Exciting New Venture: Seeking Guidance for a Freelance Bookkeeping Journey

My wife is on the brink of an exciting new chapter in her career, ready to embark on her journey as a freelance bookkeeper. After dedicating nearly two decades to the Accounting and Bookkeeping field, she is armed with a wealth of experience and knowledge. Her background includes roles as a staff accountant and supervisor, managing payroll for over 800 employees at a cable company, as well as serving as an office manager and bookkeeper across various industries such as real estate development, construction, and automotive services.

Recognized for her adept skills in QuickBooks, she is also finalizing her certifications to ensure she is fully equipped for this new venture. With her website nearing completion and essential documents like the engagement letter and updated resume in place, she is prepared to start marketing her services to potential clients.

It’s important to note that she will not be providing tax services, as she is not a CPA or EA. Instead, her focus will be on supporting small to mid-sized businesses and startups, offering a cost-effective solution for those in need of Bookkeeping assistance. Her expertise includes tidying up disorganized financial records, generating profit and loss statements, creating balance sheets, and providing insights on cost-cutting strategies—all of which she can handle with ease. Additionally, she is prioritizing automation to enhance efficiency in her processes.

As we prepare to connect with local CPA firms as an initial strategy, I seek advice on the best approach to make a positive impression. Should we reach out via email, make phone calls, or walk in personally to introduce her services? What tactics can we employ to ensure she stands out in these interactions?

We are also considering an hourly billing structure and would appreciate any insights or recommendations for landing clients in this competitive market.

Thank you in advance for your guidance and support as we embark on this promising new journey!