper for various sectors including real estate development, construction, and auto services. With her extensive experience, she is well-equipped to handle a variety of Bookkeeping tasks.

Currently, she is refining her skills with QuickBooks, completing all available certifications to ensure she provides the best possible service. Additionally, her professional website is nearing completion, an engagement letter has been drafted, and her resume has been updated. She is on the cusp of initiating her marketing efforts to attract new clients.

While her offerings do not extend to tax services and she is not a licensed CPA or EA, she aims to focus on small to mid-sized businesses and new entrepreneurs seeking a cost-effective bookkeeping solution. Her services will include cleaning up disorganized financial records, preparing profit and loss statements, balancing sheets, and providing insightful cost-cutting suggestions—all of which she can do effortlessly. Furthermore, she plans to prioritize automation to enhance efficiency in clients’ financial processes.

To kickstart her client acquisition, she intends to reach out to local CPA firms. We would love to hear from seasoned professionals on the best way to approach these firms. Should she initiate contact via email, a phone call, or even an in-person visit? Any advice on how to make a strong first impression would be greatly appreciated.

Additionally, we are eager to gather insights on effective strategies for landing clients and any other general advice for someone entering the freelance bookkeeping landscape.

Thank you for your support as we take this exciting step forward!