Starting a Freelance Bookkeeping Business: Tips for Success

As my wife embarks on an exciting new journey to establish her own freelance Bookkeeping business, we are eager to gather insights from those with experience in the field. With nearly two decades of expertise in Accounting and Bookkeeping, she is well-equipped for this venture.

Her impressive background includes roles as a staff accountant and supervisor at a major cable company, overseeing payroll for over 800 employees. She has also served as an office manager and bookkeeper for various industries, including real estate development, construction, automotive, and more. Such a broad range of experience has honed her skills and prepared her for the challenges and rewards of entrepreneurship.

Currently, my wife is finalizing her training in QuickBooks and completing all relevant certifications. With her professional website nearing completion, an engagement letter in hand, and a polished resume, she is poised to begin marketing her services.

It’s important to note that while she will not be providing tax services, she aims to target small to mid-sized businesses and newer entrepreneurs, offering them a cost-effective bookkeeping solution. Her capabilities include cleaning up disorganized financial records, generating profit and loss statements, balancing sheets, and providing insights on cost reduction strategies. She is a strong advocate for automation, which will be a key component of her service offerings.

Connecting with Local CPA Firms

Our initial strategy focuses on forming connections with local CPA firms. In seeking advice from seasoned professionals, we are curious about the best methods to approach these firms. Should we reach out via email, make phone calls, or perhaps even drop in for an in-person visit? Furthermore, any additional tips on making a lasting first impression would be invaluable.

Open to Suggestions

We are also exploring various strategies for attracting clients beyond targeting CPA firms. Insights on effective networking, marketing techniques, or building a solid client base in the bookkeeping sector would be greatly appreciated.

As she prepares to bill clients on an hourly basis, any guidance from those familiar with the freelance bookkeeping landscape would be a tremendous help. Thank you for your assistance as we navigate this exciting new chapter!