Starting from Scratch: Tips for Freelance Bookkeepers to Attract Clients

Embarking on a new business venture can be both exciting and daunting, especially in the world of freelance Bookkeeping. My wife, with nearly two decades of extensive experience in Accounting and Bookkeeping, is preparing to take that leap. Her background spans various roles including a staff accountant overseeing payroll for a large cable company and an office manager for a real estate developer. With her diverse experience across different sectors such as construction and automotive, she is more than equipped to provide top-notch Bookkeeping services.

As she transitions into this freelance space, she has been diligently enhancing her skills, completing various QuickBooks certifications, and developing an engaging website to showcase her services. With her engagement letter finalized and her resume polished, she is on the brink of officially launching her bookkeeping business, targeting small to mid-sized companies as well as newer operations that may require cost-effective solutions.

One distinct aspect of her service offering is that she will not provide tax services, nor is she a CPA or EA. Instead, her focus will be on cleaning up disorganized financial records, preparing profit and loss statements, balancing sheets, and identifying cost-cutting opportunities. Automation plays a pivotal role in her strategy, as she aims to streamline processes for her clients, ultimately making their financial management as efficient as possible.

Building Connections with Local CPA Firms

As part of her marketing strategy, she plans to reach out to local CPA firms. This raises an important question: what is the best way to approach these established firms? Should she initiate contact via email, make a phone call, or perhaps even visit them in person?

We believe that making a strong first impression is crucial, and we would love your insights on the most effective ways to introduce herself to these firms. Furthermore, any additional tips on securing clients and establishing credibility in this new venture would be invaluable.

Seeking Advice and Suggestions

Her billing structure will be hourly, allowing for flexible pricing tailored to the specific needs of her clients. We’re open to any advice on crafting an appealing pitch, establishing rapport, or any other strategies that could enhance her chances of landing clients successfully.

Thank you for your time, and we appreciate any guidance you can offer on this exciting journey of entrepreneurship!