Launching a Freelance Bookkeeping Career: Seeking Insights from Experienced Professionals

Embarking on a freelance journey often comes with both excitement and trepidation. My wife is preparing to transition from her role as an employee to becoming an independent freelancer in the Bookkeeping field, and we would love to tap into the wisdom of seasoned Bookkeeping professionals during this pivotal time.

With nearly two decades of experience in the Accounting and bookkeeping arena, her career includes roles such as staff accountant and Accounting supervisor, where she managed payroll for a substantial cable company. Her expertise extends to positions as an office manager and bookkeeper for various sectors, including real estate development, construction, painting, and automotive services. She possesses a robust knowledge of bookkeeping and Accounting principles, making her well-equipped to take on her own clients.

Currently, she is advancing her skills by completing QuickBooks certifications and finalizing her professional website. Additionally, she has crafted an engagement letter and updated her resume, positioning herself to begin marketing her services to potential clients.

It’s important to note that she will not be offering tax services and is neither a CPA nor an EA. Instead, her focus will be on providing cost-effective bookkeeping solutions for small to mid-sized businesses, especially newer operators. She excels at organizing disordered financial records, generating profit and loss statements, crafting balance sheets, and identifying opportunities for cost reduction. Automation will be an essential aspect of her services, as she aims to streamline processes for her clients.

As part of her marketing strategy, her initial outreach will be directed at local CPA firms. We’re contemplating the best approach to make this connection. Should we utilize email, make phone calls, or opt for a face-to-face visit? If you have tips on crafting a compelling first impression, we would greatly appreciate your advice.

Moreover, we would be grateful for any additional strategies on how to successfully acquire clients or general insights into establishing a freelance bookkeeping business.

Thank you for your support as we embark on this exciting new chapter!