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

Launching a Freelance Bookkeeping Business: Seeking Guidance from Industry Experts

As my wife embarks on an exciting new chapter in her career, she’s preparing to transition from employment to entrepreneurship in the freelance Bookkeeping realm. With an impressive background of 15-20 years in Accounting and Bookkeeping, she has honed her skills in various roles — from supervising payroll for over 800 employees at a major cable company to managing the finances for real estate developers, construction firms, and auto mechanics. Her diverse experience has equipped her with a comprehensive understanding of the industry.

Currently, she is finalizing her website and completing all available certifications in QuickBooks to ensure she is well-prepared to serve her clients. The foundational elements of her business, including an engagement letter and an updated resume, are in place, allowing her to focus on client acquisition.

It’s important to note that while she excels in bookkeeping, she will not be providing tax services and is neither a CPA nor an EA. Her primary target market consists of smaller to mid-sized businesses and startups who are seeking a cost-effective solution to their bookkeeping needs. She specializes in cleaning up disorganized financial records, preparing profit and loss statements, managing balance sheets, and offering cost-saving recommendations. Additionally, streamlining processes through automation is a key priority for her.

Our strategy begins with reaching out to local CPA firms, as we believe this could lead to fruitful partnerships. We are seeking insights on the best approach to introduce her services. Should we opt for a formal email, a phone call, or perhaps a walk-in visit? Any advice on making a strong first impression would be greatly appreciated.

Moreover, we are interested in exploring effective strategies for acquiring clients in this competitive landscape. We are considering an hourly billing model and are open to any suggestions that could aid in her successful transition into freelancing.

Your input would be incredibly valuable as we navigate this new venture. Thank you in advance for your advice and support!