Launching a New Freelance Bookkeeping Venture: Seeking Guidance from Experienced Professionals

After years of valuable experience in the Accounting sector, my wife is taking a significant step—she’s ready to launch her freelance Bookkeeping business. With nearly 20 years of experience under her belt, she has worked in a variety of roles, including staff accountant, Accounting supervisor, office manager, and bookkeeper for industries ranging from cable companies to real estate development and automotive services. Her extensive background has equipped her with the skills necessary to make a successful transition to entrepreneurship.

Currently, she is enhancing her qualifications by completing her QuickBooks certifications and putting the finishing touches on her professional website. With an updated resume and a carefully crafted engagement letter in place, she is poised to start reaching out to potential clients.

While she will not be offering tax-related services, her focus will be on assisting small to mid-sized businesses, particularly startups, as a cost-effective Bookkeeping solution. Her expertise includes cleaning up disorganized financial records, generating profit and loss statements and balance sheets, and providing actionable advice on cost reduction—all areas in which she excels. Additionally, she’s committed to streamlining processes through automation, further enhancing the value she brings to her clients.

Our initial strategy for client acquisition involves establishing connections with local CPA firms. Here, I seek advice from seasoned professionals on the best approach to make first contact. Should she reach out via email, make a phone call, or visit in person? We are eager to know the best practices for making a positive first impression in this context.

Moreover, we are considering billing on an hourly basis and are open to any additional suggestions for attracting clients or general tips for successfully launching her freelance endeavor.

Thank you for your insights and support as we embark on this exciting journey!