My wife is almost ready to start taking on clients – looking for advice from experienced freelance bookkeepers.

Launching a Freelance Bookkeeping Career: Seeking Advice from Industry Experts

As my wife prepares to embark on an exciting new chapter in her professional journey, we are reaching out for insights from seasoned freelance bookkeepers. After dedicating nearly two decades to the Accounting and Bookkeeping fields, she is ready to break away from traditional employment and start her own business.

With experience that spans various industries—including serving as a staff accountant and payroll supervisor for a cable company handling over 800 employees, as well as working as an office manager and bookkeeper in real estate development and auto mechanics—she is well-equipped for this new venture. Her extensive familiarity with QuickBooks is complemented by her pursuit of additional certifications, and her professional website is nearing completion. The foundational documents, such as the engagement letter and an updated resume, are also ready, positioning her to start attracting clients soon.

While she will not be offering tax services and does not hold CPA or EA designations, her focus is on smaller, mid-sized, and emerging businesses, providing them with an efficient and cost-effective Bookkeeping solution. She excels at tasks like organizing disordered financial records, preparing profit and loss statements, developing balance sheets, and identifying cost-saving opportunities. To enhance efficiency, she prioritizes automation in her bookkeeping processes.

Our preliminary strategy involves collaborating with local CPA firms, but we are keen to hear your thoughts on the best way to initiate these connections. Should she reach out via email, make a phone call, or consider a face-to-face visit? Additionally, any advice on crafting a positive first impression would be greatly appreciated.

We are considering hourly billing for her services and are open to any suggestions on client acquisition strategies or general tips for a successful freelance bookkeeping business.

We welcome your insights and thank you for your assistance as we embark on this journey!