Embarking on a New Journey: A Freelance Bookkeeping Adventure

As the landscape of work continues to evolve, many professionals are choosing the path of independence. One such individual is my wife, who is on the brink of launching her own Bookkeeping business after two decades of seasoned experience in the financial world. It’s an exciting time, filled with possibilities and new challenges.

With a strong background in Bookkeeping and Accounting, she has managed financial operations for a variety of industries, including cable, real estate development, construction, and automotive services. Her comprehensive knowledge spans running payroll for over 800 employees to overseeing office management, making her a well-rounded candidate for any small to mid-sized business looking for expert financial guidance.

Currently, she is honing her skills further by completing certifications in QuickBooks and finalizing her professional website. With an engagement letter and updated resume in hand, she is prepared to roll out her marketing efforts and connect with potential clients.

It’s important to note that her focus is not on providing tax services, and she is not a CPA or EA; instead, she aims to support small operators with efficient bookkeeping solutions. Her expertise lies in cleaning up disorganized financial records, preparing profit and loss statements, and presenting actionable insights to help streamline operations and reduce costs. Moreover, she prioritizes automation to enhance efficiency in her services.

To kick off her outreach, our initial strategy involves establishing connections with local CPA firms. We’re exploring the best methods to make that first contact—should it be through email, a phone call, or a direct visit? We would greatly appreciate insights from seasoned professionals who have navigated this landscape before. What approaches have proven most effective for you?

Additionally, we are open to any tips or best practices for attracting clients in the freelance bookkeeping arena. As we prepare for this significant launch, your advice on making a strong first impression and building lasting relationships with clients would be invaluable.

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