Setting Up for Success: A Freelance Bookkeeping Journey

As my wife embarks on her new career as a freelance bookkeeper, we’re eager to gather insights from those who have walked this path before. After dedicating nearly two decades to the fields of Accounting and Bookkeeping, she is ready to embrace the freelance lifestyle and help businesses thrive with her expertise.

A Wealth of Experience

With a solid background in managing diverse financial operations, my wife has honed her skills in various roles. She has served as a staff accountant and an Accounting supervisor, overseeing payroll for over 800 employees at a prominent cable company. Additionally, her experience spans managing finances for a real estate developer, a construction firm, a painting company, and an auto repair shop. This breadth of exposure has equipped her with a comprehensive understanding of the industry.

Currently, she is completing her certifications in QuickBooks, further cementing her proficiency in this essential tool. In tandem, she is finalizing her website and has already prepared her engagement letter and updated her resume, paving the way for her to market her services to potential clients.

Determining the Service Offerings

She has made a strategic decision to focus her services exclusively on Bookkeeping and Accounting, rather than tax preparation, as she is not a CPA or an EA. Her target clientele includes small to mid-sized businesses and emerging entrepreneurs seeking a reliable, cost-effective solution for their financial needs. With a knack for organizing chaotic books and creating clear financial statements, she is dedicated to helping her clients make informed decisions, streamline operations, and reduce costs. Moreover, she places a strong emphasis on automation, which she sees as a vital component of efficient bookkeeping.

Reaching Out to Local CPA Firms

Our initial strategy involves collaborating with local CPA firms to establish a network that can help her gain clients. We’re pondering the most effective method to approach these firms. Should we reach out via email, make phone calls, or consider visiting them in person? Additionally, we’d appreciate any advice on making a positive first impression during these initial interactions.

Open to Suggestions

Moreover, we are interested in any other tips or strategies that could assist us in landing clients successfully or enhancing her freelance bookkeeping practice. We plan to price her services on an hourly basis, aiming to provide exceptional value as she builds her portfolio.

Thank you for your support and insights as we navigate this new venture! Your experiences and suggestions are invaluable to us.