Venturing into Freelance Bookkeeping: Seeking Guidance for a New Journey

After years of dedication to the Accounting and Bookkeeping fields, my wife is embarking on an exciting new chapter in her career. With nearly two decades of experience under her belt, she has decided to leave the confines of traditional employment to offer her expertise as a freelance bookkeeper. Her extensive background includes managing Accounting operations in diverse industries such as cable, real estate development, construction, automotive services, and more.

With a deep understanding of QuickBooks and a commitment to professional growth—she is currently completing various QuickBooks certifications—she is on the brink of launching her own Bookkeeping practice. Her website is nearly ready, and she has crafted an engagement letter and updated her resume, positioning herself to attract a clientele that values personalized service.

The focus of her practice will be on providing cost-effective bookkeeping solutions to small to mid-sized businesses, particularly those that are newer in the market. While she won’t be offering tax services, her skill set allows her to streamline messy bookkeeping processes, prepare financial statements, and make insightful recommendations for cost efficiency—tasks she can execute with ease. Furthermore, her commitment to utilizing automation will enhance her service offerings and help clients optimize their operations.

Our initial strategy involves reaching out to local CPA firms, as potential collaborators. However, I would love to gather insights on the most effective way to make that first contact. Should we reach out via email, make a phone call, or even drop by in person? Any tips on how to create a strong first impression would be greatly appreciated.

In addition to our outreach to CPA firms, we’re also open to any advice on securing clients and general best practices for a successful freelance bookkeeping journey. Your thoughts and suggestions would be invaluable as we navigate this exciting transition.

Thank you for your support!